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 Q3	$651K	Buy	1,273 +32	+3%	+$16.2K	0.28%	71
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

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 Thornton Advisors's AMAT Position: Q3 2026 in Review

Smith Thornton Advisors increased its Applied Materials (AMAT) stake by 2.6% in Q3 2026, buying an estimated $16.2K and bringing the position to 1,273 shares worth $651K. The position accounts for 0.28% of the portfolio, ranked #71.

Smith Thornton Advisors first reported a position in AMAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $714K in Q2 2026. 2,233 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Smith Thornton Advisors held 1,273 shares of Applied Materials worth $651K as of Q3 2026.
Smith Thornton Advisors bought 32 Applied Materials shares in Q3 2026, an estimated $16.2K.
Applied Materials made up 0.28% of Smith Thornton Advisors's portfolio in Q3 2026, its #71 holding.
Smith Thornton Advisors first reported a position in Applied Materials in Q2 2024 and has held it in 9 quarters since.
Smith Thornton Advisors's Applied Materials position peaked at $714K in Q2 2026.
2,233 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.