Evelyn Partners Investment Management’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$27.3K Sell
80
-60
-43% -$20.2K ﹤0.01% 319
2025
Q4
$36K Hold
140
﹤0.01% 303
2025
Q3
$28.7K Sell
140
-50
-26% -$9.07K ﹤0.01% 314
2025
Q2
$34.8K Hold
190
﹤0.01% 304
2025
Q1
$27.6K Buy
+190
New +$31.9K ﹤0.01% 313

Other funds holding AMAT

Evelyn Partners Investment Management's AMAT Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Applied Materials (AMAT) stake by 43% in Q1 2026, selling an estimated $20.2K and leaving 80 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Evelyn Partners Investment Management first reported a position in AMAT in Q1 2025 and has held it in 5 quarters since. The position peaked at $36K in Q4 2025. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Evelyn Partners Investment Management held 80 shares of Applied Materials worth $27.3K as of Q1 2026.
  • Evelyn Partners Investment Management sold 60 Applied Materials shares in Q1 2026, an estimated $20.2K.
  • Applied Materials made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #319 holding.
  • Evelyn Partners Investment Management first reported a position in Applied Materials in Q1 2025 and has held it in 5 quarters since.
  • Evelyn Partners Investment Management's Applied Materials position peaked at $36K in Q4 2025.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.