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Galvin Gaustad & Stein’s Applied Materials AMAT Stock Holding History

Galvin Gaustad & Stein’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 		$373K Sell
729
-410
-36% -$208K 0.03% 198
2026
Q2 		$824K Sell
1,139
-46
-4% -$21.2K 0.06% 150
2026
Q1 		$405K Sell
1,185
-38
-3% -$12.8K 0.03% 190
2025
Q4 		$314K Buy
1,223
+123
+11% +$29.5K 0.02% 209
2025
Q3 		$225K Hold
1,100
– – 0.02% 196
2025
Q2 		$201K Buy
+1,100
New +$174K 0.02% 189

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

Galvin Gaustad & Stein's AMAT Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Applied Materials (AMAT) stake by 36% in Q3 2026, selling an estimated $208K and leaving 729 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #198.

Galvin Gaustad & Stein first reported a position in AMAT in Q2 2025 and has held it in 6 quarters since. The position peaked at $824K in Q2 2026. 160 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Galvin Gaustad & Stein held 729 shares of Applied Materials worth $373K as of Q3 2026.
  • Galvin Gaustad & Stein sold 410 Applied Materials shares in Q3 2026, an estimated $208K.
  • Applied Materials made up 0.03% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #198 holding.
  • Galvin Gaustad & Stein first reported a position in Applied Materials in Q2 2025 and has held it in 6 quarters since.
  • Galvin Gaustad & Stein's Applied Materials position peaked at $824K in Q2 2026.
  • 160 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.