Arvest Bank Trust Division Trims Applied Materials Stake

The firm sold nearly 9,000 shares of the semiconductor equipment manufacturer in Q3 2025.

Published on Feb. 18, 2026

Arvest Bank Trust Division reduced its position in shares of Applied Materials, Inc. (NASDAQ:AMAT) by 18.9% during the third quarter of 2025, according to a recent disclosure with the Securities & Exchange Commission. The firm owned 38,567 shares of the manufacturing equipment provider's stock after selling 8,985 shares during the quarter.

Why it matters

As one of the largest institutional investors in Applied Materials, Arvest Bank Trust Division's trading activity provides insight into market sentiment around the semiconductor equipment manufacturer. The reduction in stake could signal broader investor concerns or portfolio rebalancing.

The details

Arvest Bank Trust Division sold 8,985 shares of Applied Materials stock in Q3 2025, reducing its total position to 38,567 shares. The firm cited the manufacturing equipment provider's stock price performance and portfolio management considerations as reasons for the trimmed stake.

  • Arvest Bank Trust Division disclosed the share sale in a filing with the SEC on February 17, 2026.

The players

Arvest Bank Trust Division

A subsidiary of Arvest Bank that manages investment portfolios and trusts.

Applied Materials, Inc.

A leading supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials.

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The takeaway

Arvest Bank Trust Division's reduced stake in Applied Materials reflects broader market uncertainty around semiconductor equipment manufacturers as the industry navigates supply chain challenges and macroeconomic headwinds. However, Applied Materials remains a key player in the semiconductor space with a strong market position.