Schrum Private Wealth Management’s Applied Materials AMAT Stock Holding History

Schrum Private Wealth Management’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	$737K	Sell	2,157 -400	-16%	-$135K	0.56%	52
2025 Q4	$657K	Sell	2,557 -243	-9%	-$58.3K	0.49%	59
2025 Q3	$573K	Sell	2,800 -250	-8%	-$45.4K	0.42%	60
2025 Q2	$558K	Hold	3,050	–	–	0.45%	60
2025 Q1	$443K	Hold	3,050	–	–	0.39%	65
2024 Q4	$496K	Sell	3,050 -1,050	-26%	-$190K	0.42%	63
2024 Q3	$828K	Buy	4,100 +1,050	+34%	+$215K	0.43%	58
2024 Q2	$720K	Hold	3,050	–	–	0.65%	43
2024 Q1	$629K	Buy	3,050 +1,000	+49%	+$183K	0.57%	52
2023 Q4	$332K	Sell	2,050 -1,000	-33%	-$147K	0.47%	57
2023 Q3	$422K	Hold	3,050	–	–	0.48%	57
2023 Q2	$441K	Hold	3,050	–	–	0.48%	56
2023 Q1	$375K	Hold	3,050	–	–	0.43%	62
2022 Q4	$297K	Hold	3,050	–	–	0.35%	78
2022 Q3	$250K	Hold	3,050	–	–	0.32%	95
2022 Q2	$277K	Hold	3,050	–	–	0.31%	87
2022 Q1	$355K	Hold	3,050	–	–	0.36%	81
2021 Q4	$479K	Buy	+3,050	New	+$442K	0.44%	64

Other funds holding AMAT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Schrum Private Wealth Management's AMAT Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its Applied Materials (AMAT) stake by 16% in Q1 2026, selling an estimated $135K and leaving 2,157 shares worth $737K. The position accounts for 0.56% of the portfolio, ranked #52.

Schrum Private Wealth Management first reported a position in AMAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $828K in Q3 2024. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Schrum Private Wealth Management held 2,157 shares of Applied Materials worth $737K as of Q1 2026.
Schrum Private Wealth Management sold 400 Applied Materials shares in Q1 2026, an estimated $135K.
Applied Materials made up 0.56% of Schrum Private Wealth Management's portfolio in Q1 2026, its #52 holding.
Schrum Private Wealth Management first reported a position in Applied Materials in Q4 2021 and has held it in 18 quarters since.
Schrum Private Wealth Management's Applied Materials position peaked at $828K in Q3 2024.
2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.