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Secured Retirement Advisors’s Applied Materials AMAT Stock Holding History

Secured Retirement 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
Q1 		– Sell
-12,070
Closed -$1.96M – 119
2024
Q4 		$1.96M Buy
12,070
+1,261
+12% +$229K 1.12% 27
2024
Q3 		$2.18M Buy
10,809
+251
+2% +$51.5K 1.57% 18
2024
Q2 		$2.49M Buy
10,558
+59
+0.6% +$12.7K 1.94% 9
2024
Q1 		$2.17M Sell
10,499
-302
-3% -$55.4K 1.84% 13
2023
Q4 		$1.75M Buy
+10,801
New +$1.59M 1.68% 16

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Secured Retirement Advisors's AMAT Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Applied Materials (AMAT) in Q1 2025, closing a stake of 12,070 shares — an estimated $1.96M sold.

Secured Retirement Advisors first reported a position in AMAT in Q4 2023 and held it in 5 quarters. The position peaked at $2.49M in Q2 2024. 2,157 funds tracked by Wall St. Rank hold AMAT as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Applied Materials position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 12,070 Applied Materials shares in Q1 2025, an estimated $1.96M.
  • Secured Retirement Advisors first reported a position in Applied Materials in Q4 2023 and held it in 5 quarters.
  • Secured Retirement Advisors's Applied Materials position peaked at $2.49M in Q2 2024.
  • 2,157 funds tracked by Wall St. Rank held Applied Materials as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.