Sovran Advisors’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.01M Buy
6,308
+11
+0.2% +$5.08K 0.22% 121
2026
Q1
$2.48M Buy
6,297
+400
+7% +$135K 0.19% 129
2025
Q4
$1.88M Buy
5,897
+3,500
+146% +$839K 0.16% 145
2025
Q3
$558K Sell
2,397
-922
-28% -$167K 0.05% 317
2025
Q2
$647K Buy
3,319
+1,380
+71% +$219K 0.07% 266
2025
Q1
$267K Buy
1,939
+409
+27% +$68.8K 0.03% 395
2024
Q4
$266K Buy
+1,530
New +$277K 0.04% 360

Other funds holding AMAT

Sovran Advisors's AMAT Position: Q2 2026 in Review

Sovran Advisors increased its Applied Materials (AMAT) stake by 0.17% in Q2 2026, buying an estimated $5.08K and bringing the position to 6,308 shares worth $3.01M. The position accounts for 0.22% of the portfolio, ranked #121.

Sovran Advisors first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,494 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Sovran Advisors held 6,308 shares of Applied Materials worth $3.01M as of Q2 2026.
  • Sovran Advisors bought 11 Applied Materials shares in Q2 2026, an estimated $5.08K.
  • Applied Materials made up 0.22% of Sovran Advisors's portfolio in Q2 2026, its #121 holding.
  • Sovran Advisors first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 3,494 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.