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Shepherd Financial Partners’s Applied Materials AMAT Stock Holding History

Shepherd Financial Partners’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 		$1.08M Sell
3,153
-35
-1% -$11.8K 0.1% 109
2025
Q4 		$819K Buy
3,188
+100
+3% +$24K 0.08% 122
2025
Q3 		$632K Sell
3,088
-13
-0.4% -$2.36K 0.06% 144
2025
Q2 		$568K Buy
3,101
+83
+3% +$13.2K 0.06% 146
2025
Q1 		$438K Buy
3,018
+126
+4% +$21.2K 0.05% 164
2024
Q4 		$470K Sell
2,892
-280
-9% -$50.7K 0.06% 145
2024
Q3 		$641K Buy
3,172
+411
+15% +$84.3K 0.08% 128
2024
Q2 		$652K Buy
2,761
+25
+0.9% +$5.37K 0.08% 126
2024
Q1 		$564K Buy
2,736
+25
+0.9% +$4.59K 0.07% 138
2023
Q4 		$439K Buy
2,711
+23
+0.9% +$3.38K 0.06% 150
2023
Q3 		$372K Buy
2,688
+333
+14% +$47.8K 0.06% 151
2023
Q2 		$340K Buy
+2,355
New +$295K 0.05% 153
2018
Q4 		– Sell
-5,160
Closed -$238K – 124
2018
Q3 		$238K Hold
5,160
– – 0.05% 112
2018
Q2 		$237K Buy
+5,160
New +$266K 0.05% 113

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

Shepherd Financial Partners's AMAT Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Applied Materials (AMAT) stake by 1.1% in Q1 2026, selling an estimated $11.8K and leaving 3,153 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #109.

Shepherd Financial Partners first reported a position in AMAT in Q2 2018 and has held it in 14 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Shepherd Financial Partners held 3,153 shares of Applied Materials worth $1.08M as of Q1 2026.
  • Shepherd Financial Partners sold 35 Applied Materials shares in Q1 2026, an estimated $11.8K.
  • Applied Materials made up 0.1% of Shepherd Financial Partners's portfolio in Q1 2026, its #109 holding.
  • Shepherd Financial Partners first reported a position in Applied Materials in Q2 2018 and has held it in 14 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.