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ROI Financial Advisors’s Applied Materials AMAT Stock Holding History

ROI Financial 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
2026
Q1 		$568K Buy
1,663
+472
+40% +$159K 0.34% 46
2025
Q4 		$306K Buy
1,191
+82
+7% +$19.7K 0.18% 55
2025
Q3 		$227K Buy
+1,109
New +$201K 0.14% 63

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

ROI Financial Advisors's AMAT Position: Q1 2026 in Review

ROI Financial Advisors increased its Applied Materials (AMAT) stake by 40% in Q1 2026, buying an estimated $159K and bringing the position to 1,663 shares worth $568K. The position accounts for 0.34% of the portfolio, ranked #46.

ROI Financial Advisors first reported a position in AMAT in Q3 2025 and has held it in 3 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • ROI Financial Advisors held 1,663 shares of Applied Materials worth $568K as of Q1 2026.
  • ROI Financial Advisors bought 472 Applied Materials shares in Q1 2026, an estimated $159K.
  • Applied Materials made up 0.34% of ROI Financial Advisors's portfolio in Q1 2026, its #46 holding.
  • ROI Financial Advisors first reported a position in Applied Materials in Q3 2025 and has held it in 3 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.