Stifel Financial’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
Q1 | $244M | Sell |
714,857
-71,453
| -9% | -$24M | 0.22% | 104 |
|
|
2025
Q4 | $202M | Sell |
786,310
-76,826
| -9% | -$18.4M | 0.18% | 136 |
|
|
2025
Q3 | $177M | Sell |
863,136
-45,344
| -5% | -$8.23M | 0.16% | 146 |
|
|
2025
Q2 | $166M | Buy |
908,480
+18,842
| +2% | +$2.99M | 0.16% | 142 |
|
|
2025
Q1 | $129M | Buy |
889,638
+59,852
| +7% | +$10.1M | 0.14% | 167 |
|
|
2024
Q4 | $135M | Buy |
829,786
+58,809
| +8% | +$10.7M | 0.14% | 157 |
|
|
2024
Q3 | $156M | Sell |
770,977
-18,248
| -2% | -$3.74M | 0.16% | 139 |
|
|
2024
Q2 | $186M | Buy |
789,225
+5,853
| +0.7% | +$1.26M | 0.21% | 107 |
|
|
2024
Q1 | $162M | Buy |
783,372
+47,842
| +7% | +$8.78M | 0.18% | 127 |
|
|
2023
Q4 | $119M | Buy |
735,530
+25,993
| +4% | +$3.82M | 0.15% | 153 |
|
|
2023
Q3 | $98.2M | Sell |
709,537
-24,667
| -3% | -$3.54M | 0.14% | 168 |
|
|
2023
Q2 | $106M | Buy |
734,204
+546
| +0.1% | +$68.3K | 0.15% | 157 |
|
|
2023
Q1 | $90.1M | Buy |
733,658
+11,545
| +2% | +$1.33M | 0.13% | 170 |
|
|
2022
Q4 | $70.3M | Sell |
722,113
-28,037
| -4% | -$2.69M | 0.11% | 204 |
|
|
2022
Q3 | $61.5M | Sell |
750,150
-18,820
| -2% | -$1.81M | 0.1% | 207 |
|
|
2022
Q2 | $70M | Buy |
768,970
+21,653
| +3% | +$2.38M | 0.11% | 200 |
|
|
2022
Q1 | $98.5M | Sell |
747,317
-139,015
| -16% | -$19.1M | 0.13% | 170 |
|
|
2021
Q4 | $139M | Buy |
886,332
+85,718
| +11% | +$12.4M | 0.18% | 122 |
|
|
2021
Q3 | $103M | Buy |
800,614
+46,582
| +6% | +$6.32M | 0.15% | 150 |
|
|
2021
Q2 | $107M | Buy |
754,032
+89,385
| +13% | +$12M | 0.16% | 145 |
|
|
2021
Q1 | $88.8M | Buy |
664,647
+32,266
| +5% | +$3.56M | 0.15% | 152 |
|
|
2020
Q4 | $54.6M | Sell |
632,381
-200,107
| -24% | -$14.8M | 0.1% | 209 |
|
|
2020
Q3 | $49.5M | Buy |
832,488
+177,403
| +27% | +$11M | 0.1% | 195 |
|
|
2020
Q2 | $39.6M | Buy |
655,085
+190,603
| +41% | +$10.3M | 0.09% | 211 |
|
|
2020
Q1 | $21.3M | Sell |
464,482
-74,312
| -14% | -$4.27M | 0.06% | 277 |
|
|
2019
Q4 | $32.9M | Buy |
538,794
+100,907
| +23% | +$5.67M | 0.07% | 267 |
|
|
2019
Q3 | $21.8M | Sell |
437,887
-35,281
| -7% | -$1.7M | 0.06% | 302 |
|
|
2019
Q2 | $21.1M | Buy |
473,168
+58,451
| +14% | +$2.46M | 0.05% | 309 |
|
|
2019
Q1 | $16.5M | Sell |
414,717
-21,040
| -5% | -$799K | 0.05% | 367 |
|
|
2018
Q4 | $14.4M | Sell |
435,757
-64,627
| -13% | -$2.22M | 0.05% | 368 |
|
|
2018
Q3 | $19.4M | Sell |
500,384
-34,802
| -7% | -$1.54M | 0.06% | 318 |
|
|
2018
Q2 | $24.7M | Sell |
535,186
-34,572
| -6% | -$1.78M | 0.08% | 260 |
|
|
2018
Q1 | $31.8M | Buy |
569,758
+43,495
| +8% | +$2.42M | 0.1% | 210 |
|
|
2017
Q4 | $26.9M | Buy |
526,263
+60,418
| +13% | +$3.27M | 0.09% | 247 |
|
|
2017
Q3 | $24.3M | Buy |
465,845
+68,383
| +17% | +$3.09M | 0.08% | 242 |
|
|
2017
Q2 | $16.3M | Sell |
397,462
-136,370
| -26% | -$5.8M | 0.06% | 311 |
|
|
2017
Q1 | $20.8M | Buy |
533,832
+21,880
| +4% | +$786K | 0.08% | 255 |
|
|
2016
Q4 | $16.5M | Sell |
511,952
-204,681
| -29% | -$6.23M | 0.07% | 283 |
|
|
2016
Q3 | $21.6M | Sell |
716,633
-397,116
| -36% | -$11.1M | 0.1% | 226 |
|
|
2016
Q2 | $26.7M | Sell |
1,113,749
-251,956
| -18% | -$5.56M | 0.12% | 181 |
|
|
2016
Q1 | $28.9M | Sell |
1,365,705
-27,220
| -2% | -$496K | 0.15% | 149 |
|
|
2015
Q4 | $26M | Buy |
1,392,925
+67,018
| +5% | +$1.16M | 0.14% | 172 |
|
|
2015
Q3 | $19.5M | Buy |
1,325,907
+82,511
| +7% | +$1.38M | 0.11% | 207 |
|
|
2015
Q2 | $23.9M | Buy |
1,243,396
+868,822
| +232% | +$17.8M | 0.12% | 190 |
|
|
2015
Q1 | $8.45M | Sell |
374,574
-124,836
| -25% | -$2.99M | 0.05% | 455 |
|
|
2014
Q4 | $12.4M | Sell |
499,410
-115,956
| -19% | -$2.62M | 0.07% | 345 |
|
|
2014
Q3 | $13.3M | Sell |
615,366
-23,135
| -4% | -$512K | 0.12% | 218 |
|
|
2014
Q2 | $14.4M | Buy |
638,501
+49,590
| +8% | +$1.01M | 0.13% | 205 |
|
|
2014
Q1 | $12M | Buy |
+588,911
| New | +$10.8M | 0.12% | 243 |
|
Other funds holding AMAT
VCM
VPM
Stifel Financial's AMAT Position: Q1 2026 in Review
Stifel Financial reduced its Applied Materials (AMAT) stake by 9.1% in Q1 2026, selling an estimated $24M and leaving 714,857 shares worth $244M. The position accounts for 0.22% of the portfolio, ranked #104.
Stifel Financial first reported a position in AMAT in Q1 2014 and has held it in 49 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.
- Stifel Financial held 714,857 shares of Applied Materials worth $244M as of Q1 2026.
- Stifel Financial sold 71,453 Applied Materials shares in Q1 2026, an estimated $24M.
- Applied Materials made up 0.22% of Stifel Financial's portfolio in Q1 2026, its #104 holding.
- Stifel Financial first reported a position in Applied Materials in Q1 2014 and has held it in 49 quarters since.
- 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.