Ervin Investment Management’s ASML ASML Stock Holding History

Ervin Investment Management’s Portfolio ASML Stock Details ASML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.97M	Sell	2,499 -55	-2%	-$87.5K	2.7%	13
2026 Q1	$3.37M	Sell	2,554 -10	-0.4%	-$13.7K	1.98%	16
2025 Q4	$2.74M	Buy	2,564 +92	+4%	+$96K	1.54%	17
2025 Q3	$2.39M	Buy	2,472 +232	+10%	+$182K	1.37%	18
2025 Q2	$1.8M	Buy	2,240 +763	+52%	+$548K	1.12%	20
2025 Q1	$979K	Buy	1,477 +429	+41%	+$312K	0.66%	25
2024 Q4	$726K	Buy	1,048 +510	+95%	+$366K	0.47%	27
2024 Q3	$448K	Buy	538 +316	+142%	+$283K	0.29%	32
2024 Q2	$227K	Buy	+222	New	+$213K	0.16%	38

Other funds holding ASML

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

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Ervin Investment Management's ASML Position: Q2 2026 in Review

Ervin Investment Management reduced its ASML (ASML) stake by 2.2% in Q2 2026, selling an estimated $87.5K and leaving 2,499 shares worth $4.97M. The position accounts for 2.7% of the portfolio, ranked #13.

Ervin Investment Management first reported a position in ASML in Q2 2024 and has held it in 9 quarters since. 690 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

Ervin Investment Management held 2,499 shares of ASML worth $4.97M as of Q2 2026.
Ervin Investment Management sold 55 ASML shares in Q2 2026, an estimated $87.5K.
ASML made up 2.7% of Ervin Investment Management's portfolio in Q2 2026, its #13 holding.
Ervin Investment Management first reported a position in ASML in Q2 2024 and has held it in 9 quarters since.
690 funds tracked by Wall St. Rank held ASML as of Q2 2026.

Based on Ervin Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.