Smith Thornton Advisors’s Applied Materials AMAT Stock Holding History

Smith Thornton Advisors’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	$714K	Hold	1,241	–	–	0.31%	67
2026 Q1	$424K	Buy	1,241 +260	+27%	+$87.5K	0.21%	94
2025 Q4	$252K	Hold	981	–	–	0.13%	117
2025 Q3	$201K	Buy	+981	New	+$178K	0.11%	130
2025 Q2	–	Sell	-1,719	Closed	-$249K	–	133
2025 Q1	$249K	Hold	1,719	–	–	0.16%	120
2024 Q4	$280K	Hold	1,719	–	–	0.18%	117
2024 Q3	$347K	Hold	1,719	–	–	0.23%	102
2024 Q2	$406K	Buy	+1,719	New	+$369K	0.3%	85

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Smith Thornton Advisors's AMAT Position: Q2 2026 in Review

Smith Thornton Advisors held its Applied Materials (AMAT) position steady in Q2 2026 at 1,241 shares worth $714K. The position accounts for 0.31% of the portfolio, ranked #67.

Smith Thornton Advisors first reported a position in AMAT in Q2 2024 and has held it in 8 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Smith Thornton Advisors held 1,241 shares of Applied Materials worth $714K as of Q2 2026.
Smith Thornton Advisors left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.31% of Smith Thornton Advisors's portfolio in Q2 2026, its #67 holding.
Smith Thornton Advisors first reported a position in Applied Materials in Q2 2024 and has held it in 8 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.