OF
AMAT icon

Optimize Financial’s Applied Materials AMAT Stock Holding History

Optimize Financial’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.95M Buy
8,629
+45
+0.5% +$15.1K 1.45% 13
2025
Q4 		$2.21M Buy
8,584
+120
+1% +$28.8K 1.11% 5
2025
Q3 		$1.73M Sell
8,464
-3,659
-30% -$664K 0.9% 5
2025
Q2 		$2.22M Sell
12,123
-86
-0.7% -$13.6K 1.36% 14
2025
Q1 		$1.77M Buy
+12,209
New +$2.05M 0.67% 19

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Optimize Financial's AMAT Position: Q1 2026 in Review

Optimize Financial increased its Applied Materials (AMAT) stake by 0.52% in Q1 2026, buying an estimated $15.1K and bringing the position to 8,629 shares worth $2.95M. The position accounts for 1.45% of the portfolio, ranked #13.

Optimize Financial first reported a position in AMAT in Q1 2025 and has held it in 5 quarters since. 2,939 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Optimize Financial held 8,629 shares of Applied Materials worth $2.95M as of Q1 2026.
  • Optimize Financial bought 45 Applied Materials shares in Q1 2026, an estimated $15.1K.
  • Applied Materials made up 1.45% of Optimize Financial's portfolio in Q1 2026, its #13 holding.
  • Optimize Financial first reported a position in Applied Materials in Q1 2025 and has held it in 5 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.