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Sand Hill Global Advisors’s Applied Materials AMAT Stock Holding History

Sand Hill Global Advisors’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sand Hill Global Advisors's AMAT Position: Q1 2026 in Review

Sand Hill Global Advisors reduced its Applied Materials (AMAT) stake by 8% in Q1 2026, selling an estimated $180K and leaving 6,162 shares worth $2.11M. The position accounts for 0.07% of the portfolio, ranked #99.

Sand Hill Global Advisors first reported a position in AMAT in Q1 2024 and has held it in 9 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Sand Hill Global Advisors held 6,162 shares of Applied Materials worth $2.11M as of Q1 2026.
  • Sand Hill Global Advisors sold 535 Applied Materials shares in Q1 2026, an estimated $180K.
  • Applied Materials made up 0.07% of Sand Hill Global Advisors's portfolio in Q1 2026, its #99 holding.
  • Sand Hill Global Advisors first reported a position in Applied Materials in Q1 2024 and has held it in 9 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.