PCS
AMAT icon

Personal CFO Solutions’s Applied Materials AMAT Stock Holding History

Personal CFO Solutions’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 		$1.3M Sell
3,804
-417
-10% -$140K 0.18% 95
2025
Q4 		$1.08M Sell
4,221
-1,560
-27% -$374K 0.17% 114
2025
Q3 		$1.18M Sell
5,781
-39
-0.7% -$7.08K 0.21% 95
2025
Q2 		$1.07M Buy
5,820
+473
+9% +$75K 0.2% 100
2025
Q1 		$776K Buy
5,347
+249
+5% +$41.9K 0.16% 136
2024
Q4 		$829K Buy
5,098
+90
+2% +$16.3K 0.16% 124
2024
Q3 		$1.01M Buy
5,008
+19
+0.4% +$3.9K 0.14% 139
2024
Q2 		$1.18M Buy
4,989
+74
+2% +$15.9K 0.18% 106
2024
Q1 		$1.01M Buy
4,915
+1,205
+32% +$221K 0.16% 126
2023
Q4 		$601K Sell
3,710
-949
-20% -$139K 0.1% 192
2023
Q3 		$645K Buy
4,659
+587
+14% +$84.2K 0.13% 154
2023
Q2 		$589K Buy
4,072
+162
+4% +$20.3K 0.12% 171
2023
Q1 		$480K Buy
3,910
+257
+7% +$29.5K 0.1% 201
2022
Q4 		$356K Sell
3,653
-642
-15% -$61.6K 0.08% 259
2022
Q3 		$352K Buy
4,295
+116
+3% +$11.2K 0.09% 221
2022
Q2 		$380K Sell
4,179
-54
-1% -$5.92K 0.09% 209
2022
Q1 		$558K Sell
4,233
-748
-15% -$103K 0.11% 175
2021
Q4 		$784K Buy
4,981
+1,089
+28% +$158K 0.15% 133
2021
Q3 		$501K Buy
3,892
+418
+12% +$56.8K 0.1% 189
2021
Q2 		$495K Buy
3,474
+20
+0.6% +$2.68K 0.1% 186
2021
Q1 		$461K Buy
3,454
+820
+31% +$90.4K 0.1% 194
2020
Q4 		$227K Buy
+2,634
New +$195K 0.06% 325
2020
Q2 		– Sell
-6,112
Closed -$280K – 315
2020
Q1 		$280K Buy
+6,112
New +$351K 0.1% 181

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Personal CFO Solutions's AMAT Position: Q1 2026 in Review

Personal CFO Solutions reduced its Applied Materials (AMAT) stake by 9.9% in Q1 2026, selling an estimated $140K and leaving 3,804 shares worth $1.3M. The position accounts for 0.18% of the portfolio, ranked #95.

Personal CFO Solutions first reported a position in AMAT in Q1 2020 and has held it in 23 quarters since. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Personal CFO Solutions held 3,804 shares of Applied Materials worth $1.3M as of Q1 2026.
  • Personal CFO Solutions sold 417 Applied Materials shares in Q1 2026, an estimated $140K.
  • Applied Materials made up 0.18% of Personal CFO Solutions's portfolio in Q1 2026, its #95 holding.
  • Personal CFO Solutions first reported a position in Applied Materials in Q1 2020 and has held it in 23 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.