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Salomon & Ludwin’s Applied Materials AMAT Stock Holding History

Salomon & Ludwin’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 		$1.14M Sell
3,265
-109
-3% -$36.7K 0.1% 85
2025
Q4 		$959K Buy
3,374
+99
+3% +$23.7K 0.08% 89
2025
Q3 		$712K Buy
3,275
+145
+5% +$26.3K 0.06% 99
2025
Q2 		$595K Buy
3,130
+3,000
+2,308% +$475K 0.06% 98
2025
Q1 		$18.9K Hold
130
– – ﹤0.01% 371
2024
Q4 		$21.1K Hold
130
– – ﹤0.01% 348
2024
Q3 		$26.3K Hold
130
– – ﹤0.01% 328
2024
Q2 		$30.7K Sell
130
-143
-52% -$30.7K ﹤0.01% 316
2024
Q1 		$56.3K Hold
273
– – ﹤0.01% 336
2023
Q4 		$37.8K Hold
273
– – ﹤0.01% 338
2023
Q3 		$37.8K Buy
+273
New +$39.1K ﹤0.01% 338
2019
Q2 		– Sell
-63
Closed -$2K – 210
2019
Q1 		$2K Buy
+63
New +$2.39K ﹤0.01% 211

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

Salomon & Ludwin's AMAT Position: Q1 2026 in Review

Salomon & Ludwin reduced its Applied Materials (AMAT) stake by 3.2% in Q1 2026, selling an estimated $36.7K and leaving 3,265 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #85.

Salomon & Ludwin first reported a position in AMAT in Q1 2019 and has held it in 12 quarters since. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Salomon & Ludwin held 3,265 shares of Applied Materials worth $1.14M as of Q1 2026.
  • Salomon & Ludwin sold 109 Applied Materials shares in Q1 2026, an estimated $36.7K.
  • Applied Materials made up 0.1% of Salomon & Ludwin's portfolio in Q1 2026, its #85 holding.
  • Salomon & Ludwin first reported a position in Applied Materials in Q1 2019 and has held it in 12 quarters since.
  • 2,928 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.