TSW
AMAT icon

Three Seasons Wealth’s Applied Materials AMAT Stock Holding History

Three Seasons 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 		$2.57M Buy
7,525
+5,770
+329% +$1.94M 0.98% 26
2025
Q4 		$451K Buy
+1,755
New +$421K 0.04% 122

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

Three Seasons Wealth's AMAT Position: Q1 2026 in Review

Three Seasons Wealth increased its Applied Materials (AMAT) stake by 329% in Q1 2026, buying an estimated $1.94M and bringing the position to 7,525 shares worth $2.57M. The position accounts for 0.98% of the portfolio, ranked #26.

Three Seasons Wealth first reported a position in AMAT in Q4 2025 and has held it in 2 quarters since. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Three Seasons Wealth held 7,525 shares of Applied Materials worth $2.57M as of Q1 2026.
  • Three Seasons Wealth bought 5,770 Applied Materials shares in Q1 2026, an estimated $1.94M.
  • Applied Materials made up 0.98% of Three Seasons Wealth's portfolio in Q1 2026, its #26 holding.
  • Three Seasons Wealth first reported a position in Applied Materials in Q4 2025 and has held it in 2 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Three Seasons Wealth's 13F filing for Q1 2026, filed 5 May 2026.