Evermay Wealth Management’s Applied Materials AMAT Stock Holding History

Evermay 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 Q2	$2.35M	Buy	3,251 +250	+8%	+$115K	0.24%	42
2026 Q1	$1.03M	Buy	3,001 +14	+0.5%	+$4.71K	0.11%	78
2025 Q4	$768K	Buy	2,987 +3	+0.1%	+$719	0.09%	101
2025 Q3	$611K	Hold	2,984	–	–	0.07%	114
2025 Q2	$546K	Sell	2,984 -85	-3%	-$13.5K	0.07%	120
2025 Q1	$445K	Sell	3,069 -173	-5%	-$29.1K	0.06%	130
2024 Q4	$527K	Sell	3,242 -899	-22%	-$163K	0.08%	121
2024 Q3	$837K	Buy	4,141 +101	+3%	+$20.7K	0.13%	91
2024 Q2	$953K	Hold	4,040	–	–	0.15%	83
2024 Q1	$833K	Sell	4,040 -7	-0.2%	-$1.28K	0.13%	88
2023 Q4	$656K	Sell	4,047 -243	-6%	-$35.7K	0.12%	88
2023 Q3	$594K	Buy	4,290 +7	+0.2%	+$1K	0.12%	86
2023 Q2	$619K	Buy	4,283 +14	+0.3%	+$1.75K	0.12%	86
2023 Q1	$524K	Sell	4,269 -500	-10%	-$57.4K	0.11%	96
2022 Q4	$464K	Buy	4,769 +500	+12%	+$48K	0.09%	103
2022 Q3	$350K	Hold	4,269	–	–	0.07%	120
2022 Q2	$388K	Hold	4,269	–	–	0.08%	110
2022 Q1	$563K	Sell	4,269 -720	-14%	-$99.1K	0.09%	95
2021 Q4	$785K	Hold	4,989	–	–	0.14%	58
2021 Q3	$642K	Hold	4,989	–	–	0.12%	65
2021 Q2	$710K	Hold	4,989	–	–	0.13%	69
2021 Q1	$667K	Sell	4,989 -740	-13%	-$81.6K	0.13%	69
2020 Q4	$494K	Sell	5,729 -80	-1%	-$5.91K	0.11%	89
2020 Q3	$345K	Hold	5,809	–	–	0.08%	107
2020 Q2	$351K	Sell	5,809 -300	-5%	-$16.2K	0.09%	101
2020 Q1	$280K	Sell	6,109 -300	-5%	-$17.2K	0.09%	110
2019 Q4	$391K	Sell	6,409 -100	-2%	-$5.62K	0.1%	103
2019 Q3	$325K	Buy	6,509 +100	+2%	+$4.83K	0.09%	106
2019 Q2	$288K	Hold	6,409	–	–	0.08%	116
2019 Q1	$254K	Buy	6,409 +250	+4%	+$9.49K	0.07%	126
2018 Q4	$202K	Sell	6,159 -1,215	-16%	-$41.7K	0.07%	127
2018 Q3	$285K	Sell	7,374 -4,070	-36%	-$180K	0.09%	113
2018 Q2	$529K	Sell	11,444 -900	-7%	-$46.4K	0.18%	63
2018 Q1	$686K	Buy	12,344 +3,560	+41%	+$198K	0.24%	54
2017 Q4	$449K	Buy	+8,784	New	+$476K	0.16%	70

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

Evermay Wealth Management's AMAT Position: Q2 2026 in Review

Evermay Wealth Management increased its Applied Materials (AMAT) stake by 8.3% in Q2 2026, buying an estimated $115K and bringing the position to 3,251 shares worth $2.35M. The position accounts for 0.24% of the portfolio, ranked #42.

Evermay Wealth Management first reported a position in AMAT in Q4 2017 and has held it in 35 quarters since. 1,233 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Evermay Wealth Management held 3,251 shares of Applied Materials worth $2.35M as of Q2 2026.
Evermay Wealth Management bought 250 Applied Materials shares in Q2 2026, an estimated $115K.
Applied Materials made up 0.24% of Evermay Wealth Management's portfolio in Q2 2026, its #42 holding.
Evermay Wealth Management first reported a position in Applied Materials in Q4 2017 and has held it in 35 quarters since.
1,233 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.