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Philip James Wealth Mangement’s Applied Materials AMAT Stock Holding History

Philip James Wealth Mangement’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 		$252K Sell
738
-231
-24% -$77.7K 0.03% 147
2025
Q4 		$249K Buy
+969
New +$232K 0.03% 162
2025
Q3 		– Sell
-1,099
Closed -$201K – 179
2025
Q2 		$201K Buy
+1,099
New +$174K 0.03% 167
2024
Q4 		– Sell
-1,065
Closed -$215K – 173
2024
Q3 		$215K Buy
1,065
+2
+0.2% +$410 0.03% 152
2024
Q2 		$251K Buy
+1,063
New +$228K 0.17% 57

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

Philip James Wealth Mangement's AMAT Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Applied Materials (AMAT) stake by 24% in Q1 2026, selling an estimated $77.7K and leaving 738 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #147.

Philip James Wealth Mangement first reported a position in AMAT in Q2 2024 and has held it in 5 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Philip James Wealth Mangement held 738 shares of Applied Materials worth $252K as of Q1 2026.
  • Philip James Wealth Mangement sold 231 Applied Materials shares in Q1 2026, an estimated $77.7K.
  • Applied Materials made up 0.03% of Philip James Wealth Mangement's portfolio in Q1 2026, its #147 holding.
  • Philip James Wealth Mangement first reported a position in Applied Materials in Q2 2024 and has held it in 5 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.