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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
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 $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

SFMG Wealth Advisors's AMAT Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Applied Materials (AMAT) stake by 1.3% in Q1 2026, selling an estimated $217K and leaving 50,477 shares worth $17.3M. The position accounts for 1.17% of the portfolio, ranked #15.

SFMG Wealth Advisors first reported a position in AMAT in Q1 2020 and has held it in 25 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • SFMG Wealth Advisors held 50,477 shares of Applied Materials worth $17.3M as of Q1 2026.
  • SFMG Wealth Advisors sold 644 Applied Materials shares in Q1 2026, an estimated $217K.
  • Applied Materials made up 1.17% of SFMG Wealth Advisors's portfolio in Q1 2026, its #15 holding.
  • SFMG Wealth Advisors first reported a position in Applied Materials in Q1 2020 and has held it in 25 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.