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Palmer Knight Company’s Applied Materials AMAT Stock Holding History

Palmer Knight Company’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 		$10.1M Buy
29,621
+214
+0.7% +$72K 4.94% 2
2025
Q4 		$7.56M Sell
29,407
-5,967
-17% -$1.43M 3.97% 13
2025
Q3 		$7.24M Sell
35,374
-15,490
-30% -$2.81M 3.43% 18
2025
Q2 		$9.31M Buy
50,864
+19,942
+64% +$3.16M 3.97% 3
2025
Q1 		$4.49M Sell
30,922
-7,189
-19% -$1.21M 2.18% 27
2024
Q4 		$6.2M Buy
38,111
+239
+0.6% +$43.3K 2.78% 23
2024
Q3 		$7.65M Sell
37,872
-450
-1% -$92.3K 3.36% 15
2024
Q2 		$9.04M Sell
38,322
-115
-0.3% -$24.7K 4.33% 2
2024
Q1 		$7.93M Buy
38,437
+837
+2% +$154K 3.86% 9
2023
Q4 		$6.09M Sell
37,600
-131
-0.3% -$19.2K 3.68% 15
2023
Q3 		$5.22M Sell
37,731
-6,724
-15% -$964K 3.51% 16
2023
Q2 		$6.43M Buy
44,455
+1,222
+3% +$153K 3.86% 12
2023
Q1 		$5.31M Buy
43,233
+6,384
+17% +$733K 3.37% 14
2022
Q4 		$3.59M Sell
36,849
-177
-0.5% -$17K 3.2% 21
2022
Q3 		$3.03M Buy
37,026
+3,474
+10% +$335K 2.86% 22
2022
Q2 		$3.05M Sell
33,552
-262
-0.8% -$28.7K 2.89% 22
2022
Q1 		$4.46M Sell
33,814
-19,648
-37% -$2.7M 3.52% 20
2021
Q4 		$8.41M Buy
53,462
+25,398
+91% +$3.68M 3.93% 15
2021
Q3 		$3.61M Buy
+28,064
New +$3.81M 1.88% 25

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Palmer Knight Company's AMAT Position: Q1 2026 in Review

Palmer Knight Company increased its Applied Materials (AMAT) stake by 0.73% in Q1 2026, buying an estimated $72K and bringing the position to 29,621 shares worth $10.1M. The position accounts for 4.94% of the portfolio, ranked #2.

Palmer Knight Company first reported a position in AMAT in Q3 2021 and has held it in 19 quarters since. 2,934 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Palmer Knight Company held 29,621 shares of Applied Materials worth $10.1M as of Q1 2026.
  • Palmer Knight Company bought 214 Applied Materials shares in Q1 2026, an estimated $72K.
  • Applied Materials made up 4.94% of Palmer Knight Company's portfolio in Q1 2026, its #2 holding.
  • Palmer Knight Company first reported a position in Applied Materials in Q3 2021 and has held it in 19 quarters since.
  • 2,934 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Palmer Knight Company's 13F filing for Q1 2026, filed 12 May 2026.