Sandler Capital Management’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 Q1	–	Sell	-3,426	Closed	-$880K	–	122
2025 Q4	$880K	Buy	+3,426	New	+$821K	0.29%	113
2024 Q3	–	Sell	-34,480	Closed	-$8.14M	–	145
2024 Q2	$8.14M	Sell	34,480 -2,810	-8%	-$603K	0.87%	40
2024 Q1	$7.69M	Sell	37,290 -55,580	-60%	-$10.2M	0.56%	74
2023 Q4	$15.1M	Sell	92,870 -4,430	-5%	-$651K	1.25%	28
2023 Q3	$13.5M	Buy	97,300 +40,887	+72%	+$5.86M	1.39%	23
2023 Q2	$8.15M	Buy	56,413 +1,734	+3%	+$217K	0.67%	58
2023 Q1	$6.72M	Buy	+54,679	New	+$6.28M	0.61%	54
2021 Q2	–	Sell	-115,320	Closed	-$15.4M	–	100
2021 Q1	$15.4M	Buy	+115,320	New	+$12.7M	1.31%	22
2016 Q4	–	Sell	-205,240	Closed	-$6.19M	–	151
2016 Q3	$6.19M	Sell	205,240 -64,090	-24%	-$1.79M	0.76%	52
2016 Q2	$6.46M	Buy	+269,330	New	+$5.94M	0.85%	49
2015 Q1	–	Sell	-304,500	Closed	-$7.59M	–	201
2014 Q4	$7.59M	Buy	+304,500	New	+$6.88M	0.4%	87
2014 Q2	–	Sell	-520,000	Closed	-$10.6M	–	188
2014 Q1	$10.6M	Buy	+520,000	New	+$9.55M	0.37%	106
2013 Q3	–	Sell	-889,092	Closed	-$14.2M	–	167
2013 Q2	$13.3M	Buy	+889,092	New	+$12.9M	0.5%	87