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Darwin Wealth Management’s Applied Materials AMAT Stock Holding History

Darwin Wealth Management’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 		$3.44M Buy
4,756
+3,566
+300% +$1.65M 0.94% 34
2026
Q1 		$407K Sell
1,190
-597
-33% -$201K 0.13% 102
2025
Q4 		$459K Sell
1,787
-26
-1% -$6.23K 0.14% 99
2025
Q3 		$371K Buy
1,813
+91
+5% +$16.5K 0.12% 109
2025
Q2 		$315K Sell
1,722
-50
-3% -$7.92K 0.11% 109
2025
Q1 		$288K Hold
1,772
– – 0.1% 115
2024
Q4 		$288K Sell
1,772
-84
-5% -$15.2K 0.1% 115
2024
Q3 		$375K Buy
+1,856
New +$381K 0.1% 108
2024
Q2 		– Sell
-1,927
Closed -$397K – 82
2024
Q1 		$397K Sell
1,927
-615
-24% -$113K 0.11% 102
2023
Q4 		$412K Sell
2,542
-229
-8% -$33.6K 0.11% 101
2023
Q3 		$384K Buy
2,771
+110
+4% +$15.8K 0.1% 105
2023
Q2 		$366K Buy
2,661
+728
+38% +$91.1K 0.09% 104
2023
Q1 		$216K Sell
1,933
-287
-13% -$33K 0.06% 146
2022
Q4 		$244K Buy
+2,220
New +$213K 0.06% 148
2020
Q2 		– Sell
-1,020
Closed -$46K – 182
2020
Q1 		$46K Buy
+1,020
New +$58.6K 0.01% 250
2018
Q3 		– Sell
-4,875
Closed -$226K – 124
2018
Q2 		$226K Sell
4,875
-57
-1% -$2.94K 0.15% 117
2018
Q1 		$274K Buy
4,932
+494
+11% +$27.5K 0.2% 98
2017
Q4 		$227K Buy
4,438
+319
+8% +$17.3K 0.1% 146
2017
Q3 		$215K Buy
+4,119
New +$186K 0.21% 88

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Darwin Wealth Management's AMAT Position: Q2 2026 in Review

Darwin Wealth Management increased its Applied Materials (AMAT) stake by 300% in Q2 2026, buying an estimated $1.65M and bringing the position to 4,756 shares worth $3.44M. The position accounts for 0.94% of the portfolio, ranked #34.

Darwin Wealth Management first reported a position in AMAT in Q3 2017 and has held it in 19 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Darwin Wealth Management held 4,756 shares of Applied Materials worth $3.44M as of Q2 2026.
  • Darwin Wealth Management bought 3,566 Applied Materials shares in Q2 2026, an estimated $1.65M.
  • Applied Materials made up 0.94% of Darwin Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Darwin Wealth Management first reported a position in Applied Materials in Q3 2017 and has held it in 19 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.