Roberts Capital Advisors’s Applied Materials AMAT Stock Holding History

Roberts Capital Advisors’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
2025 Q4	–	Sell	-4,198	Closed	-$859K	–	6
2025 Q3	$859K	Hold	4,198	–	–	0.96%	32
2025 Q2	$769K	Hold	4,198	–	–	0.57%	53
2025 Q1	$609K	Hold	4,198	–	–	0.53%	52
2024 Q4	$683K	Hold	4,198	–	–	0.57%	48
2024 Q3	$848K	Hold	4,198	–	–	0.73%	40
2024 Q2	$866K	Hold	4,198	–	–	0.83%	35
2024 Q1	$866K	Buy	+4,198	New	+$770K	0.83%	35
2022 Q3	$369K	Hold	4,500	–	–	0.53%	61
2022 Q2	$409K	Hold	4,500	–	–	0.56%	61
2022 Q1	$593K	Hold	4,500	–	–	0.61%	51
2021 Q4	$708K	Buy	+4,500	New	+$652K	0.66%	52

Other funds holding AMAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Roberts Capital Advisors's AMAT Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Applied Materials (AMAT) in Q4 2025, closing a stake of 4,198 shares — an estimated $859K sold.

Roberts Capital Advisors first reported a position in AMAT in Q4 2021 and held it in 11 quarters. The position peaked at $866K in Q2 2024. 2,629 funds tracked by Wall St. Rank hold AMAT as of Q4 2025.

Roberts Capital Advisors reported no remaining Applied Materials position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 4,198 Applied Materials shares in Q4 2025, an estimated $859K.
Roberts Capital Advisors first reported a position in Applied Materials in Q4 2021 and held it in 11 quarters.
Roberts Capital Advisors's Applied Materials position peaked at $866K in Q2 2024.
2,629 funds tracked by Wall St. Rank held Applied Materials as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.