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RAM Investment Partners’s Applied Materials AMAT Stock Holding History

RAM Investment Partners’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 		$821K Buy
2,401
+331
+16% +$111K 0.14% 48
2025
Q4 		$532K Sell
2,070
-288
-12% -$69K 0.1% 61
2025
Q3 		$483K Sell
2,358
-188
-7% -$34.1K 0.09% 63
2025
Q2 		$466K Buy
2,546
+65
+3% +$10.3K 0.1% 56
2025
Q1 		$360K Sell
2,481
-300
-11% -$50.4K 0.09% 62
2024
Q4 		$452K Buy
2,781
+251
+10% +$45.5K 0.11% 57
2024
Q3 		$511K Sell
2,530
-171
-6% -$35.1K 0.13% 47
2024
Q2 		$637K Buy
2,701
+35
+1% +$7.51K 0.19% 37
2024
Q1 		$550K Buy
2,666
+226
+9% +$41.5K 0.17% 39
2023
Q4 		$395K Sell
2,440
-168
-6% -$24.7K 0.14% 44
2023
Q3 		$361K Buy
+2,608
New +$374K 0.15% 38

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

RAM Investment Partners's AMAT Position: Q1 2026 in Review

RAM Investment Partners increased its Applied Materials (AMAT) stake by 16% in Q1 2026, buying an estimated $111K and bringing the position to 2,401 shares worth $821K. The position accounts for 0.14% of the portfolio, ranked #48.

RAM Investment Partners first reported a position in AMAT in Q3 2023 and has held it in 11 quarters since. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • RAM Investment Partners held 2,401 shares of Applied Materials worth $821K as of Q1 2026.
  • RAM Investment Partners bought 331 Applied Materials shares in Q1 2026, an estimated $111K.
  • Applied Materials made up 0.14% of RAM Investment Partners's portfolio in Q1 2026, its #48 holding.
  • RAM Investment Partners first reported a position in Applied Materials in Q3 2023 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 RAM Investment Partners's 13F filing for Q1 2026, filed 4 May 2026.