Westover Capital Advisors’s Applied Materials AMAT Stock Holding History

Westover Capital 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	$2.28M	Buy	6,668 +550	+9%	+$185K	0.42%	56
2025 Q4	$1.57M	Hold	6,118	–	–	0.29%	73
2025 Q3	$1.25M	Hold	6,118	–	–	0.23%	85
2025 Q2	$1.12M	Hold	6,118	–	–	0.22%	88
2025 Q1	$888K	Hold	6,118	–	–	0.2%	101
2024 Q4	$995K	Hold	6,118	–	–	0.22%	94
2024 Q3	$1.24M	Sell	6,118 -700	-10%	-$144K	0.24%	90
2024 Q2	$1.61M	Hold	6,818	–	–	0.41%	58
2024 Q1	$1.41M	Buy	6,818 +700	+11%	+$128K	0.41%	62
2023 Q4	$992K	Hold	6,118	–	–	0.32%	77
2023 Q3	$847K	Hold	6,118	–	–	0.31%	75
2023 Q2	$884K	Hold	6,118	–	–	0.31%	78
2023 Q1	$751K	Hold	6,118	–	–	0.28%	82
2022 Q4	$596K	Hold	6,118	–	–	0.24%	86
2022 Q3	$501K	Sell	6,118 -1,600	-21%	-$154K	0.19%	93
2022 Q2	$702K	Hold	7,718	–	–	0.26%	81
2022 Q1	$1.02M	Hold	7,718	–	–	0.32%	70
2021 Q4	$1.22M	Hold	7,718	–	–	0.35%	68
2021 Q3	$994K	Hold	7,718	–	–	0.31%	75
2021 Q2	$1.1M	Hold	7,718	–	–	0.35%	68
2021 Q1	$1.03M	Buy	7,718 +1,600	+26%	+$176K	0.35%	68
2020 Q4	$528K	Hold	6,118	–	–	0.19%	93
2020 Q3	$364K	Buy	6,118 +118	+2%	+$7.29K	0.15%	99
2020 Q2	$363K	Hold	6,000	–	–	0.17%	88
2020 Q1	$275K	Hold	6,000	–	–	0.15%	95
2019 Q4	$366K	Hold	6,000	–	–	0.16%	98
2019 Q3	$299K	Hold	6,000	–	–	0.14%	105
2019 Q2	$269K	Hold	6,000	–	–	0.13%	109
2019 Q1	$238K	Buy	+6,000	New	+$228K	0.12%	116
2018 Q4	–	Sell	-6,000	Closed	-$232K	–	109
2018 Q3	$232K	Hold	6,000	–	–	0.12%	109
2018 Q2	$277K	Hold	6,000	–	–	0.15%	95
2018 Q1	$334K	Hold	6,000	–	–	0.18%	90
2017 Q4	$307K	Hold	6,000	–	–	0.17%	100
2017 Q3	$313K	Hold	6,000	–	–	0.18%	96
2017 Q2	$248K	Hold	6,000	–	–	0.16%	99
2017 Q1	$233K	Buy	+6,000	New	+$215K	0.16%	92
2015 Q2	–	Sell	-104,071	Closed	-$2.35M	–	90
2015 Q1	$2.35M	Buy	104,071 +3,528	+4%	+$84.5K	1.9%	17
2014 Q4	$2.51M	Sell	100,543 -7,714	-7%	-$174K	2.15%	16
2014 Q3	$2.34M	Sell	108,257 -16,515	-13%	-$365K	1.91%	20
2014 Q2	$2.81M	Sell	124,772 -50,310	-29%	-$1.03M	2.37%	12
2014 Q1	$3.58M	Sell	175,082 -3,373	-2%	-$61.9K	3.33%	4
2013 Q4	$3.15M	Buy	178,455 +13,205	+8%	+$230K	3.01%	7
2013 Q3	$2.9M	Sell	165,250 -18,910	-10%	-$302K	3%	6
2013 Q2	$2.75M	Buy	+184,160	New	+$2.67M	2.7%	11

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

Westover Capital Advisors's AMAT Position: Q1 2026 in Review

Westover Capital Advisors increased its Applied Materials (AMAT) stake by 9% in Q1 2026, buying an estimated $185K and bringing the position to 6,668 shares worth $2.28M. The position accounts for 0.42% of the portfolio, ranked #56.

Westover Capital Advisors first reported a position in AMAT in Q2 2013 and has held it in 44 quarters since. The position peaked at $3.58M in Q1 2014. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Westover Capital Advisors held 6,668 shares of Applied Materials worth $2.28M as of Q1 2026.
Westover Capital Advisors bought 550 Applied Materials shares in Q1 2026, an estimated $185K.
Applied Materials made up 0.42% of Westover Capital Advisors's portfolio in Q1 2026, its #56 holding.
Westover Capital Advisors first reported a position in Applied Materials in Q2 2013 and has held it in 44 quarters since.
Westover Capital Advisors's Applied Materials position peaked at $3.58M in Q1 2014.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.