Raymond James Financial
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Raymond James Financial’s Applied Materials AMAT Stock Holding History

Raymond James 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
2026
Q1 		$476M Buy
1,396,189
+127,456
+10% +$42.9M 0.15% 117
2025
Q4 		$326M Sell
1,268,733
-50,756
-4% -$12.2M 0.1% 172
2025
Q3 		$270M Buy
1,319,489
+115,226
+10% +$20.9M 0.09% 212
2025
Q2 		$220M Buy
1,204,263
+13,762
+1% +$2.18M 0.08% 233
2025
Q1 		$173M Buy
1,190,501
+65,478
+6% +$11M 0.07% 275
2024
Q4 		$183M Buy
+1,125,023
New +$204M 0.07% 262

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

Raymond James Financial's AMAT Position: Q1 2026 in Review

Raymond James Financial increased its Applied Materials (AMAT) stake by 10% in Q1 2026, buying an estimated $42.9M and bringing the position to 1,396,189 shares worth $476M. The position accounts for 0.15% of the portfolio, ranked #117.

Raymond James Financial first reported a position in AMAT in Q4 2024 and has held it in 6 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Raymond James Financial held 1,396,189 shares of Applied Materials worth $476M as of Q1 2026.
  • Raymond James Financial bought 127,456 Applied Materials shares in Q1 2026, an estimated $42.9M.
  • Applied Materials made up 0.15% of Raymond James Financial's portfolio in Q1 2026, its #117 holding.
  • Raymond James Financial first reported a position in Applied Materials in Q4 2024 and has held it in 6 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.