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UP Strategic Wealth Investment Advisors’s Applied Materials AMAT Stock Holding History

UP Strategic Wealth Investment 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 		$653K Hold
1,590
– – 0.41% 37
2025
Q4 		$513K Hold
1,590
– – 0.37% 45
2025
Q3 		$362K Hold
1,590
– – 0.27% 56
2025
Q2 		$291K Buy
+1,590
New +$252K 0.23% 63

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

UP Strategic Wealth Investment Advisors's AMAT Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its Applied Materials (AMAT) position steady in Q1 2026 at 1,590 shares worth $653K. The position accounts for 0.41% of the portfolio, ranked #37.

UP Strategic Wealth Investment Advisors first reported a position in AMAT in Q2 2025 and has held it in 4 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 1,590 shares of Applied Materials worth $653K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors left its Applied Materials share count unchanged in Q1 2026.
  • Applied Materials made up 0.41% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #37 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Applied Materials in Q2 2025 and has held it in 4 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.