ZF
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Zhang Financial’s Applied Materials AMAT Stock Holding History

Zhang Financial’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 		$1.98M Sell
5,780
-387
-6% -$130K 0.07% 129
2025
Q4 		$1.58M Sell
6,167
-8,772
-59% -$2.1M 0.06% 145
2025
Q3 		$3.06M Buy
14,939
+1,543
+12% +$280K 0.12% 88
2025
Q2 		$2.45M Sell
13,396
-527
-4% -$83.5K 0.11% 100
2025
Q1 		$2.02M Buy
13,923
+4,752
+52% +$799K 0.11% 107
2024
Q4 		$1.49M Buy
9,171
+1,894
+26% +$343K 0.09% 121
2024
Q3 		$1.47M Buy
7,277
+921
+14% +$189K 0.09% 114
2024
Q2 		$1.5M Buy
6,356
+311
+5% +$66.8K 0.1% 105
2024
Q1 		$1.25M Buy
6,045
+508
+9% +$93.2K 0.09% 123
2023
Q4 		$897K Buy
5,537
+1,656
+43% +$243K 0.08% 135
2023
Q3 		$537K Buy
3,881
+1,494
+63% +$214K 0.05% 155
2023
Q2 		$345K Buy
+2,387
New +$299K 0.04% 190
2022
Q1 		– Sell
-2,103
Closed -$331K – 220
2021
Q4 		$331K Sell
2,103
-161
-7% -$23.3K 0.06% 159
2021
Q3 		$291K Buy
2,264
+544
+32% +$73.9K 0.07% 131
2021
Q2 		$245K Buy
1,720
+123
+8% +$16.5K 0.06% 124
2021
Q1 		$213K Buy
+1,597
New +$176K 0.06% 122

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

Zhang Financial's AMAT Position: Q1 2026 in Review

Zhang Financial reduced its Applied Materials (AMAT) stake by 6.3% in Q1 2026, selling an estimated $130K and leaving 5,780 shares worth $1.98M. The position accounts for 0.07% of the portfolio, ranked #129.

Zhang Financial first reported a position in AMAT in Q1 2021 and has held it in 16 quarters since. The position peaked at $3.06M in Q3 2025. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Zhang Financial held 5,780 shares of Applied Materials worth $1.98M as of Q1 2026.
  • Zhang Financial sold 387 Applied Materials shares in Q1 2026, an estimated $130K.
  • Applied Materials made up 0.07% of Zhang Financial's portfolio in Q1 2026, its #129 holding.
  • Zhang Financial first reported a position in Applied Materials in Q1 2021 and has held it in 16 quarters since.
  • Zhang Financial's Applied Materials position peaked at $3.06M in Q3 2025.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.