Burney Company’s Applied Materials AMAT Stock Holding History

Burney Company’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	$27.5M	Sell	38,070 -954	-2%	-$440K	0.74%	19
2026 Q1	$13.3M	Sell	39,024 -8,635	-18%	-$2.9M	0.42%	38
2025 Q4	$12.2M	Sell	47,659 -1,449	-3%	-$347K	0.38%	56
2025 Q3	$10.1M	Sell	49,108 -288	-0.6%	-$52.3K	0.32%	77
2025 Q2	$9.04M	Sell	49,396 -276	-0.6%	-$43.7K	0.31%	82
2025 Q1	$7.21M	Sell	49,672 -5,948	-11%	-$1M	0.26%	87
2024 Q4	$9.05M	Buy	55,620 +979	+2%	+$177K	0.32%	77
2024 Q3	$11M	Sell	54,641 -11,161	-17%	-$2.29M	0.39%	70
2024 Q2	$15.5M	Sell	65,802 -6,883	-9%	-$1.48M	0.59%	39
2024 Q1	$15M	Sell	72,685 -1,069	-1%	-$196K	0.57%	36
2023 Q4	$12M	Buy	73,754 +20,142	+38%	+$2.96M	0.5%	47
2023 Q3	$7.42M	Buy	53,612 +728	+1%	+$104K	0.35%	75
2023 Q2	$7.64M	Buy	52,884 +1,881	+4%	+$235K	0.35%	75
2023 Q1	$6.26M	Buy	51,003 +2,232	+5%	+$256K	0.31%	90
2022 Q4	$4.75M	Sell	48,771 -5,689	-10%	-$546K	0.24%	121
2022 Q3	$4.46M	Sell	54,460 -7,577	-12%	-$731K	0.25%	123
2022 Q2	$5.64M	Sell	62,037 -3,985	-6%	-$437K	0.3%	101
2022 Q1	$8.7M	Sell	66,022 -81,464	-55%	-$11.2M	0.4%	70
2021 Q4	$23.2M	Sell	147,486 -3,942	-3%	-$571K	1%	10
2021 Q3	$19.5M	Buy	151,428 +1,024	+0.7%	+$139K	0.92%	13
2021 Q2	$21.4M	Sell	150,404 -12,020	-7%	-$1.61M	1%	8
2021 Q1	$21.7M	Sell	162,424 -11,015	-6%	-$1.21M	1.07%	7
2020 Q4	$15M	Buy	173,439 +45,788	+36%	+$3.38M	0.82%	17
2020 Q3	$7.59M	Sell	127,651 -14,071	-10%	-$869K	0.47%	56
2020 Q2	$8.57M	Sell	141,722 -77,479	-35%	-$4.18M	0.56%	46
2020 Q1	$10M	Sell	219,201 -6,827	-3%	-$392K	0.77%	34
2019 Q4	$13.8M	Buy	226,028 +6,736	+3%	+$379K	0.76%	27
2019 Q3	$10.9M	Buy	219,292 +24,320	+12%	+$1.17M	0.66%	41
2019 Q2	$8.76M	Buy	194,972 +23,545	+14%	+$991K	0.53%	54
2019 Q1	$6.8M	Buy	171,427 +70,811	+70%	+$2.69M	0.42%	76
2018 Q4	$3.29M	Sell	100,616 -85,846	-46%	-$2.94M	0.23%	130
2018 Q3	$7.21M	Sell	186,462 -52,160	-22%	-$2.31M	0.43%	71
2018 Q2	$11M	Buy	238,622 +35,640	+18%	+$1.84M	0.65%	37
2018 Q1	$11.3M	Buy	202,982 +173,432	+587%	+$9.65M	0.7%	41
2017 Q4	$1.51M	Buy	29,550 +950	+3%	+$51.5K	0.09%	213
2017 Q3	$1.45M	Buy	28,600 +8,350	+41%	+$378K	0.09%	202
2017 Q2	$839K	Buy	+20,250	New	+$861K	0.05%	238

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

Burney Company's AMAT Position: Q2 2026 in Review

Burney Company reduced its Applied Materials (AMAT) stake by 2.4% in Q2 2026, selling an estimated $440K and leaving 38,070 shares worth $27.5M. The position accounts for 0.74% of the portfolio, ranked #19.

Burney Company first reported a position in AMAT in Q2 2017 and has held it in 37 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Burney Company held 38,070 shares of Applied Materials worth $27.5M as of Q2 2026.
Burney Company sold 954 Applied Materials shares in Q2 2026, an estimated $440K.
Applied Materials made up 0.74% of Burney Company's portfolio in Q2 2026, its #19 holding.
Burney Company first reported a position in Applied Materials in Q2 2017 and has held it in 37 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.