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Stiles Financial Services’s Applied Materials AMAT Stock Holding History

Stiles Financial Services’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 		$3.18M Sell
9,291
-1,123
-11% -$378K 0.97% 32
2025
Q4 		$2.68M Sell
10,414
-22
-0.2% -$5.27K 0.82% 40
2025
Q3 		$2.14M Buy
10,436
+1,920
+23% +$348K 0.67% 49
2025
Q2 		$1.56M Buy
8,516
+889
+12% +$141K 0.54% 64
2025
Q1 		$1.11M Buy
7,627
+1,494
+24% +$251K 0.42% 75
2024
Q4 		$998K Buy
6,133
+1,399
+30% +$254K 0.36% 81
2024
Q3 		$957K Buy
4,734
+3,389
+252% +$695K 0.34% 83
2024
Q2 		$318K Buy
1,345
+183
+16% +$39.3K 0.12% 135
2024
Q1 		$240K Buy
+1,162
New +$213K 0.1% 162

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

Stiles Financial Services's AMAT Position: Q1 2026 in Review

Stiles Financial Services reduced its Applied Materials (AMAT) stake by 11% in Q1 2026, selling an estimated $378K and leaving 9,291 shares worth $3.18M. The position accounts for 0.97% of the portfolio, ranked #32.

Stiles Financial Services first reported a position in AMAT in Q1 2024 and has held it in 9 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Stiles Financial Services held 9,291 shares of Applied Materials worth $3.18M as of Q1 2026.
  • Stiles Financial Services sold 1,123 Applied Materials shares in Q1 2026, an estimated $378K.
  • Applied Materials made up 0.97% of Stiles Financial Services's portfolio in Q1 2026, its #32 holding.
  • Stiles Financial Services first reported a position in Applied Materials in Q1 2024 and has held it in 9 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.