Sonoma Private Wealth’s Applied Materials AMAT Stock Holding History

Sonoma Private 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	$1.02M	Sell	2,980 -2,287	-43%	-$769K	1.25%	19
2025 Q4	$1.35M	Sell	5,267 -43	-0.8%	-$10.3K	1.63%	15
2025 Q3	$1.09M	Buy	5,310 +21	+0.4%	+$3.81K	1.3%	18
2025 Q2	$968K	Sell	5,289 -268	-5%	-$42.5K	1.19%	21
2025 Q1	$806K	Buy	5,557 +82	+1%	+$13.8K	1.12%	25
2024 Q4	$890K	Buy	5,475 +526	+11%	+$95.3K	1.44%	19
2024 Q3	$1,000K	Buy	4,949 +38	+0.8%	+$7.79K	1.56%	13
2024 Q2	$1.16M	Sell	4,911 -67	-1%	-$14.4K	1.88%	13
2024 Q1	$1.03M	Sell	4,978 -478	-9%	-$87.7K	1.65%	13
2023 Q4	$884K	Sell	5,456 -601	-10%	-$88.3K	1.46%	16
2023 Q3	$839K	Buy	6,057 +162	+3%	+$23.2K	1.53%	16
2023 Q2	$852K	Sell	5,895 -147	-2%	-$18.4K	1.49%	17
2023 Q1	$742K	Buy	6,042 +917	+18%	+$105K	1.48%	20
2022 Q4	$499K	Buy	+5,125	New	+$492K	1.1%	29

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

Sonoma Private Wealth's AMAT Position: Q1 2026 in Review

Sonoma Private Wealth reduced its Applied Materials (AMAT) stake by 43% in Q1 2026, selling an estimated $769K and leaving 2,980 shares worth $1.02M. The position accounts for 1.25% of the portfolio, ranked #19.

Sonoma Private Wealth first reported a position in AMAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.35M in Q4 2025. 2,929 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Sonoma Private Wealth held 2,980 shares of Applied Materials worth $1.02M as of Q1 2026.
Sonoma Private Wealth sold 2,287 Applied Materials shares in Q1 2026, an estimated $769K.
Applied Materials made up 1.25% of Sonoma Private Wealth's portfolio in Q1 2026, its #19 holding.
Sonoma Private Wealth first reported a position in Applied Materials in Q4 2022 and has held it in 14 quarters since.
Sonoma Private Wealth's Applied Materials position peaked at $1.35M in Q4 2025.
2,929 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.