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Whipplewood Advisors’s Applied Materials AMAT Stock Holding History

Whipplewood 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 		$34.9K Buy
102
+70
+219% +$23.5K 0.02% 313
2025
Q4 		$8.22K Buy
+32
New +$7.67K 0.01% 283
2025
Q3 		– Sell
-318
Closed -$58.2K – 337
2025
Q2 		$58.2K Buy
318
+163
+105% +$25.8K 0.03% 296
2025
Q1 		$45K Sell
155
-171
-52% -$28.8K 0.03% 320
2024
Q4 		$53K Buy
+326
New +$59.1K 0.03% 308

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

Whipplewood Advisors's AMAT Position: Q1 2026 in Review

Whipplewood Advisors increased its Applied Materials (AMAT) stake by 219% in Q1 2026, buying an estimated $23.5K and bringing the position to 102 shares worth $34.9K. The position accounts for 0.02% of the portfolio, ranked #313.

Whipplewood Advisors first reported a position in AMAT in Q4 2024 and has held it in 5 quarters since. The position peaked at $58.2K in Q2 2025. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Whipplewood Advisors held 102 shares of Applied Materials worth $34.9K as of Q1 2026.
  • Whipplewood Advisors bought 70 Applied Materials shares in Q1 2026, an estimated $23.5K.
  • Applied Materials made up 0.02% of Whipplewood Advisors's portfolio in Q1 2026, its #313 holding.
  • Whipplewood Advisors first reported a position in Applied Materials in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Applied Materials position peaked at $58.2K in Q2 2025.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.