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Evergreen Private Wealth’s Applied Materials AMAT Stock Holding History

Evergreen Private Wealth’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 		$25.7M Sell
34,994
-3,413
-9% -$1.57M 9.49% 1
2026
Q1 		$13.1M Sell
38,407
-3,204
-8% -$1.08M 5.3% 1
2025
Q4 		$10.7M Sell
41,611
-4,521
-10% -$1.08M 4.22% 1
2025
Q3 		$9.45M Sell
46,132
-337
-0.7% -$61.1K 3.83% 2
2025
Q2 		$8.51M Buy
46,469
+6,192
+15% +$981K 3.56% 4
2025
Q1 		$5.84M Buy
40,277
+1,670
+4% +$281K 2.73% 8
2024
Q4 		$6.28M Buy
38,607
+918
+2% +$166K 2.94% 11
2024
Q3 		$7.62M Buy
37,689
+545
+1% +$112K 3.53% 2
2024
Q2 		$8.77M Buy
37,144
+81
+0.2% +$17.4K 4.32% 1
2024
Q1 		$7.64M Sell
37,063
-6,659
-15% -$1.22M 3.83% 1
2023
Q4 		$7.09M Buy
+43,722
New +$6.42M 3.82% 2

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evergreen Private Wealth's AMAT Position: Q2 2026 in Review

Evergreen Private Wealth reduced its Applied Materials (AMAT) stake by 8.9% in Q2 2026, selling an estimated $1.57M and leaving 34,994 shares worth $25.7M. The position accounts for 9.49% of the portfolio, ranked #1.

Evergreen Private Wealth first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 3,494 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Evergreen Private Wealth held 34,994 shares of Applied Materials worth $25.7M as of Q2 2026.
  • Evergreen Private Wealth sold 3,413 Applied Materials shares in Q2 2026, an estimated $1.57M.
  • Applied Materials made up 9.49% of Evergreen Private Wealth's portfolio in Q2 2026, its #1 holding.
  • Evergreen Private Wealth first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
  • 3,494 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.