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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
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 $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