Silvercrest Asset Management’s Applied Materials AMAT Stock Holding History

Silvercrest Asset 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 Q1	$58.5M	Sell	171,187 -71,416	-29%	-$24M	0.42%	60
2025 Q4	$62.3M	Sell	242,603 -70,159	-22%	-$16.8M	0.43%	66
2025 Q3	$64M	Sell	312,762 -12,026	-4%	-$2.18M	0.42%	69
2025 Q2	$59.5M	Buy	324,788 +195,043	+150%	+$30.9M	0.4%	75
2025 Q1	$18.8M	Buy	129,745 +19,398	+18%	+$3.26M	0.13%	190
2024 Q4	$17.9M	Buy	110,347 +105,523	+2,187%	+$19.1M	0.12%	198
2024 Q3	$975K	Hold	4,824	–	–	0.01%	572
2024 Q2	$1.14M	Hold	4,824	–	–	0.01%	610
2024 Q1	$995K	Sell	4,824 -148	-3%	-$27.2K	0.01%	614
2023 Q4	$806K	Buy	4,972 +1,399	+39%	+$206K	0.01%	612
2023 Q3	$495K	Buy	3,573 +100	+3%	+$14.3K	﹤0.01%	681
2023 Q2	$502K	Sell	3,473 -251	-7%	-$31.4K	﹤0.01%	677
2023 Q1	$457K	Hold	3,724	–	–	﹤0.01%	657
2022 Q4	$363K	Hold	3,724	–	–	﹤0.01%	682
2022 Q3	$305K	Hold	3,724	–	–	﹤0.01%	699
2022 Q2	$339K	Sell	3,724 -400	-10%	-$43.9K	﹤0.01%	700
2022 Q1	$544K	Buy	4,124 +246	+6%	+$33.9K	﹤0.01%	672
2021 Q4	$610K	Buy	3,878 +620	+19%	+$89.8K	﹤0.01%	641
2021 Q3	$419K	Sell	3,258 -775	-19%	-$105K	﹤0.01%	708
2021 Q2	$574K	Sell	4,033 -429	-10%	-$57.6K	﹤0.01%	645
2021 Q1	$596K	Sell	4,462 -116	-3%	-$12.8K	﹤0.01%	636
2020 Q4	$395K	Hold	4,578	–	–	﹤0.01%	666
2020 Q3	$272K	Sell	4,578 -5,155	-53%	-$318K	﹤0.01%	691
2020 Q2	$588K	Buy	9,733 +3,925	+68%	+$212K	0.01%	587
2020 Q1	$266K	Buy	5,808 +1,125	+24%	+$64.6K	﹤0.01%	639
2019 Q4	$286K	Sell	4,683 -50	-1%	-$2.81K	﹤0.01%	662
2019 Q3	$236K	Hold	4,733	–	–	﹤0.01%	669
2019 Q2	$213K	Buy	+4,733	New	+$199K	﹤0.01%	534
2018 Q4	–	Sell	-5,268	Closed	-$204K	–	516
2018 Q3	$204K	Sell	5,268 -1,340	-20%	-$59.3K	﹤0.01%	519
2018 Q2	$305K	Sell	6,608 -250	-4%	-$12.9K	﹤0.01%	463
2018 Q1	$381K	Sell	6,858 -1,625	-19%	-$90.5K	﹤0.01%	437
2017 Q4	$434K	Buy	8,483 +1,000	+13%	+$54.2K	﹤0.01%	430
2017 Q3	$390K	Buy	7,483 +621	+9%	+$28.1K	﹤0.01%	434
2017 Q2	$283K	Sell	6,862 -140	-2%	-$5.95K	﹤0.01%	470
2017 Q1	$272K	Sell	7,002 -63	-0.9%	-$2.26K	﹤0.01%	495
2016 Q4	$228K	Sell	7,065 -37	-0.5%	-$1.13K	﹤0.01%	533
2016 Q3	$214K	Buy	+7,102	New	+$198K	﹤0.01%	508
2015 Q2	–	Sell	-25,652	Closed	-$579K	–	508
2015 Q1	$579K	Buy	25,652 +2,050	+9%	+$49.1K	0.01%	364
2014 Q4	$588K	Hold	23,602	–	–	0.01%	351
2014 Q3	$510K	Hold	23,602	–	–	0.01%	357
2014 Q2	$532K	Sell	23,602 -80	-0.3%	-$1.63K	0.01%	353
2014 Q1	$483K	Hold	23,682	–	–	0.01%	345
2013 Q4	$419K	Hold	23,682	–	–	0.01%	363
2013 Q3	$415K	Sell	23,682 -294	-1%	-$4.7K	0.01%	356
2013 Q2	$358K	Buy	+23,976	New	+$348K	0.01%	359

Other funds holding AMAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Silvercrest Asset Management's AMAT Position: Q1 2026 in Review

Silvercrest Asset Management reduced its Applied Materials (AMAT) stake by 29% in Q1 2026, selling an estimated $24M and leaving 171,187 shares worth $58.5M. The position accounts for 0.42% of the portfolio, ranked #60.

Silvercrest Asset Management first reported a position in AMAT in Q2 2013 and has held it in 45 quarters since. The position peaked at $64M in Q3 2025. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Silvercrest Asset Management held 171,187 shares of Applied Materials worth $58.5M as of Q1 2026.
Silvercrest Asset Management sold 71,416 Applied Materials shares in Q1 2026, an estimated $24M.
Applied Materials made up 0.42% of Silvercrest Asset Management's portfolio in Q1 2026, its #60 holding.
Silvercrest Asset Management first reported a position in Applied Materials in Q2 2013 and has held it in 45 quarters since.
Silvercrest Asset Management's Applied Materials position peaked at $64M in Q3 2025.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.