Stifel Financial
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Stifel Financial’s Applied Materials AMAT Stock Holding History

Stifel Financial’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
2014
Q4 		– Sell
-500
Closed -$11K – 2321
2014
Q3 		$11K Buy
+500
New +$11.1K ﹤0.01% 2203

Other funds holding AMAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Stifel Financial's AMAT Position: Q3 2026 in Review

Stifel Financial reduced its Applied Materials (AMAT) stake by 1.7% in Q3 2026, selling an estimated $6.03M and leaving 677,002 shares worth $346M. The position accounts for 0.29% of the portfolio, ranked #73.

Stifel Financial first reported a position in AMAT in Q1 2014 and has held it in 51 quarters since. The position peaked at $498M in Q2 2026. 2,657 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Stifel Financial held 677,002 shares of Applied Materials worth $346M as of Q3 2026.
  • Stifel Financial sold 11,875 Applied Materials shares in Q3 2026, an estimated $6.03M.
  • Applied Materials made up 0.29% of Stifel Financial's portfolio in Q3 2026, its #73 holding.
  • Stifel Financial first reported a position in Applied Materials in Q1 2014 and has held it in 51 quarters since.
  • Stifel Financial's Applied Materials position peaked at $498M in Q2 2026.
  • 2,657 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.