Brandywine Oak Private Wealth’s Applied Materials AMAT Stock Holding History

Brandywine Oak Private Wealth’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	$768K	Sell	1,062 -39	-4%	-$18K	0.06%	129
2026 Q1	$376K	Buy	1,101 +20	+2%	+$6.73K	0.03%	172
2025 Q4	$278K	Sell	1,081 -43	-4%	-$10.3K	0.02%	203
2025 Q3	$230K	Buy	1,124 +10	+0.9%	+$1.81K	0.02%	220
2025 Q2	$204K	Buy	+1,114	New	+$177K	0.02%	232
2024 Q4	–	Sell	-1,096	Closed	-$221K	–	232
2024 Q3	$221K	Buy	1,096 +1	+0.1%	+$205	0.02%	221
2024 Q2	$258K	Sell	1,095 -6	-0.5%	-$1.29K	0.03%	202
2024 Q1	$227K	Buy	+1,101	New	+$202K	0.02%	222
2019 Q3	–	Sell	-6,166	Closed	-$276K	–	234
2019 Q2	$276K	Sell	6,166 -142	-2%	-$5.98K	0.06%	174
2019 Q1	$250K	Buy	6,308 +4,924	+356%	+$187K	0.05%	188
2018 Q4	$45K	Buy	+1,384	New	+$47.4K	0.01%	374

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Brandywine Oak Private Wealth's AMAT Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Applied Materials (AMAT) stake by 3.5% in Q2 2026, selling an estimated $18K and leaving 1,062 shares worth $768K. The position accounts for 0.06% of the portfolio, ranked #129.

Brandywine Oak Private Wealth first reported a position in AMAT in Q4 2018 and has held it in 11 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Brandywine Oak Private Wealth held 1,062 shares of Applied Materials worth $768K as of Q2 2026.
Brandywine Oak Private Wealth sold 39 Applied Materials shares in Q2 2026, an estimated $18K.
Applied Materials made up 0.06% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #129 holding.
Brandywine Oak Private Wealth first reported a position in Applied Materials in Q4 2018 and has held it in 11 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.