Sand Hill Global Advisors’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
Q2
$5.35M Buy
7,400
+1,238
+20% +$571K 0.16% 71
2026
Q1
$2.11M Sell
6,162
-535
-8% -$180K 0.07% 99
2025
Q4
$1.72M Buy
6,697
+584
+10% +$140K 0.06% 102
2025
Q3
$1.25M Hold
6,113
– – 0.04% 108
2025
Q2
$1.12M Buy
6,113
+11
+0.2% +$1.74K 0.04% 116
2025
Q1
$886K Sell
6,102
-17
-0.3% -$2.86K 0.04% 117
2024
Q4
$995K Sell
6,119
-402
-6% -$72.9K 0.04% 113
2024
Q3
$1.32M Hold
6,521
– – 0.06% 103
2024
Q2
$1.54M Buy
6,521
+203
+3% +$43.6K 0.07% 97
2024
Q1
$1.3M Buy
+6,318
New +$1.16M 0.06% 93

Other funds holding AMAT

Sand Hill Global Advisors's AMAT Position: Q2 2026 in Review

Sand Hill Global Advisors increased its Applied Materials (AMAT) stake by 20% in Q2 2026, buying an estimated $571K and bringing the position to 7,400 shares worth $5.35M. The position accounts for 0.16% of the portfolio, ranked #71.

Sand Hill Global Advisors first reported a position in AMAT in Q1 2024 and has held it in 10 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Sand Hill Global Advisors held 7,400 shares of Applied Materials worth $5.35M as of Q2 2026.
  • Sand Hill Global Advisors bought 1,238 Applied Materials shares in Q2 2026, an estimated $571K.
  • Applied Materials made up 0.16% of Sand Hill Global Advisors's portfolio in Q2 2026, its #71 holding.
  • Sand Hill Global Advisors first reported a position in Applied Materials in Q1 2024 and has held it in 10 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.