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

Smith Salley 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	$4.26M	Sell	8,327 -3	-0%	-$1.52K	0.18%	84
2026 Q2	$6.02M	Sell	8,330 -644	-7%	-$297K	0.26%	71
2026 Q1	$3.07M	Buy	8,974 +752	+9%	+$253K	0.15%	97
2025 Q4	$2.11M	Buy	8,222 +2,483	+43%	+$595K	0.1%	121
2025 Q3	$1.18M	Buy	5,739 +3,488	+155%	+$633K	0.06%	142
2025 Q2	$412K	Buy	2,251 +697	+45%	+$110K	0.02%	187
2025 Q1	$226K	Buy	1,554 +220	+16%	+$37K	0.01%	228
2024 Q4	$217K	Buy	1,334 +118	+10%	+$21.4K	0.01%	234
2024 Q3	$246K	Hold	1,216	–	–	0.02%	222
2024 Q2	$287K	Sell	1,216 -32	-3%	-$6.87K	0.02%	203
2024 Q1	$257K	Buy	+1,248	New	+$229K	0.02%	206
2014 Q3	–	Sell	-19,492	Closed	-$439K	–	175
2014 Q2	$439K	Buy	+19,492	New	+$398K	0.12%	134

Other funds holding AMAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

Smith Salley Wealth Management reduced its Applied Materials (AMAT) stake by 0.04% in Q3 2026, selling an estimated $1.52K and leaving 8,327 shares worth $4.26M. The position accounts for 0.18% of the portfolio, ranked #84.

Smith Salley Wealth Management first reported a position in AMAT in Q2 2014 and has held it in 12 quarters since. The position peaked at $6.02M in Q2 2026. 2,233 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Smith Salley Wealth Management held 8,327 shares of Applied Materials worth $4.26M as of Q3 2026.
Smith Salley Wealth Management sold 3 Applied Materials shares in Q3 2026, an estimated $1.52K.
Applied Materials made up 0.18% of Smith Salley Wealth Management's portfolio in Q3 2026, its #84 holding.
Smith Salley Wealth Management first reported a position in Applied Materials in Q2 2014 and has held it in 12 quarters since.
Smith Salley Wealth Management's Applied Materials position peaked at $6.02M in Q2 2026.
2,233 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.