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Wilson & Boucher Capital Management’s Applied Materials AMAT Stock Holding History

Wilson & Boucher Capital 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 		$2.36M Sell
6,914
-200
-3% -$67.3K 1.57% 16
2025
Q4 		$1.83M Sell
7,114
-200
-3% -$47.9K 1.2% 22
2025
Q3 		$1.5M Hold
7,314
– – 0.98% 25
2025
Q2 		$1.34M Sell
7,314
-50
-0.7% -$7.92K 0.93% 28
2025
Q1 		$1.07M Sell
7,364
-200
-3% -$33.6K 0.8% 36
2024
Q4 		$1.23M Hold
7,564
– – 0.87% 32
2024
Q3 		$1.53M Hold
7,564
– – 1.05% 26
2024
Q2 		$1.79M Hold
7,564
– – 1.37% 19
2024
Q1 		$1.56M Sell
7,564
-750
-9% -$138K 1.23% 22
2023
Q4 		$1.35M Buy
8,314
+2,000
+32% +$294K 1.13% 26
2023
Q3 		$874K Hold
6,314
– – 0.83% 37
2023
Q2 		$913K Hold
6,314
– – 0.82% 35
2023
Q1 		$776K Sell
6,314
-20
-0.3% -$2.3K 0.75% 44
2022
Q4 		$617K Buy
6,334
+1
+0% +$96 0.63% 51
2022
Q3 		$519K Buy
6,333
+1
+0% +$96 0.6% 53
2022
Q2 		$576K Buy
6,332
+1
+0% +$110 0.63% 50
2022
Q1 		$834K Sell
6,331
-230
-4% -$31.7K 0.76% 47
2021
Q4 		$1.03M Buy
+6,561
New +$950K 0.93% 33

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

Wilson & Boucher Capital Management's AMAT Position: Q1 2026 in Review

Wilson & Boucher Capital Management reduced its Applied Materials (AMAT) stake by 2.8% in Q1 2026, selling an estimated $67.3K and leaving 6,914 shares worth $2.36M. The position accounts for 1.57% of the portfolio, ranked #16.

Wilson & Boucher Capital Management first reported a position in AMAT in Q4 2021 and has held it in 18 quarters since. 2,929 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Wilson & Boucher Capital Management held 6,914 shares of Applied Materials worth $2.36M as of Q1 2026.
  • Wilson & Boucher Capital Management sold 200 Applied Materials shares in Q1 2026, an estimated $67.3K.
  • Applied Materials made up 1.57% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #16 holding.
  • Wilson & Boucher Capital Management first reported a position in Applied Materials in Q4 2021 and has held it in 18 quarters since.
  • 2,929 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.