Sheets Smith Wealth Management’s Applied Materials AMAT Stock Holding History

Sheets Smith Wealth Management’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 Q3	$885K	Buy	1,731 +1	+0.1%	+$508	0.09%	205
2026 Q2	$1.25M	Sell	1,730 -105	-6%	-$48.4K	0.13%	165
2026 Q1	$627K	Buy	1,835 +17	+0.9%	+$5.72K	0.07%	252
2025 Q4	$467K	Buy	1,818 +29	+2%	+$6.95K	0.05%	285
2025 Q3	$366K	Buy	1,789 +24	+1%	+$4.35K	0.04%	316
2025 Q2	$323K	Sell	1,765 -4	-0.2%	-$634	0.04%	334
2025 Q1	$257K	Buy	1,769 +1	+0.1%	+$168	0.03%	316
2024 Q4	$288K	Buy	1,768 +1	+0.1%	+$181	0.04%	317
2024 Q3	$357K	Sell	1,767 -159	-8%	-$32.6K	0.04%	298
2024 Q2	$455K	Sell	1,926 -87	-4%	-$18.7K	0.05%	255
2024 Q1	$415K	Sell	2,013 -70,206	-97%	-$12.9M	0.05%	279
2023 Q4	$323K	Buy	72,219 +70,478	+4,048%	+$10.4M	0.05%	281
2023 Q3	$241K	Sell	1,741 -1	-0.1%	-$143	0.04%	290
2023 Q2	$252K	Sell	1,742 -376	-18%	-$47.1K	0.04%	291
2023 Q1	$260K	Buy	2,118 +46	+2%	+$5.28K	0.04%	278
2022 Q4	$202K	Buy	+2,072	New	+$199K	0.03%	291
2022 Q2	–	Sell	-1,889	Closed	-$249K	–	304
2022 Q1	$249K	Buy	1,889 +55	+3%	+$7.57K	0.03%	306
2021 Q4	$289K	Buy	1,834 +1	+0.1%	+$145	0.04%	310
2021 Q3	$236K	Hold	1,833	–	–	0.03%	336
2021 Q2	$261K	Sell	1,833 -65	-3%	-$8.72K	0.04%	320
2021 Q1	$254K	Buy	+1,898	New	+$209K	0.04%	290
2020 Q1	–	Sell	-12,275	Closed	-$745K	–	274
2019 Q4	$745K	Buy	+12,275	New	+$690K	0.14%	153
2017 Q2	–	Sell	-40,595	Closed	-$1.58M	–	294
2017 Q1	$1.58M	Sell	40,595 -542	-1%	-$19.5K	0.42%	72
2016 Q4	$1.33M	Sell	41,137 -2,362	-5%	-$71.9K	0.37%	77
2016 Q3	$1.31M	Sell	43,499 -1,954	-4%	-$54.5K	0.37%	76
2016 Q2	$1.09M	Buy	+45,453	New	+$1M	0.32%	89
2015 Q1	–	Sell	-36,877	Closed	-$919K	–	240
2014 Q4	$919K	Sell	36,877 -4,286	-10%	-$96.8K	0.24%	129
2014 Q3	$890K	Buy	41,163 +1,395	+4%	+$30.9K	0.24%	129
2014 Q2	$897K	Buy	+39,768	New	+$811K	0.24%	125

Other funds holding AMAT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Sheets Smith Wealth Management's AMAT Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its Applied Materials (AMAT) stake by 0.06% in Q3 2026, buying an estimated $508 and bringing the position to 1,731 shares worth $885K. The position accounts for 0.09% of the portfolio, ranked #205.

Sheets Smith Wealth Management first reported a position in AMAT in Q2 2014 and has held it in 29 quarters since. The position peaked at $1.58M in Q1 2017. 513 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Sheets Smith Wealth Management held 1,731 shares of Applied Materials worth $885K as of Q3 2026.
Sheets Smith Wealth Management bought 1 Applied Materials share in Q3 2026, an estimated $508.
Applied Materials made up 0.09% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #205 holding.
Sheets Smith Wealth Management first reported a position in Applied Materials in Q2 2014 and has held it in 29 quarters since.
Sheets Smith Wealth Management's Applied Materials position peaked at $1.58M in Q1 2017.
513 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.