Clark Capital Management Group’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $89.3M | Buy |
261,132
+230,406
| +750% | +$77.5M | 0.55% | 42 |
|
|
2025
Q4 | $7.9M | Buy |
30,726
+3,560
| +13% | +$853K | 0.05% | 185 |
|
|
2025
Q3 | $5.56M | Buy |
27,166
+3,148
| +13% | +$571K | 0.03% | 213 |
|
|
2025
Q2 | $4.4M | Buy |
24,018
+3,504
| +17% | +$555K | 0.03% | 219 |
|
|
2025
Q1 | $2.98M | Sell |
20,514
-158,248
| -89% | -$26.6M | 0.02% | 240 |
|
|
2024
Q4 | $29.1M | Sell |
178,762
-333,618
| -65% | -$60.5M | 0.2% | 131 |
|
|
2024
Q3 | $104M | Sell |
512,380
-7,864
| -2% | -$1.61M | 0.71% | 35 |
|
|
2024
Q2 | $123M | Buy |
520,244
+8,451
| +2% | +$1.81M | 0.9% | 23 |
|
|
2024
Q1 | $106M | Buy |
511,793
+1,589
| +0.3% | +$292K | 0.79% | 25 |
|
|
2023
Q4 | $82.7M | Sell |
510,204
-186,551
| -27% | -$27.4M | 0.68% | 29 |
|
|
2023
Q3 | $96.5M | Buy |
696,755
+12,501
| +2% | +$1.79M | 0.96% | 20 |
|
|
2023
Q2 | $98.9M | Buy |
684,254
+19,977
| +3% | +$2.5M | 0.88% | 17 |
|
|
2023
Q1 | $81.6M | Buy |
664,277
+56,875
| +9% | +$6.53M | 0.91% | 17 |
|
|
2022
Q4 | $59.1M | Buy |
607,402
+194,196
| +47% | +$18.6M | 0.54% | 34 |
|
|
2022
Q3 | $33.9M | Buy |
413,206
+231,890
| +128% | +$22.4M | 0.44% | 60 |
|
|
2022
Q2 | $16.5M | Buy |
181,316
+9,081
| +5% | +$996K | 0.22% | 149 |
|
|
2022
Q1 | $22.7M | Sell |
172,235
-41,990
| -20% | -$5.78M | 0.25% | 143 |
|
|
2021
Q4 | $33.7M | Sell |
214,225
-31,856
| -13% | -$4.61M | 0.41% | 87 |
|
|
2021
Q3 | $31.7M | Buy |
246,081
+5,361
| +2% | +$728K | 0.43% | 74 |
|
|
2021
Q2 | $34.3M | Buy |
240,720
+3,556
| +1% | +$477K | 0.48% | 70 |
|
|
2021
Q1 | $31.7M | Sell |
237,164
-46,092
| -16% | -$5.08M | 0.48% | 73 |
|
|
2020
Q4 | $24.4M | Sell |
283,256
-91,117
| -24% | -$6.74M | 0.4% | 93 |
|
|
2020
Q3 | $22.3M | Sell |
374,373
-111,180
| -23% | -$6.87M | 0.42% | 92 |
|
|
2020
Q2 | $29.4M | Buy |
485,553
+3,739
| +0.8% | +$202K | 0.55% | 52 |
|
|
2020
Q1 | $22.1M | Buy |
481,814
+170,369
| +55% | +$9.79M | 0.56% | 58 |
|
|
2019
Q4 | $19M | Buy |
+311,445
| New | +$17.5M | 0.4% | 107 |
|
|
2019
Q2 | – | Sell |
-284,214
| Closed | -$11.3M | – | 291 |
|
|
2019
Q1 | $11.3M | Buy |
+284,214
| New | +$10.8M | 0.27% | 118 |
|
|
2018
Q3 | – | Sell |
-358,931
| Closed | -$16.6M | – | 277 |
|
|
2018
Q2 | $16.6M | Sell |
358,931
-36,873
| -9% | -$1.9M | 0.48% | 83 |
|
|
2018
Q1 | $22M | Sell |
395,804
-47,618
| -11% | -$2.65M | 0.69% | 55 |
|
|
2017
Q4 | $22.7M | Buy |
443,422
+25,512
| +6% | +$1.38M | 0.69% | 49 |
|
|
2017
Q3 | $21.8M | Buy |
417,910
+167,034
| +67% | +$7.55M | 0.73% | 39 |
|
|
2017
Q2 | $10.4M | Buy |
+250,876
| New | +$10.7M | 0.4% | 87 |
|
|
2015
Q4 | – | Sell |
-10,127
| Closed | -$149K | – | 302 |
|
|
2015
Q3 | $149K | Sell |
10,127
-1,373
| -12% | -$22.9K | 0.01% | 300 |
|
|
2015
Q2 | $221K | Sell |
11,500
-3,575
| -24% | -$73.4K | 0.02% | 303 |
|
|
2015
Q1 | $340K | Sell |
15,075
-2,838
| -16% | -$68K | 0.03% | 256 |
|
|
2014
Q4 | $446K | Buy |
17,913
+734
| +4% | +$16.6K | 0.04% | 214 |
|
|
2014
Q3 | $371K | Buy |
17,179
+558
| +3% | +$12.3K | 0.03% | 216 |
|
|
2014
Q2 | $375K | Buy |
16,621
+2,666
| +19% | +$54.4K | 0.03% | 228 |
|
|
2014
Q1 | $285K | Sell |
13,955
-3,269
| -19% | -$60K | 0.02% | 274 |
|
|
2013
Q4 | $305K | Sell |
17,224
-2,206
| -11% | -$38.4K | 0.03% | 267 |
|
|
2013
Q3 | $341K | Buy |
19,430
+2,464
| +15% | +$39.3K | 0.03% | 250 |
|
|
2013
Q2 | $253K | Buy |
+16,966
| New | +$246K | 0.02% | 276 |
|
Other funds holding AMAT
VCM
VPM
Clark Capital Management Group's AMAT Position: Q1 2026 in Review
Clark Capital Management Group increased its Applied Materials (AMAT) stake by 750% in Q1 2026, buying an estimated $77.5M and bringing the position to 261,132 shares worth $89.3M. The position accounts for 0.55% of the portfolio, ranked #42.
Clark Capital Management Group first reported a position in AMAT in Q2 2013 and has held it in 42 quarters since. The position peaked at $123M in Q2 2024. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.
- Clark Capital Management Group held 261,132 shares of Applied Materials worth $89.3M as of Q1 2026.
- Clark Capital Management Group bought 230,406 Applied Materials shares in Q1 2026, an estimated $77.5M.
- Applied Materials made up 0.55% of Clark Capital Management Group's portfolio in Q1 2026, its #42 holding.
- Clark Capital Management Group first reported a position in Applied Materials in Q2 2013 and has held it in 42 quarters since.
- Clark Capital Management Group's Applied Materials position peaked at $123M in Q2 2024.
- 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.
Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.