Everhart Financial Group
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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
Q3 		$5.15M Sell
10,069
-15
-0.1% -$7.62K 0.32% 33
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Everhart Financial Group's AMAT Position: Q3 2026 in Review

Everhart Financial Group reduced its Applied Materials (AMAT) stake by 0.15% in Q3 2026, selling an estimated $7.62K and leaving 10,069 shares worth $5.15M. The position accounts for 0.32% of the portfolio, ranked #33.

Everhart Financial Group first reported a position in AMAT in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.29M in Q2 2026. 2,866 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Everhart Financial Group held 10,069 shares of Applied Materials worth $5.15M as of Q3 2026.
  • Everhart Financial Group sold 15 Applied Materials shares in Q3 2026, an estimated $7.62K.
  • Applied Materials made up 0.32% of Everhart Financial Group's portfolio in Q3 2026, its #33 holding.
  • Everhart Financial Group first reported a position in Applied Materials in Q1 2022 and has held it in 18 quarters since.
  • Everhart Financial Group's Applied Materials position peaked at $7.29M in Q2 2026.
  • 2,866 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.