West Tower Group’s Applied Materials AMAT Stock Holding History

West Tower 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
2025 Q4	–	Sell	-1,500	Closed	-$307K	–	79
2025 Q3	$307K	Buy	+1,500	New	+$272K	0.89%	23
2024 Q3	–	Sell	-1,600	Closed	-$378K	–	115
2024 Q2	$378K	Buy	1,600 +600	+60%	+$129K	1.02%	31
2024 Q1	$206K	Buy	+1,000	New	+$183K	0.62%	44
2023 Q4	–	Sell	-87	Closed	-$12K	–	507
2023 Q3	$12K	Buy	+87	New	+$12.5K	0.01%	375

Other funds holding AMAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

West Tower Group's AMAT Position: Q4 2025 in Review

West Tower Group sold out of Applied Materials (AMAT) in Q4 2025, closing a stake of 1,500 shares — an estimated $307K sold.

West Tower Group first reported a position in AMAT in Q3 2023 and held it in 4 quarters. The position peaked at $378K in Q2 2024. 2,637 funds tracked by Wall St. Rank hold AMAT as of Q4 2025.

West Tower Group reported no remaining Applied Materials position as of Q4 2025 after selling out during the quarter.
West Tower Group sold 1,500 Applied Materials shares in Q4 2025, an estimated $307K.
West Tower Group first reported a position in Applied Materials in Q3 2023 and held it in 4 quarters.
West Tower Group's Applied Materials position peaked at $378K in Q2 2024.
2,637 funds tracked by Wall St. Rank held Applied Materials as of Q4 2025.

Based on West Tower Group's 13F filing for Q4 2025, filed 4 Feb 2026.