Werba Rubin Papier Wealth Management’s Applied Materials AMAT Stock Holding History

Werba Rubin Papier Wealth Management’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	$495K	Buy	+1,448	New	+$487K	0.07%	139
2025 Q4	–	Sell	-1,023	Closed	-$209K	–	237
2025 Q3	$209K	Sell	1,023 -70	-6%	-$12.7K	0.03%	231
2025 Q2	$200K	Buy	+1,093	New	+$173K	0.04%	223
2024 Q4	–	Sell	-1,059	Closed	-$214K	–	196
2024 Q3	$214K	Buy	1,059 +94	+10%	+$19.3K	0.05%	169
2024 Q2	$228K	Sell	965 -112	-10%	-$24K	0.06%	143
2024 Q1	$222K	Buy	+1,077	New	+$198K	0.06%	130

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

Werba Rubin Papier Wealth Management's AMAT Position: Q1 2026 in Review

Werba Rubin Papier Wealth Management opened a new position in Applied Materials (AMAT) in Q1 2026: 1,448 shares worth $495K. The stake represents 0.07% of the portfolio and ranks #139 among its holdings. This is a return to the name: Werba Rubin Papier Wealth Management previously reported a position in AMAT as recently as Q3 2025.

Werba Rubin Papier Wealth Management first reported a position in AMAT in Q1 2024 and has held it in 6 quarters since. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Werba Rubin Papier Wealth Management held 1,448 shares of Applied Materials worth $495K as of Q1 2026.
Applied Materials was a new Werba Rubin Papier Wealth Management position in Q1 2026.
Applied Materials made up 0.07% of Werba Rubin Papier Wealth Management's portfolio in Q1 2026, its #139 holding.
Werba Rubin Papier Wealth Management first reported a position in Applied Materials in Q1 2024 and has held it in 6 quarters since.
2,928 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.