Winch Advisory Services’s Applied Materials AMAT Stock Holding History

Winch Advisory Services’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	$7.79K	Hold	23	–	–	﹤0.01%	341
2025 Q4	$5.85K	Hold	23	–	–	﹤0.01%	350
2025 Q3	$4.65K	Hold	23	–	–	﹤0.01%	362
2025 Q2	$4.15K	Hold	23	–	–	﹤0.01%	358
2025 Q1	$3.28K	Hold	23	–	–	﹤0.01%	376
2024 Q4	$3.67K	Sell	23 -21	-48%	-$3.81K	﹤0.01%	396
2024 Q3	$8.99K	Hold	44	–	–	﹤0.01%	271
2024 Q2	$10.5K	Hold	44	–	–	﹤0.01%	258
2024 Q1	$9.16K	Hold	44	–	–	﹤0.01%	262
2023 Q4	$7.19K	Hold	44	–	–	﹤0.01%	285
2023 Q3	$6K	Hold	44	–	–	﹤0.01%	291
2023 Q2	$6K	Hold	44	–	–	﹤0.01%	290
2023 Q1	$5K	Hold	44	–	–	﹤0.01%	295
2022 Q4	$4K	Hold	44	–	–	﹤0.01%	293
2022 Q3	$4K	Hold	44	–	–	﹤0.01%	277
2022 Q2	$4K	Sell	44 -1	-2%	-$110	﹤0.01%	293
2022 Q1	$6K	Hold	45	–	–	﹤0.01%	293
2021 Q4	$7K	Hold	45	–	–	﹤0.01%	299
2021 Q3	$6K	Hold	45	–	–	﹤0.01%	305
2021 Q2	$6K	Hold	45	–	–	﹤0.01%	315
2021 Q1	$6K	Hold	45	–	–	﹤0.01%	286
2020 Q4	$4K	Buy	+45	New	+$3.33K	﹤0.01%	311

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

Winch Advisory Services's AMAT Position: Q1 2026 in Review

Winch Advisory Services held its Applied Materials (AMAT) position steady in Q1 2026 at 23 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Winch Advisory Services first reported a position in AMAT in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.5K in Q2 2024. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Winch Advisory Services held 23 shares of Applied Materials worth $7.79K as of Q1 2026.
Winch Advisory Services left its Applied Materials share count unchanged in Q1 2026.
Applied Materials made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #341 holding.
Winch Advisory Services first reported a position in Applied Materials in Q4 2020 and has held it in 22 quarters since.
Winch Advisory Services's Applied Materials position peaked at $10.5K in Q2 2024.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.