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Silver Lake Advisory’s Applied Materials AMAT Stock Holding History

Silver Lake Advisory’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 		$9.07M Sell
12,550
-4,164
-25% -$1.92M 3.24% 6
2026
Q1 		$5.71M Sell
16,714
-5,581
-25% -$1.88M 2.27% 12
2025
Q4 		$5.73M Sell
22,295
-199
-0.9% -$47.7K 2.22% 15
2025
Q3 		$4.61M Sell
22,494
-5,624
-20% -$1.02M 1.83% 19
2025
Q2 		$5.15M Buy
28,118
+240
+0.9% +$38K 2.19% 17
2025
Q1 		$4.05M Buy
27,878
+338
+1% +$56.8K 1.77% 19
2024
Q4 		$4.48M Sell
27,540
-315
-1% -$57.1K 1.97% 19
2024
Q3 		$5.63M Buy
27,855
+722
+3% +$148K 2.31% 11
2024
Q2 		$6.4M Sell
27,133
-3,130
-10% -$672K 2.89% 6
2024
Q1 		$6.24M Sell
30,263
-184
-0.6% -$33.8K 2.78% 9
2023
Q4 		$4.93M Buy
30,447
+632
+2% +$92.9K 2.76% 12
2023
Q3 		$4.13M Buy
29,815
+252
+0.9% +$36.1K 2.55% 13
2023
Q2 		$4.27M Sell
29,563
-256
-0.9% -$32K 2.28% 12
2023
Q1 		$3.66M Sell
29,819
-116
-0.4% -$13.3K 2.03% 18
2022
Q4 		$2.92M Sell
29,935
-194
-0.6% -$18.6K 1.78% 27
2022
Q3 		$2.47M Buy
30,129
+450
+2% +$43.4K 1.44% 33
2022
Q2 		$2.7M Buy
29,679
+415
+1% +$45.5K 1.47% 32
2022
Q1 		$3.86M Buy
29,264
+706
+2% +$97.2K 1.83% 21
2021
Q4 		$4.49M Buy
28,558
+658
+2% +$95.3K 2.08% 14
2021
Q3 		$3.59M Buy
27,900
+1,694
+6% +$230K 1.77% 22
2021
Q2 		$3.73M Sell
26,206
-26
-0.1% -$3.49K 1.78% 22
2021
Q1 		$3.5M Buy
+26,232
New +$2.89M 1.78% 20

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Silver Lake Advisory's AMAT Position: Q2 2026 in Review

Silver Lake Advisory reduced its Applied Materials (AMAT) stake by 25% in Q2 2026, selling an estimated $1.92M and leaving 12,550 shares worth $9.07M. The position accounts for 3.24% of the portfolio, ranked #6.

Silver Lake Advisory first reported a position in AMAT in Q1 2021 and has held it in 22 quarters since. 1,136 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Silver Lake Advisory held 12,550 shares of Applied Materials worth $9.07M as of Q2 2026.
  • Silver Lake Advisory sold 4,164 Applied Materials shares in Q2 2026, an estimated $1.92M.
  • Applied Materials made up 3.24% of Silver Lake Advisory's portfolio in Q2 2026, its #6 holding.
  • Silver Lake Advisory first reported a position in Applied Materials in Q1 2021 and has held it in 22 quarters since.
  • 1,136 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Silver Lake Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.