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Leelyn Smith’s Applied Materials AMAT Stock Holding History

Leelyn Smith’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
Q2 		$19.6M Sell
27,114
-2,049
-7% -$945K 2.38% 7
2026
Q1 		$9.97M Sell
29,163
-966
-3% -$325K 1.4% 14
2025
Q4 		$7.74M Sell
30,129
-1,471
-5% -$353K 1.12% 20
2025
Q3 		$6.47M Buy
31,600
+390
+1% +$70.8K 0.97% 21
2025
Q2 		$5.71M Buy
31,210
+871
+3% +$138K 0.94% 24
2025
Q1 		$4.4M Buy
30,339
+1,058
+4% +$178K 0.78% 31
2024
Q4 		$4.76M Sell
29,281
-96
-0.3% -$17.4K 0.85% 25
2024
Q3 		$5.94M Sell
29,377
-369
-1% -$75.7K 1.07% 20
2024
Q2 		$7.02M Sell
29,746
-1,561
-5% -$335K 1.36% 15
2024
Q1 		$6.46M Sell
31,307
-1,866
-6% -$342K 1.29% 16
2023
Q4 		$5.38M Buy
33,173
+292
+0.9% +$42.9K 1.18% 18
2023
Q3 		$4.55M Sell
32,881
-1,913
-5% -$274K 1.11% 17
2023
Q2 		$5.03M Buy
34,794
+87
+0.3% +$10.9K 1.21% 18
2023
Q1 		$4.26M Buy
34,707
+1,477
+4% +$170K 1.09% 19
2022
Q4 		$3.24M Buy
33,230
+4,703
+16% +$451K 0.89% 28
2022
Q3 		$2.34M Sell
28,527
-8,091
-22% -$780K 0.81% 32
2022
Q2 		$3.33M Sell
36,618
-4,168
-10% -$457K 0.86% 32
2022
Q1 		$5.38M Buy
40,786
+344
+0.9% +$47.4K 1.4% 17
2021
Q4 		$6.36M Sell
40,442
-1,354
-3% -$196K 1.7% 12
2021
Q3 		$5.38M Buy
41,796
+570
+1% +$77.4K 1.56% 13
2021
Q2 		$5.87M Sell
41,226
-6,078
-13% -$816K 1.73% 11
2021
Q1 		$6.32M Buy
47,304
+212
+0.5% +$23.4K 1.88% 10
2020
Q4 		$4.06M Buy
47,092
+120
+0.3% +$8.87K 1.3% 17
2020
Q3 		$2.79M Buy
46,972
+2,527
+6% +$156K 0.99% 21
2020
Q2 		$2.69M Buy
44,445
+5,236
+13% +$282K 1.11% 17
2020
Q1 		$1.8M Buy
39,209
+6,296
+19% +$362K 0.96% 22
2019
Q4 		$2.01K Buy
+32,913
New +$1.85M 0.97% 17

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Leelyn Smith's AMAT Position: Q2 2026 in Review

Leelyn Smith reduced its Applied Materials (AMAT) stake by 7% in Q2 2026, selling an estimated $945K and leaving 27,114 shares worth $19.6M. The position accounts for 2.38% of the portfolio, ranked #7.

Leelyn Smith first reported a position in AMAT in Q4 2019 and has held it in 27 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Leelyn Smith held 27,114 shares of Applied Materials worth $19.6M as of Q2 2026.
  • Leelyn Smith sold 2,049 Applied Materials shares in Q2 2026, an estimated $945K.
  • Applied Materials made up 2.38% of Leelyn Smith's portfolio in Q2 2026, its #7 holding.
  • Leelyn Smith first reported a position in Applied Materials in Q4 2019 and has held it in 27 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.