SW
AMAT icon

Simplicity Wealth’s Applied Materials AMAT Stock Holding History

Simplicity Wealth’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 		$1.73M Sell
5,060
-174
-3% -$58.5K 0.1% 204
2025
Q4 		$1.35M Buy
5,234
+592
+13% +$142K 0.08% 235
2025
Q3 		$950K Sell
4,642
-3,066
-40% -$556K 0.06% 303
2025
Q2 		$1.41M Buy
7,708
+5,286
+218% +$838K 0.06% 264
2025
Q1 		$351K Buy
+2,422
New +$407K 0.03% 400
2024
Q4 		– Sell
-1,773
Closed -$358K – 327
2024
Q3 		$358K Sell
1,773
-30,992
-95% -$6.36M 0.03% 358
2024
Q2 		$7.73M Buy
32,765
+4,599
+16% +$987K 0.17% 115
2024
Q1 		$5.81M Buy
+28,166
New +$5.17M 0.14% 149

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

Simplicity Wealth's AMAT Position: Q1 2026 in Review

Simplicity Wealth reduced its Applied Materials (AMAT) stake by 3.3% in Q1 2026, selling an estimated $58.5K and leaving 5,060 shares worth $1.73M. The position accounts for 0.1% of the portfolio, ranked #204.

Simplicity Wealth first reported a position in AMAT in Q1 2024 and has held it in 8 quarters since. The position peaked at $7.73M in Q2 2024. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Simplicity Wealth held 5,060 shares of Applied Materials worth $1.73M as of Q1 2026.
  • Simplicity Wealth sold 174 Applied Materials shares in Q1 2026, an estimated $58.5K.
  • Applied Materials made up 0.1% of Simplicity Wealth's portfolio in Q1 2026, its #204 holding.
  • Simplicity Wealth first reported a position in Applied Materials in Q1 2024 and has held it in 8 quarters since.
  • Simplicity Wealth's Applied Materials position peaked at $7.73M in Q2 2024.
  • 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.