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Summit Financial’s Applied Materials AMAT Stock Holding History

Summit 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
2026
Q1 		$18.6M Buy
54,302
+39,208
+260% +$13.2M 0.24% 80
2025
Q4 		$3.88M Sell
15,094
-216
-1% -$51.8K 0.06% 315
2025
Q3 		$3.13M Buy
15,310
+753
+5% +$137K 0.05% 363
2025
Q2 		$2.66M Sell
14,557
-974
-6% -$154K 0.06% 253
2025
Q1 		$2.25M Buy
15,531
+87
+0.6% +$14.6K 0.06% 240
2024
Q4 		$2.51M Buy
15,444
+2,130
+16% +$386K 0.09% 185
2024
Q3 		$2.69M Buy
13,314
+653
+5% +$134K 0.11% 152
2024
Q2 		$2.99M Buy
12,661
+6,281
+98% +$1.35M 0.14% 111
2024
Q1 		$1.32M Sell
6,380
-611
-9% -$112K 0.08% 152
2023
Q4 		$1.13M Buy
6,991
+309
+5% +$45.4K 0.07% 160
2023
Q3 		$925K Buy
6,682
+148
+2% +$21.2K 0.07% 169
2023
Q2 		$944K Buy
6,534
+714
+12% +$89.4K 0.07% 160
2023
Q1 		$715K Sell
5,820
-316
-5% -$36.3K 0.06% 146
2022
Q4 		$598K Sell
6,136
-5,122
-45% -$491K 0.06% 154
2022
Q3 		$922K Buy
11,258
+3,404
+43% +$328K 0.09% 115
2022
Q2 		$715K Sell
7,854
-539
-6% -$59.1K 0.07% 130
2022
Q1 		$1.11M Buy
8,393
+1,472
+21% +$203K 0.09% 109
2021
Q4 		$1.09M Buy
6,921
+2,813
+68% +$408K 0.08% 103
2021
Q3 		$529K Buy
4,108
+1,829
+80% +$248K 0.05% 139
2021
Q2 		$325K Buy
+2,279
New +$306K 0.03% 122

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Financial's AMAT Position: Q1 2026 in Review

Summit Financial increased its Applied Materials (AMAT) stake by 260% in Q1 2026, buying an estimated $13.2M and bringing the position to 54,302 shares worth $18.6M. The position accounts for 0.24% of the portfolio, ranked #80.

Summit Financial first reported a position in AMAT in Q2 2021 and has held it in 20 quarters since. 2,929 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Summit Financial held 54,302 shares of Applied Materials worth $18.6M as of Q1 2026.
  • Summit Financial bought 39,208 Applied Materials shares in Q1 2026, an estimated $13.2M.
  • Applied Materials made up 0.24% of Summit Financial's portfolio in Q1 2026, its #80 holding.
  • Summit Financial first reported a position in Applied Materials in Q2 2021 and has held it in 20 quarters since.
  • 2,929 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.