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Sowell Financial Services’s Applied Materials AMAT Stock Holding History

Sowell Financial Services’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 		$6.9M Sell
9,549
-2,386
-20% -$1.1M 0.23% 97
2026
Q1 		$4.08M Sell
11,935
-103
-0.9% -$34.6K 0.15% 145
2025
Q4 		$3.09M Sell
12,038
-317
-3% -$76K 0.11% 187
2025
Q3 		$2.53M Sell
12,355
-851
-6% -$154K 0.1% 229
2025
Q2 		$2.42M Buy
13,206
+2,677
+25% +$424K 0.1% 212
2025
Q1 		$1.53M Buy
+10,529
New +$1.77M 0.07% 291
2024
Q4 		– Sell
-10,650
Closed -$2.15M – 508
2024
Q3 		$2.15M Buy
+10,650
New +$2.18M 0.1% 225
2023
Q2 		– Sell
-3,222
Closed -$396K – 564
2023
Q1 		$396K Buy
+3,222
New +$370K 0.03% 496
2022
Q1 		– Sell
-15,211
Closed -$2.39M – 182
2021
Q4 		$2.39M Sell
15,211
-13,475
-47% -$1.95M 0.14% 169
2021
Q3 		$3.69M Sell
28,686
-14,139
-33% -$1.92M 0.25% 101
2021
Q2 		$6.1M Sell
42,825
-5,144
-11% -$690K 0.4% 59
2021
Q1 		$6.32M Buy
47,969
+18,020
+60% +$1.99M 0.22% 95
2020
Q4 		$2.58M Buy
29,949
+476
+2% +$35.2K 0.11% 167
2020
Q3 		$1.75M Buy
29,473
+5,091
+21% +$314K 0.09% 201
2020
Q2 		$1.47M Sell
24,382
-4,049
-14% -$218K 0.08% 212
2020
Q1 		$1.3M Buy
28,431
+16,886
+146% +$970K 0.1% 211
2019
Q4 		$705K Buy
11,545
+9,754
+545% +$548K 0.05% 352
2019
Q3 		$89K Buy
+1,791
New +$86.4K 0.01% 860
2017
Q2 		– Sell
-4,901
Closed -$219K – 255
2017
Q1 		$219K Buy
4,901
+1,119
+30% +$40.2K 0.06% 226
2016
Q4 		$134K Buy
+3,782
New +$115K 0.04% 235

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sowell Financial Services's AMAT Position: Q2 2026 in Review

Sowell Financial Services reduced its Applied Materials (AMAT) stake by 20% in Q2 2026, selling an estimated $1.1M and leaving 9,549 shares worth $6.9M. The position accounts for 0.23% of the portfolio, ranked #97.

Sowell Financial Services first reported a position in AMAT in Q4 2016 and has held it in 20 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Sowell Financial Services held 9,549 shares of Applied Materials worth $6.9M as of Q2 2026.
  • Sowell Financial Services sold 2,386 Applied Materials shares in Q2 2026, an estimated $1.1M.
  • Applied Materials made up 0.23% of Sowell Financial Services's portfolio in Q2 2026, its #97 holding.
  • Sowell Financial Services first reported a position in Applied Materials in Q4 2016 and has held it in 20 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.