Arvest Bank Trust Division’s Applied Materials AMAT Stock Holding History

Arvest Bank Trust Division’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	$7.84M	Sell	22,931 -14,870	-39%	-$5M	0.43%	51
2025 Q4	$9.71M	Sell	37,801 -766	-2%	-$184K	0.53%	51
2025 Q3	$7.9M	Sell	38,567 -8,985	-19%	-$1.63M	0.44%	59
2025 Q2	$8.71M	Sell	47,552 -21,113	-31%	-$3.35M	0.51%	57
2025 Q1	$9.96M	Buy	68,665 +18,689	+37%	+$3.14M	0.63%	54
2024 Q4	$8.13M	Sell	49,976 -16,805	-25%	-$3.05M	0.49%	58
2024 Q3	$13.5M	Buy	+66,781	New	+$13.7M	0.78%	44
2021 Q3	$304K	Buy	2,360 +540	+30%	+$73.3K	0.02%	139
2021 Q2	$259K	Hold	1,820	–	–	0.01%	142
2021 Q1	$243K	Buy	+1,820	New	+$201K	0.01%	134

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

Arvest Bank Trust Division's AMAT Position: Q1 2026 in Review

Arvest Bank Trust Division reduced its Applied Materials (AMAT) stake by 39% in Q1 2026, selling an estimated $5M and leaving 22,931 shares worth $7.84M. The position accounts for 0.43% of the portfolio, ranked #51.

Arvest Bank Trust Division first reported a position in AMAT in Q1 2021 and has held it in 10 quarters since. The position peaked at $13.5M in Q3 2024. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Arvest Bank Trust Division held 22,931 shares of Applied Materials worth $7.84M as of Q1 2026.
Arvest Bank Trust Division sold 14,870 Applied Materials shares in Q1 2026, an estimated $5M.
Applied Materials made up 0.43% of Arvest Bank Trust Division's portfolio in Q1 2026, its #51 holding.
Arvest Bank Trust Division first reported a position in Applied Materials in Q1 2021 and has held it in 10 quarters since.
Arvest Bank Trust Division's Applied Materials position peaked at $13.5M in Q3 2024.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Arvest Bank Trust Division's 13F filing for Q1 2026, filed 13 May 2026.