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Ullmann Wealth Partners Group’s Applied Materials AMAT Stock Holding History

Ullmann Wealth Partners Group’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 		$464K Buy
1,356
+182
+16% +$61.2K 0.05% 105
2025
Q4 		$274K Buy
1,174
+2
+0.2% +$479 0.03% 131
2025
Q3 		$240K Sell
1,172
-40
-3% -$7.26K 0.03% 134
2025
Q2 		$222K Buy
+1,212
New +$192K 0.03% 131
2024
Q3 		– Sell
-1,075
Closed -$254K – 133
2024
Q2 		$254K Buy
+1,075
New +$231K 0.04% 99

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

Ullmann Wealth Partners Group's AMAT Position: Q1 2026 in Review

Ullmann Wealth Partners Group increased its Applied Materials (AMAT) stake by 16% in Q1 2026, buying an estimated $61.2K and bringing the position to 1,356 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #105.

Ullmann Wealth Partners Group first reported a position in AMAT in Q2 2024 and has held it in 5 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Ullmann Wealth Partners Group held 1,356 shares of Applied Materials worth $464K as of Q1 2026.
  • Ullmann Wealth Partners Group bought 182 Applied Materials shares in Q1 2026, an estimated $61.2K.
  • Applied Materials made up 0.05% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #105 holding.
  • Ullmann Wealth Partners Group first reported a position in Applied Materials in Q2 2024 and has held it in 5 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2026, filed 13 Apr 2026.