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Ross\Johnson & Associates’s Applied Materials AMAT Stock Holding History

Ross\Johnson & Associates’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 		$684 Sell
2
-2
-50% -$673 0.01% 91
2025
Q4 		$1.03K Buy
4
+2
+100% +$479 0.02% 94
2025
Q3 		$409 Hold
2
– – 0.01% 116
2025
Q2 		$366 Hold
2
– – 0.01% 120
2025
Q1 		$290 Buy
+2
New +$336 0.01% 290

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

Ross\Johnson & Associates's AMAT Position: Q1 2026 in Review

Ross\Johnson & Associates reduced its Applied Materials (AMAT) stake by 50% in Q1 2026, selling an estimated $673 and leaving 2 shares worth $684. The position accounts for 0.01% of the portfolio, ranked #91.

Ross\Johnson & Associates first reported a position in AMAT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.03K in Q4 2025. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Ross\Johnson & Associates held 2 shares of Applied Materials worth $684 as of Q1 2026.
  • Ross\Johnson & Associates sold 2 Applied Materials shares in Q1 2026, an estimated $673.
  • Applied Materials made up 0.01% of Ross\Johnson & Associates's portfolio in Q1 2026, its #91 holding.
  • Ross\Johnson & Associates first reported a position in Applied Materials in Q1 2025 and has held it in 5 quarters since.
  • Ross\Johnson & Associates's Applied Materials position peaked at $1.03K in Q4 2025.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.