FHC
AMAT icon

First Heartland Consultants’s Applied Materials AMAT Stock Holding History

First Heartland Consultants’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
Q3 		$861K Sell
1,684
-165
-9% -$83.8K 0.06% 236
2026
Q2 		$1.34M Sell
1,849
-114
-6% -$52.6K 0.09% 184
2026
Q1 		$671K Sell
1,963
-345
-15% -$116K 0.05% 248
2025
Q4 		$593K Sell
2,308
-84
-4% -$20.1K 0.04% 261
2025
Q3 		$490K Sell
2,392
-22
-0.9% -$3.99K 0.04% 286
2025
Q2 		$442K Sell
2,414
-385
-14% -$61K 0.04% 295
2025
Q1 		$406K Sell
2,799
-979
-26% -$165K 0.04% 277
2024
Q4 		$614K Buy
3,778
+46
+1% +$8.34K 0.06% 206
2024
Q3 		$754K Buy
3,732
+24
+0.6% +$4.92K 0.08% 175
2024
Q2 		$875K Buy
3,708
+47
+1% +$10.1K 0.06% 186
2024
Q1 		$755K Buy
3,661
+25
+0.7% +$4.59K 0.08% 195
2023
Q4 		$589K Sell
3,636
-165
-4% -$24.2K 0.07% 191
2023
Q3 		$526K Buy
3,801
+113
+3% +$16.2K 0.07% 203
2023
Q2 		$533K Sell
3,688
-168
-4% -$21K 0.07% 203
2023
Q1 		$474K Buy
3,856
+1
+0% +$115 0.07% 203
2022
Q4 		$375K Sell
3,855
-101
-3% -$9.69K 0.06% 245
2022
Q3 		$324K Buy
3,956
+2
+0.1% +$193 0.03% 243
2022
Q2 		$359K Buy
3,954
+79
+2% +$8.66K 0.06% 230
2022
Q1 		$510K Sell
3,875
-21
-0.5% -$2.89K 0.08% 184
2021
Q4 		$613K Sell
3,896
-62
-2% -$8.98K 0.02% 167
2021
Q3 		$509K Sell
3,958
-2,339
-37% -$318K 0.08% 200
2021
Q2 		$897K Buy
6,297
+2,675
+74% +$359K 0.14% 143
2021
Q1 		$484K Sell
3,622
-140
-4% -$15.4K 0.08% 207
2020
Q4 		$325K Sell
3,762
-370
-9% -$27.4K 0.05% 229
2020
Q3 		$246K Buy
+4,132
New +$255K 0.05% 243

Other funds holding AMAT

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

First Heartland Consultants's AMAT Position: Q3 2026 in Review

First Heartland Consultants reduced its Applied Materials (AMAT) stake by 8.9% in Q3 2026, selling an estimated $83.8K and leaving 1,684 shares worth $861K. The position accounts for 0.06% of the portfolio, ranked #236.

First Heartland Consultants first reported a position in AMAT in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.34M in Q2 2026. 160 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • First Heartland Consultants held 1,684 shares of Applied Materials worth $861K as of Q3 2026.
  • First Heartland Consultants sold 165 Applied Materials shares in Q3 2026, an estimated $83.8K.
  • Applied Materials made up 0.06% of First Heartland Consultants's portfolio in Q3 2026, its #236 holding.
  • First Heartland Consultants first reported a position in Applied Materials in Q3 2020 and has held it in 25 quarters since.
  • First Heartland Consultants's Applied Materials position peaked at $1.34M in Q2 2026.
  • 160 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.