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SHP Wealth Management’s Applied Materials AMAT Stock Holding History

SHP 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 		$1.43M Sell
4,194
-1,323
-24% -$445K 0.11% 61
2025
Q4 		$1.42M Buy
+5,517
New +$1.32M 0.11% 57

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's AMAT Position: Q1 2026 in Review

SHP Wealth Management reduced its Applied Materials (AMAT) stake by 24% in Q1 2026, selling an estimated $445K and leaving 4,194 shares worth $1.43M. The position accounts for 0.11% of the portfolio, ranked #61.

SHP Wealth Management first reported a position in AMAT in Q4 2025 and has held it in 2 quarters since. 2,935 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • SHP Wealth Management held 4,194 shares of Applied Materials worth $1.43M as of Q1 2026.
  • SHP Wealth Management sold 1,323 Applied Materials shares in Q1 2026, an estimated $445K.
  • Applied Materials made up 0.11% of SHP Wealth Management's portfolio in Q1 2026, its #61 holding.
  • SHP Wealth Management first reported a position in Applied Materials in Q4 2025 and has held it in 2 quarters since.
  • 2,935 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

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