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KMG Fiduciary Partners’s Applied Materials AMAT Stock Holding History

KMG Fiduciary Partners’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 		$4.06M Sell
7,934
-1,508
-16% -$766K 0.4% 62
2026
Q2 		$6.83M Sell
9,442
-23,980
-72% -$11.1M 0.63% 38
2026
Q1 		$11.4M Sell
33,422
-1,030
-3% -$346K 0.84% 27
2025
Q4 		$8.85M Sell
34,452
-5,030
-13% -$1.21M 0.63% 45
2025
Q3 		$8.08M Buy
39,482
+572
+1% +$104K 0.54% 52
2025
Q2 		$7.12M Buy
38,910
+1,171
+3% +$186K 0.53% 55
2025
Q1 		$5.48M Buy
37,739
+9,500
+34% +$1.6M 0.45% 60
2024
Q4 		$4.59M Buy
28,239
+1,939
+7% +$351K 0.38% 68
2024
Q3 		$5.31M Buy
26,300
+416
+2% +$85.3K 0.46% 59
2024
Q2 		$6.11M Sell
25,884
-1,430
-5% -$307K 0.6% 40
2024
Q1 		$5.63M Buy
27,314
+166
+0.6% +$30.5K 0.58% 46
2023
Q4 		$4.4M Buy
27,148
+1,211
+5% +$178K 0.51% 53
2023
Q3 		$3.59M Buy
25,937
+912
+4% +$131K 0.47% 55
2023
Q2 		$3.62M Buy
25,025
+1,226
+5% +$153K 0.47% 55
2023
Q1 		$2.92M Buy
23,799
+3,777
+19% +$434K 0.42% 64
2022
Q4 		$1.95M Buy
20,022
+971
+5% +$93.2K 0.32% 84
2022
Q3 		$1.56M Buy
19,051
+1,629
+9% +$157K 0.3% 88
2022
Q2 		$1.58M Sell
17,422
-1,721
-9% -$189K 0.3% 84
2022
Q1 		$2.52M Sell
19,143
-5,070
-21% -$698K 0.4% 62
2021
Q4 		$3.81M Sell
24,213
-679
-3% -$98.4K 0.59% 45
2021
Q3 		$3.2M Buy
24,892
+8,226
+49% +$1.12M 0.55% 47
2021
Q2 		$2.37M Buy
16,666
+327
+2% +$43.9K 0.42% 53
2021
Q1 		$2.18M Sell
16,339
-1,513
-8% -$167K 0.43% 54
2020
Q4 		$1.6M Sell
17,852
-4,984
-22% -$368K 0.34% 66
2020
Q3 		$1.36M Buy
22,836
+1,118
+5% +$69.1K 0.34% 66
2020
Q2 		$1.31M Buy
+21,718
New +$1.17M 0.36% 63

Other funds holding AMAT

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

KMG Fiduciary Partners's AMAT Position: Q3 2026 in Review

KMG Fiduciary Partners reduced its Applied Materials (AMAT) stake by 16% in Q3 2026, selling an estimated $766K and leaving 7,934 shares worth $4.06M. The position accounts for 0.4% of the portfolio, ranked #62.

KMG Fiduciary Partners first reported a position in AMAT in Q2 2020 and has held it in 26 quarters since. The position peaked at $11.4M in Q1 2026. 367 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • KMG Fiduciary Partners held 7,934 shares of Applied Materials worth $4.06M as of Q3 2026.
  • KMG Fiduciary Partners sold 1,508 Applied Materials shares in Q3 2026, an estimated $766K.
  • Applied Materials made up 0.4% of KMG Fiduciary Partners's portfolio in Q3 2026, its #62 holding.
  • KMG Fiduciary Partners first reported a position in Applied Materials in Q2 2020 and has held it in 26 quarters since.
  • KMG Fiduciary Partners's Applied Materials position peaked at $11.4M in Q1 2026.
  • 367 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.