Palumbo Wealth Management’s Applied Materials AMAT Stock Holding History

Palumbo Wealth Management’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	$1.51M	Sell	4,430 -177	-4%	-$59.5K	0.37%	51
2025 Q4	$1.18M	Sell	4,607 -34	-0.7%	-$8.15K	0.29%	65
2025 Q3	$879K	Sell	4,641 -63	-1%	-$11.4K	0.28%	66
2025 Q2	$861K	Buy	4,704 +162	+4%	+$25.7K	0.27%	72
2025 Q1	$659K	Sell	4,542 -293	-6%	-$49.3K	0.22%	71
2024 Q4	$786K	Sell	4,835 -37	-0.8%	-$6.71K	0.29%	64
2024 Q3	$984K	Buy	4,872 +37	+0.8%	+$7.59K	0.38%	58
2024 Q2	$1.14M	Buy	4,835 +687	+17%	+$147K	0.48%	53
2024 Q1	$856K	Buy	4,148 +1,494	+56%	+$274K	0.38%	59
2023 Q4	$430K	Buy	+2,654	New	+$390K	0.22%	78
2021 Q2	–	Sell	-6,378	Closed	-$852K	–	98
2021 Q1	$852K	Buy	+6,378	New	+$703K	0.64%	38

Other funds holding AMAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Palumbo Wealth Management's AMAT Position: Q1 2026 in Review

Palumbo Wealth Management reduced its Applied Materials (AMAT) stake by 3.8% in Q1 2026, selling an estimated $59.5K and leaving 4,430 shares worth $1.51M. The position accounts for 0.37% of the portfolio, ranked #51.

Palumbo Wealth Management first reported a position in AMAT in Q1 2021 and has held it in 11 quarters since. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Palumbo Wealth Management held 4,430 shares of Applied Materials worth $1.51M as of Q1 2026.
Palumbo Wealth Management sold 177 Applied Materials shares in Q1 2026, an estimated $59.5K.
Applied Materials made up 0.37% of Palumbo Wealth Management's portfolio in Q1 2026, its #51 holding.
Palumbo Wealth Management first reported a position in Applied Materials in Q1 2021 and has held it in 11 quarters since.
2,928 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.