Silvant 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 | $6.27M | Buy |
18,339
+1,750
| +11% | +$589K | 0.22% | 55 |
|
|
2025
Q4 | $4.26M | Sell |
16,589
-10,486
| -39% | -$2.51M | 0.14% | 81 |
|
|
2025
Q3 | $5.54M | Sell |
27,075
-112,190
| -81% | -$20.4M | 0.19% | 65 |
|
|
2025
Q2 | $25.5M | Sell |
139,265
-32,802
| -19% | -$5.2M | 0.96% | 20 |
|
|
2025
Q1 | $25M | Sell |
172,067
-7,574
| -4% | -$1.27M | 1.15% | 18 |
|
|
2024
Q4 | $29.2M | Sell |
179,641
-271
| -0.2% | -$49.1K | 1.21% | 18 |
|
|
2024
Q3 | $36.4M | Sell |
179,912
-1,833
| -1% | -$376K | 1.59% | 15 |
|
|
2024
Q2 | $42.9M | Buy |
181,745
+14,483
| +9% | +$3.11M | 1.9% | 12 |
|
|
2024
Q1 | $34.5M | Buy |
167,262
+4,400
| +3% | +$807K | 1.65% | 16 |
|
|
2023
Q4 | $26.4M | Sell |
162,862
-4,465
| -3% | -$656K | 1.42% | 16 |
|
|
2023
Q3 | $23.2M | Sell |
167,327
-1,645
| -1% | -$236K | 1.4% | 16 |
|
|
2023
Q2 | $24.4M | Buy |
168,972
+4,755
| +3% | +$595K | 1.37% | 18 |
|
|
2023
Q1 | $20.2M | Sell |
164,217
-2,762
| -2% | -$317K | 1.31% | 17 |
|
|
2022
Q4 | $16.3M | Sell |
166,979
-3,425
| -2% | -$329K | 1.15% | 19 |
|
|
2022
Q3 | $14M | Buy |
170,404
+129,652
| +318% | +$12.5M | 0.95% | 21 |
|
|
2022
Q2 | $3.71M | Sell |
40,752
-28
| -0.1% | -$3.07K | 0.9% | 21 |
|
|
2022
Q1 | $5.38M | Buy |
40,780
+6,082
| +18% | +$837K | 1.02% | 18 |
|
|
2021
Q4 | $5.46M | Sell |
34,698
-1,498
| -4% | -$217K | 0.93% | 21 |
|
|
2021
Q3 | $4.66M | Sell |
36,196
-6,869
| -16% | -$933K | 0.83% | 23 |
|
|
2021
Q2 | $6.13M | Sell |
43,065
-151
| -0.3% | -$20.3K | 0.97% | 18 |
|
|
2021
Q1 | $5.77M | Sell |
43,216
-9,173
| -18% | -$1.01M | 0.99% | 20 |
|
|
2020
Q4 | $4.52M | Sell |
52,389
-941
| -2% | -$69.6K | 0.77% | 27 |
|
|
2020
Q3 | $3.17M | Sell |
53,330
-14,016
| -21% | -$866K | 0.59% | 38 |
|
|
2020
Q2 | $4.07M | Sell |
67,346
-3,653
| -5% | -$197K | 0.73% | 31 |
|
|
2020
Q1 | $3.25M | Sell |
70,999
-1,345
| -2% | -$77.3K | 0.71% | 33 |
|
|
2019
Q4 | $4.42M | Sell |
72,344
-777
| -1% | -$43.7K | 0.81% | 30 |
|
|
2019
Q3 | $3.65M | Sell |
73,121
-9,729
| -12% | -$470K | 0.72% | 37 |
|
|
2019
Q2 | $3.72M | Sell |
82,850
-7,838
| -9% | -$330K | 0.67% | 45 |
|
|
2019
Q1 | $3.6M | Sell |
90,688
-3,716
| -4% | -$141K | 0.65% | 46 |
|
|
2018
Q4 | $3.09M | Sell |
94,404
-2,572
| -3% | -$88.2K | 0.62% | 53 |
|
|
2018
Q3 | $3.75M | Sell |
96,976
-15,782
| -14% | -$698K | 0.46% | 77 |
|
|
2018
Q2 | $5.21M | Sell |
112,758
-84,732
| -43% | -$4.37M | 0.64% | 57 |
|
|
2018
Q1 | $11M | Buy |
+197,490
| New | +$11M | 1.41% | 11 |
|
Other funds holding AMAT
VCM
VPM
Silvant Capital Management's AMAT Position: Q1 2026 in Review
Silvant Capital Management increased its Applied Materials (AMAT) stake by 11% in Q1 2026, buying an estimated $589K and bringing the position to 18,339 shares worth $6.27M. The position accounts for 0.22% of the portfolio, ranked #55.
Silvant Capital Management first reported a position in AMAT in Q1 2018 and has held it in 33 quarters since. The position peaked at $42.9M in Q2 2024. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.
- Silvant Capital Management held 18,339 shares of Applied Materials worth $6.27M as of Q1 2026.
- Silvant Capital Management bought 1,750 Applied Materials shares in Q1 2026, an estimated $589K.
- Applied Materials made up 0.22% of Silvant Capital Management's portfolio in Q1 2026, its #55 holding.
- Silvant Capital Management first reported a position in Applied Materials in Q1 2018 and has held it in 33 quarters since.
- Silvant Capital Management's Applied Materials position peaked at $42.9M in Q2 2024.
- 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.
Based on Silvant Capital Management's 13F filing for Q1 2026, filed 14 May 2026.