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Progressive Investment Management’s Applied Materials AMAT Stock Holding History

Progressive Investment 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 		$6.34M Buy
18,561
+12
+0.1% +$4.04K 1.68% 21
2025
Q4 		$4.77M Sell
18,549
-113
-0.6% -$27.1K 1.14% 26
2025
Q3 		$3.82M Sell
18,662
-159
-0.8% -$28.8K 0.93% 30
2025
Q2 		$3.45M Sell
18,821
-193
-1% -$30.6K 0.88% 30
2025
Q1 		$2.76M Sell
19,014
-53
-0.3% -$8.91K 0.77% 31
2024
Q4 		$3.1M Sell
19,067
-509
-3% -$92.2K 0.8% 31
2024
Q3 		$3.96M Sell
19,576
-65
-0.3% -$13.3K 1.01% 30
2024
Q2 		$4.64M Buy
+19,641
New +$4.22M 1.23% 28

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

Progressive Investment Management's AMAT Position: Q1 2026 in Review

Progressive Investment Management increased its Applied Materials (AMAT) stake by 0.06% in Q1 2026, buying an estimated $4.04K and bringing the position to 18,561 shares worth $6.34M. The position accounts for 1.68% of the portfolio, ranked #21.

Progressive Investment Management first reported a position in AMAT in Q2 2024 and has held it in 8 quarters since. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Progressive Investment Management held 18,561 shares of Applied Materials worth $6.34M as of Q1 2026.
  • Progressive Investment Management bought 12 Applied Materials shares in Q1 2026, an estimated $4.04K.
  • Applied Materials made up 1.68% of Progressive Investment Management's portfolio in Q1 2026, its #21 holding.
  • Progressive Investment Management first reported a position in Applied Materials in Q2 2024 and has held it in 8 quarters since.
  • 2,928 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Progressive Investment Management's 13F filing for Q1 2026, filed 5 May 2026.