Whitney & Co’s Applied Materials AMAT Stock Holding History

Whitney & Co’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	$629K	Buy	1,841 +50	+3%	+$16.8K	0.05%	113
2025 Q4	$460K	Buy	+1,791	New	+$429K	0.04%	122

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

Whitney & Co's AMAT Position: Q1 2026 in Review

Whitney & Co increased its Applied Materials (AMAT) stake by 2.8% in Q1 2026, buying an estimated $16.8K and bringing the position to 1,841 shares worth $629K. The position accounts for 0.05% of the portfolio, ranked #113.

Whitney & Co first reported a position in AMAT in Q4 2025 and has held it in 2 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Whitney & Co held 1,841 shares of Applied Materials worth $629K as of Q1 2026.
Whitney & Co bought 50 Applied Materials shares in Q1 2026, an estimated $16.8K.
Applied Materials made up 0.05% of Whitney & Co's portfolio in Q1 2026, its #113 holding.
Whitney & Co first reported a position in Applied Materials in Q4 2025 and has held it in 2 quarters since.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Whitney & Co's 13F filing for Q1 2026, filed 5 May 2026.