Wells Fargo’s Applied Materials AMAT Stock Holding History

Wells Fargo’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
2025 Q3	–	Sell	-6,600	Closed	-$1.21M	–	7075
2025 Q2	$1.21M	Sell	6,600 -18,400	-74%	-$2.92M	﹤0.01%	3576
2025 Q1	$3.63M	Buy	+25,000	New	+$4.2M	﹤0.01%	2669
2024 Q3	–	Sell	-120,400	Closed	-$28.4M	–	6900
2024 Q2	$28.4M	Buy	+120,400	New	+$25.8M	0.01%	1031
2022 Q4	–	Sell	-5,000	Closed	-$410K	–	7444
2022 Q3	$410K	Buy	+5,000	New	+$482K	﹤0.01%	3822
2022 Q1	–	Sell	-21,600	Closed	-$3.4M	–	6993
2021 Q4	$3.4M	Buy	+21,600	New	+$3.13M	﹤0.01%	2967
2021 Q2	–	Sell	-27,500	Closed	-$3.67M	–	6861
2021 Q1	$3.67M	Buy	+27,500	New	+$3.03M	﹤0.01%	3146
2020 Q1	–	Sell	-432,300	Closed	-$6.22M	–	6153
2019 Q4	$6.22M	Buy	432,300 +4,900	+1%	+$275K	﹤0.01%	2366
2019 Q3	$2.65M	Buy	427,400 +154,400	+57%	+$7.45M	﹤0.01%	3091
2019 Q2	$945K	Buy	+273,000	New	+$11.5M	﹤0.01%	3904
2019 Q1	–	Sell	-123,200	Closed	-$52K	–	6017
2018 Q4	$52K	Buy	+123,200	New	+$4.22M	﹤0.01%	5503
2018 Q3	–	Sell	-40,000	Closed	-$20K	–	6367
2018 Q2	$20K	Buy	+40,000	New	+$2.06M	﹤0.01%	5811
2015 Q3	–	Sell	-208,000	Closed	-$9K	–	6169
2015 Q2	$9K	Sell	208,000 -91,800	-31%	-$1.88M	﹤0.01%	5836
2015 Q1	$476K	Buy	299,800 +239,800	+400%	+$5.75M	﹤0.01%	3979
2014 Q4	$55K	Buy	+60,000	New	+$1.36M	﹤0.01%	4979

Other funds holding AMAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo's AMAT Position: Q1 2026 in Review

Wells Fargo increased its Applied Materials (AMAT) stake by 2.2% in Q1 2026, buying an estimated $13M and bringing the position to 1,816,119 shares worth $621M. The position accounts for 0.12% of the portfolio, ranked #168.

Wells Fargo first reported a position in AMAT in Q2 2013 and has held it in 52 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Wells Fargo held 1,816,119 shares of Applied Materials worth $621M as of Q1 2026.
Wells Fargo bought 38,621 Applied Materials shares in Q1 2026, an estimated $13M.
Applied Materials made up 0.12% of Wells Fargo's portfolio in Q1 2026, its #168 holding.
Wells Fargo first reported a position in Applied Materials in Q2 2013 and has held it in 52 quarters since.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.