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Everhart Financial Group’s Applied Materials AMAT Stock Holding History

Everhart Financial Group’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 		$7.29M Sell
10,084
-847
-8% -$391K 0.47% 30
2026
Q1 		$3.74M Buy
10,931
+1,211
+12% +$407K 0.32% 46
2025
Q4 		$2.5M Buy
9,720
+1,461
+18% +$350K 0.23% 51
2025
Q3 		$1.69M Buy
8,259
+133
+2% +$24.1K 0.17% 74
2025
Q2 		$1.49M Buy
8,126
+1,725
+27% +$273K 0.17% 82
2025
Q1 		$929K Buy
6,401
+459
+8% +$77.2K 0.13% 115
2024
Q4 		$966K Sell
5,942
-606
-9% -$110K 0.2% 102
2024
Q3 		$1.32M Buy
6,548
+553
+9% +$113K 0.29% 64
2024
Q2 		$1.41M Buy
5,995
+406
+7% +$87.2K 0.37% 49
2024
Q1 		$1.15M Buy
5,589
+1,080
+24% +$198K 0.34% 55
2023
Q4 		$731K Buy
4,509
+371
+9% +$54.5K 0.26% 78
2023
Q3 		$573K Buy
4,138
+382
+10% +$54.8K 0.24% 86
2023
Q2 		$543K Buy
3,756
+131
+4% +$16.4K 0.22% 87
2023
Q1 		$445K Buy
+3,625
New +$416K 0.2% 97
2022
Q4 		– Sell
-3,514
Closed -$288K – 185
2022
Q3 		$288K Buy
3,514
+844
+32% +$81.4K 0.16% 131
2022
Q2 		$243K Buy
2,670
+1,012
+61% +$111K 0.15% 142
2022
Q1 		$219K Buy
+1,658
New +$228K 0.13% 118

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everhart Financial Group's AMAT Position: Q2 2026 in Review

Everhart Financial Group reduced its Applied Materials (AMAT) stake by 7.7% in Q2 2026, selling an estimated $391K and leaving 10,084 shares worth $7.29M. The position accounts for 0.47% of the portfolio, ranked #30.

Everhart Financial Group first reported a position in AMAT in Q1 2022 and has held it in 17 quarters since. 605 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Everhart Financial Group held 10,084 shares of Applied Materials worth $7.29M as of Q2 2026.
  • Everhart Financial Group sold 847 Applied Materials shares in Q2 2026, an estimated $391K.
  • Applied Materials made up 0.47% of Everhart Financial Group's portfolio in Q2 2026, its #30 holding.
  • Everhart Financial Group first reported a position in Applied Materials in Q1 2022 and has held it in 17 quarters since.
  • 605 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.