Tounjian Advisory Partners’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$455K Sell
1,332
-288
-18% -$96.9K 0.16% 122
2025
Q4
$417K Sell
1,620
-84
-5% -$20.1K 0.14% 131
2025
Q3
$349K Sell
1,704
-5,040
-75% -$914K 0.12% 134
2025
Q2
$979K Sell
6,744
-132
-2% -$20.9K 0.19% 136
2025
Q1
$998K Buy
+6,876
New +$1.16M 0.19% 136

Other funds holding AMAT

Tounjian Advisory Partners's AMAT Position: Q1 2026 in Review

Tounjian Advisory Partners reduced its Applied Materials (AMAT) stake by 18% in Q1 2026, selling an estimated $96.9K and leaving 1,332 shares worth $455K. The position accounts for 0.16% of the portfolio, ranked #122.

Tounjian Advisory Partners first reported a position in AMAT in Q1 2025 and has held it in 5 quarters since. The position peaked at $998K in Q1 2025. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Tounjian Advisory Partners held 1,332 shares of Applied Materials worth $455K as of Q1 2026.
  • Tounjian Advisory Partners sold 288 Applied Materials shares in Q1 2026, an estimated $96.9K.
  • Applied Materials made up 0.16% of Tounjian Advisory Partners's portfolio in Q1 2026, its #122 holding.
  • Tounjian Advisory Partners first reported a position in Applied Materials in Q1 2025 and has held it in 5 quarters since.
  • Tounjian Advisory Partners's Applied Materials position peaked at $998K in Q1 2025.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Tounjian Advisory Partners's 13F filing for Q1 2026, filed 10 Apr 2026.