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Optimum Investment Advisors’s Applied Materials AMAT Stock Holding History

Optimum Investment Advisors’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
2022
Q3 		– Sell
-400
Closed -$1K – 804
2022
Q2 		$1K Buy
+400
New +$43.9K ﹤0.01% 777
2021
Q2 		– Sell
-700
Closed -$10K – 905
2021
Q1 		$10K Buy
+700
New +$77.2K ﹤0.01% 763
2020
Q4 		– Sell
-2,000
Closed -$4K – 871
2020
Q3 		$4K Buy
+2,000
New +$124K ﹤0.01% 772

Other funds holding AMAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Optimum Investment Advisors's AMAT Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Applied Materials (AMAT) stake by 6.3% in Q3 2025, selling an estimated $41.7K and leaving 3,416 shares worth $699K. The position accounts for 0.28% of the portfolio, ranked #69.

Optimum Investment Advisors first reported a position in AMAT in Q3 2013 and has held it in 38 quarters since. The position peaked at $948K in Q2 2024. 2,354 funds tracked by Wall St. Rank hold AMAT as of Q3 2025.

  • Optimum Investment Advisors held 3,416 shares of Applied Materials worth $699K as of Q3 2025.
  • Optimum Investment Advisors sold 230 Applied Materials shares in Q3 2025, an estimated $41.7K.
  • Applied Materials made up 0.28% of Optimum Investment Advisors's portfolio in Q3 2025, its #69 holding.
  • Optimum Investment Advisors first reported a position in Applied Materials in Q3 2013 and has held it in 38 quarters since.
  • Optimum Investment Advisors's Applied Materials position peaked at $948K in Q2 2024.
  • 2,354 funds tracked by Wall St. Rank held Applied Materials as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.