Elmwood Wealth Management’s Applied Materials AMAT Stock Holding History

Elmwood 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	$277K	Buy	+383	New	+$177K	0.07%	169
2021 Q2	$28K	Buy	+200	New	+$26.8K	0.01%	199

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Elmwood Wealth Management opened a new position in Applied Materials (AMAT) in Q2 2026: 383 shares worth $277K. The stake represents 0.07% of the portfolio and ranks #169 among its holdings. This is a return to the name: Elmwood Wealth Management previously reported a position in AMAT as recently as Q2 2021.

Elmwood Wealth Management first reported a position in AMAT in Q2 2021 and has held it in 2 quarters since. 796 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Elmwood Wealth Management held 383 shares of Applied Materials worth $277K as of Q2 2026.
Applied Materials was a new Elmwood Wealth Management position in Q2 2026.
Applied Materials made up 0.07% of Elmwood Wealth Management's portfolio in Q2 2026, its #169 holding.
Elmwood Wealth Management first reported a position in Applied Materials in Q2 2021 and has held it in 2 quarters since.
796 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.