UCFA
AMAT icon

United Capital Financial Advisors’s Applied Materials AMAT Stock Holding History

United Capital Financial 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 		$12.4M Buy
36,371
+339
+0.9% +$114K 0.08% 207
2025
Q4 		$9.26M Buy
36,032
+4,727
+15% +$1.13M 0.06% 253
2025
Q3 		$6.41M Buy
31,305
+1,424
+5% +$258K 0.05% 262
2025
Q2 		$5.47M Buy
29,881
+298
+1% +$47.2K 0.04% 267
2025
Q1 		$4.29M Buy
29,583
+1,643
+6% +$276K 0.04% 295
2024
Q4 		$4.54M Sell
27,940
-988
-3% -$179K 0.04% 274
2024
Q3 		$5.84M Sell
28,928
-1,005
-3% -$206K 0.05% 242
2024
Q2 		$7.06M Buy
29,933
+474
+2% +$102K 0.06% 216
2024
Q1 		$6.08M Sell
29,459
-2,166
-7% -$397K 0.05% 249
2023
Q4 		$5.13M Buy
31,625
+23,558
+292% +$3.46M 0.04% 284
2023
Q3 		$1.12M Sell
8,067
-4,936
-38% -$708K 0.01% 496
2023
Q2 		$1.88M Sell
13,003
-1,530
-11% -$192K 0.01% 453
2023
Q1 		$1.79M Sell
14,533
-9,657
-40% -$1.11M 0.01% 470
2022
Q4 		$2.36M Sell
24,190
-1,030
-4% -$98.8K 0.01% 447
2022
Q3 		$2.07M Sell
25,220
-6,401
-20% -$617K 0.01% 469
2022
Q2 		$2.88M Buy
31,621
+6,770
+27% +$743K 0.02% 424
2022
Q1 		$3.27M Buy
24,851
+376
+2% +$51.8K 0.02% 433
2021
Q4 		$3.85M Buy
24,475
+7,110
+41% +$1.03M 0.02% 414
2021
Q3 		$2.23M Sell
17,365
-7,961
-31% -$1.08M 0.01% 503
2021
Q2 		$3.61M Buy
25,326
+4,322
+21% +$580K 0.02% 427
2021
Q1 		$2.81M Sell
21,004
-3,309
-14% -$365K 0.02% 446
2020
Q4 		$2.1M Sell
24,313
-2,060
-8% -$152K 0.01% 496
2020
Q3 		$1.57M Sell
26,373
-76,936
-74% -$4.75M 0.01% 561
2020
Q2 		$6.25M Buy
103,309
+10,476
+11% +$565K 0.05% 319
2020
Q1 		$4.25M Buy
92,833
+53,642
+137% +$3.08M 0.04% 365
2019
Q4 		$2.39M Buy
39,191
+13,475
+52% +$757K 0.02% 568
2019
Q3 		$1.28M Sell
25,716
-40,555
-61% -$1.96M 0.01% 678
2019
Q2 		$2.98M Buy
66,271
+11,846
+22% +$499K 0.02% 520
2019
Q1 		$2.16M Sell
54,425
-399,824
-88% -$15.2M 0.02% 574
2018
Q4 		$14.9M Buy
454,249
+394,496
+660% +$13.5M 0.12% 175
2018
Q3 		$2.31M Sell
59,753
-1,823
-3% -$80.6K 0.02% 577
2018
Q2 		$2.84M Sell
61,576
-887
-1% -$45.7K 0.02% 516
2018
Q1 		$3.47M Buy
62,463
+5,563
+10% +$310K 0.03% 468
2017
Q4 		$2.91M Buy
56,900
+23
+0% +$1.25K 0.02% 509
2017
Q3 		$2.96M Sell
56,877
-2,891
-5% -$131K 0.03% 491
2017
Q2 		$2.47M Sell
59,768
-41,518
-41% -$1.76M 0.02% 519
2017
Q1 		$3.94M Sell
101,286
-400
-0.4% -$14.4K 0.04% 417
2016
Q4 		$3.28M Buy
101,686
+44,138
+77% +$1.34M 0.03% 459
2016
Q3 		$1.74M Buy
57,548
+41,201
+252% +$1.15M 0.02% 627
2016
Q2 		$392K Buy
16,347
+3,262
+25% +$72K ﹤0.01% 971
2016
Q1 		$277K Sell
13,085
-9,491
-42% -$173K ﹤0.01% 1023
2015
Q4 		$422K Sell
22,576
-4,463
-17% -$77.5K ﹤0.01% 921
2015
Q3 		$397K Buy
27,039
+9,523
+54% +$159K ﹤0.01% 966
2015
Q2 		$337K Buy
17,516
+319
+2% +$6.55K ﹤0.01% 1047
2015
Q1 		$340K Buy
+17,197
New +$412K ﹤0.01% 1035

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

United Capital Financial Advisors's AMAT Position: Q1 2026 in Review

United Capital Financial Advisors increased its Applied Materials (AMAT) stake by 0.94% in Q1 2026, buying an estimated $114K and bringing the position to 36,371 shares worth $12.4M. The position accounts for 0.08% of the portfolio, ranked #207.

United Capital Financial Advisors first reported a position in AMAT in Q1 2015 and has held it in 45 quarters since. The position peaked at $14.9M in Q4 2018. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • United Capital Financial Advisors held 36,371 shares of Applied Materials worth $12.4M as of Q1 2026.
  • United Capital Financial Advisors bought 339 Applied Materials shares in Q1 2026, an estimated $114K.
  • Applied Materials made up 0.08% of United Capital Financial Advisors's portfolio in Q1 2026, its #207 holding.
  • United Capital Financial Advisors first reported a position in Applied Materials in Q1 2015 and has held it in 45 quarters since.
  • United Capital Financial Advisors's Applied Materials position peaked at $14.9M in Q4 2018.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.