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Phoenix Financial’s Applied Materials AMAT Stock Holding History

Phoenix Financial’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
2024
Q1 		– Sell
-19,700
Closed -$3.19K – 427
2023
Q4 		$3.19K Buy
+19,700
New +$2.89M ﹤0.01% 336

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

Phoenix Financial's AMAT Position: Q1 2026 in Review

Phoenix Financial reduced its Applied Materials (AMAT) stake by 6.6% in Q1 2026, selling an estimated $4.1M and leaving 171,690 shares worth $58.7M. The position accounts for 0.56% of the portfolio, ranked #44.

Phoenix Financial first reported a position in AMAT in Q1 2020 and has held it in 22 quarters since. 2,935 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Phoenix Financial held 171,690 shares of Applied Materials worth $58.7M as of Q1 2026.
  • Phoenix Financial sold 12,183 Applied Materials shares in Q1 2026, an estimated $4.1M.
  • Applied Materials made up 0.56% of Phoenix Financial's portfolio in Q1 2026, its #44 holding.
  • Phoenix Financial first reported a position in Applied Materials in Q1 2020 and has held it in 22 quarters since.
  • 2,935 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.