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Tower Bridge Advisors’s Applied Materials AMAT Stock Holding History

Tower Bridge Advisors’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 		$1.07M Buy
3,118
+600
+24% +$202K 0.1% 118
2025
Q4 		$647K Sell
2,518
-1,100
-30% -$264K 0.07% 127
2025
Q3 		$741K Sell
3,618
-650
-15% -$118K 0.07% 123
2025
Q2 		$781K Buy
4,268
+1,350
+46% +$214K 0.08% 122
2025
Q1 		$423K Buy
2,918
+75
+3% +$12.6K 0.05% 148
2024
Q4 		$462K Sell
2,843
-182
-6% -$33K 0.05% 143
2024
Q3 		$611K Sell
3,025
-675
-18% -$138K 0.06% 134
2024
Q2 		$873K Buy
3,700
+875
+31% +$188K 0.1% 117
2024
Q1 		$583K Buy
2,825
+199
+8% +$36.5K 0.06% 147
2023
Q4 		$426K Buy
2,626
+1
+0% +$147 0.04% 177
2023
Q3 		$363K Hold
2,625
– – 0.03% 177
2023
Q2 		$379K Hold
2,625
– – 0.03% 162
2023
Q1 		$322K Hold
2,625
– – 0.03% 202
2022
Q4 		$256K Sell
2,625
-350
-12% -$33.6K 0.02% 216
2022
Q3 		$244K Sell
2,975
-40
-1% -$3.86K 0.02% 214
2022
Q2 		$274K Buy
3,015
+40
+1% +$4.39K 0.02% 214
2022
Q1 		$392K Buy
2,975
+1,275
+75% +$176K 0.03% 211
2021
Q4 		$268K Hold
1,700
– – 0.02% 231
2021
Q3 		$219K Buy
1,700
+150
+10% +$20.4K 0.01% 244
2021
Q2 		$221K Hold
1,550
– – 0.01% 231
2021
Q1 		$207K Buy
+1,550
New +$171K 0.02% 225

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

Tower Bridge Advisors's AMAT Position: Q1 2026 in Review

Tower Bridge Advisors increased its Applied Materials (AMAT) stake by 24% in Q1 2026, buying an estimated $202K and bringing the position to 3,118 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #118.

Tower Bridge Advisors first reported a position in AMAT in Q1 2021 and has held it in 21 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Tower Bridge Advisors held 3,118 shares of Applied Materials worth $1.07M as of Q1 2026.
  • Tower Bridge Advisors bought 600 Applied Materials shares in Q1 2026, an estimated $202K.
  • Applied Materials made up 0.1% of Tower Bridge Advisors's portfolio in Q1 2026, its #118 holding.
  • Tower Bridge Advisors first reported a position in Applied Materials in Q1 2021 and has held it in 21 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Tower Bridge Advisors's 13F filing for Q1 2026, filed 12 May 2026.