EWM
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Evercore Wealth Management’s Applied Materials AMAT Stock Holding History

Evercore 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
Q1 		$8.01M Sell
23,441
-520
-2% -$175K 0.13% 84
2025
Q4 		$6.16M Sell
23,961
-31
-0.1% -$7.43K 0.09% 94
2025
Q3 		$4.91M Sell
23,992
-270
-1% -$49K 0.07% 104
2025
Q2 		$4.44M Sell
24,262
-31,507
-56% -$4.99M 0.07% 109
2025
Q1 		$8.09M Sell
55,769
-118
-0.2% -$19.8K 0.13% 80
2024
Q4 		$9.09M Sell
55,887
-472
-0.8% -$85.5K 0.14% 77
2024
Q3 		$11.4M Sell
56,359
-925
-2% -$190K 0.17% 60
2024
Q2 		$13.5M Sell
57,284
-4,790
-8% -$1.03M 0.21% 55
2024
Q1 		$12.8M Sell
62,074
-1,155
-2% -$212K 0.2% 57
2023
Q4 		$10.2M Sell
63,229
-131
-0.2% -$19.2K 0.17% 63
2023
Q3 		$8.77M Buy
63,360
+1,327
+2% +$190K 0.16% 68
2023
Q2 		$8.97M Sell
62,033
-2,269
-4% -$284K 0.16% 69
2023
Q1 		$7.9M Sell
64,302
-4,926
-7% -$566K 0.16% 69
2022
Q4 		$6.74M Buy
69,228
+30,825
+80% +$2.96M 0.14% 76
2022
Q3 		$3.15M Sell
38,403
-11,520
-23% -$1.11M 0.07% 111
2022
Q2 		$4.54M Sell
49,923
-2,810
-5% -$308K 0.1% 93
2022
Q1 		$6.95M Sell
52,733
-5,770
-10% -$794K 0.12% 81
2021
Q4 		$9.21M Hold
58,503
– – 0.15% 71
2021
Q3 		$7.53M Sell
58,503
-3,878
-6% -$527K 0.14% 82
2021
Q2 		$8.88M Sell
62,381
-6,470
-9% -$868K 0.16% 72
2021
Q1 		$9.2M Sell
68,851
-429,022
-86% -$47.3M 0.18% 70
2020
Q4 		$43M Buy
497,873
+2,890
+0.6% +$214K 0.93% 38
2020
Q3 		$29.4M Buy
494,983
+18,758
+4% +$1.16M 0.72% 39
2020
Q2 		$28.8M Buy
476,225
+26,644
+6% +$1.44M 0.77% 38
2020
Q1 		$20.6M Buy
449,581
+38,945
+9% +$2.24M 0.68% 39
2019
Q4 		$25.1M Buy
410,636
+5,213
+1% +$293K 0.68% 39
2019
Q3 		$20.2M Buy
405,423
+30,936
+8% +$1.49M 0.59% 43
2019
Q2 		$16.8M Buy
374,487
+18,618
+5% +$784K 0.51% 47
2019
Q1 		$14.1M Buy
355,869
+90,298
+34% +$3.43M 0.45% 52
2018
Q4 		$8.7M Sell
265,571
-265,788
-50% -$9.11M 0.33% 60
2018
Q3 		$20.5M Sell
531,359
-86,175
-14% -$3.81M 0.66% 44
2018
Q2 		$28.5M Buy
617,534
+74,493
+14% +$3.84M 0.97% 36
2018
Q1 		$30.2M Buy
543,041
+527,266
+3,342% +$29.4M 1.15% 33
2017
Q4 		$806K Hold
15,775
– – 0.03% 206
2017
Q3 		$822K Hold
15,775
– – 0.03% 195
2017
Q2 		$652K Sell
15,775
-204
-1% -$8.67K 0.03% 224
2017
Q1 		$621K Sell
15,979
-2,075
-11% -$74.5K 0.02% 236
2016
Q4 		$583K Sell
18,054
-2,377
-12% -$72.3K 0.02% 242
2016
Q3 		$616K Buy
20,431
+2,345
+13% +$65.4K 0.03% 224
2016
Q2 		$433K Sell
18,086
-139
-0.8% -$3.07K 0.02% 257
2016
Q1 		$386K Sell
18,225
-800
-4% -$14.6K 0.02% 272
2015
Q4 		$355K Sell
19,025
-1,850
-9% -$32.1K 0.02% 296
2015
Q3 		$306K Hold
20,875
– – 0.01% 326
2015
Q2 		$401K Hold
20,875
– – 0.02% 301
2015
Q1 		$468K Hold
20,875
– – 0.02% 286
2014
Q4 		$518K Hold
20,875
– – 0.03% 230
2014
Q3 		$452K Hold
20,875
– – 0.02% 277
2014
Q2 		$469K Buy
20,875
+13,200
+172% +$269K 0.02% 273
2014
Q1 		$157K Buy
7,675
+3,000
+64% +$55.1K 0.01% 411
2013
Q4 		$83K Sell
4,675
-568
-11% -$9.9K ﹤0.01% 480
2013
Q3 		$94K Sell
5,243
-6
-0.1% -$96 0.01% 495
2013
Q2 		$79K Buy
+5,249
New +$76.2K ﹤0.01% 513

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evercore Wealth Management's AMAT Position: Q1 2026 in Review

Evercore Wealth Management reduced its Applied Materials (AMAT) stake by 2.2% in Q1 2026, selling an estimated $175K and leaving 23,441 shares worth $8.01M. The position accounts for 0.13% of the portfolio, ranked #84.

Evercore Wealth Management first reported a position in AMAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $43M in Q4 2020. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Evercore Wealth Management held 23,441 shares of Applied Materials worth $8.01M as of Q1 2026.
  • Evercore Wealth Management sold 520 Applied Materials shares in Q1 2026, an estimated $175K.
  • Applied Materials made up 0.13% of Evercore Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Evercore Wealth Management first reported a position in Applied Materials in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's Applied Materials position peaked at $43M in Q4 2020.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.