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SFMG Wealth Advisors’s Applied Materials AMAT Stock Holding History

SFMG Wealth 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
Q2 		$35.8M Sell
49,474
-1,003
-2% -$463K 2.15% 10
2026
Q1 		$17.3M Sell
50,477
-644
-1% -$217K 1.17% 15
2025
Q4 		$13.1M Sell
51,121
-1,179
-2% -$283K 0.88% 18
2025
Q3 		$10.7M Buy
52,300
+900
+2% +$163K 0.74% 20
2025
Q2 		$9.41M Sell
51,400
-473
-0.9% -$75K 0.71% 23
2025
Q1 		$7.53M Sell
51,873
-570
-1% -$95.9K 0.59% 23
2024
Q4 		$8.53M Sell
52,443
-2,524
-5% -$457K 0.67% 20
2024
Q3 		$11.1M Buy
54,967
+219
+0.4% +$44.9K 0.9% 17
2024
Q2 		$12.9M Sell
54,748
-653
-1% -$140K 1.12% 14
2024
Q1 		$11.4M Sell
55,401
-685
-1% -$126K 0.98% 17
2023
Q4 		$9.09M Buy
56,086
+456
+0.8% +$67K 0.84% 18
2023
Q3 		$7.7M Buy
55,630
+947
+2% +$136K 0.79% 18
2023
Q2 		$7.9M Buy
54,683
+188
+0.3% +$23.5K 0.81% 17
2023
Q1 		$6.69M Buy
54,495
+1,589
+3% +$182K 0.72% 19
2022
Q4 		$5.15M Sell
52,906
-2,395
-4% -$230K 0.57% 26
2022
Q3 		$4.2M Buy
55,301
+2,522
+5% +$243K 0.49% 26
2022
Q2 		$4.8M Buy
52,779
+9,693
+22% +$1.06M 0.56% 23
2022
Q1 		$5.68M Buy
43,086
+2,559
+6% +$352K 0.56% 23
2021
Q4 		$6.38M Buy
40,527
+1,951
+5% +$283K 0.62% 20
2021
Q3 		$4.97M Buy
38,576
+3,946
+11% +$536K 0.55% 21
2021
Q2 		$4.93M Buy
34,630
+148
+0.4% +$19.9K 0.55% 21
2021
Q1 		$4.61M Buy
34,482
+1,923
+6% +$212K 0.53% 23
2020
Q4 		$2.81M Buy
32,559
+8,863
+37% +$655K 0.36% 38
2020
Q3 		$1.41M Buy
23,696
+3,295
+16% +$204K 0.19% 48
2020
Q2 		$1.23M Buy
20,401
+16,004
+364% +$863K 0.18% 47
2020
Q1 		$201K Buy
+4,397
New +$253K 0.03% 126

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SFMG Wealth Advisors's AMAT Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its Applied Materials (AMAT) stake by 2% in Q2 2026, selling an estimated $463K and leaving 49,474 shares worth $35.8M. The position accounts for 2.15% of the portfolio, ranked #10.

SFMG Wealth Advisors first reported a position in AMAT in Q1 2020 and has held it in 26 quarters since. 3,501 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • SFMG Wealth Advisors held 49,474 shares of Applied Materials worth $35.8M as of Q2 2026.
  • SFMG Wealth Advisors sold 1,003 Applied Materials shares in Q2 2026, an estimated $463K.
  • Applied Materials made up 2.15% of SFMG Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • SFMG Wealth Advisors first reported a position in Applied Materials in Q1 2020 and has held it in 26 quarters since.
  • 3,501 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.