EWA
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EverSource Wealth Advisors’s Applied Materials AMAT Stock Holding History

EverSource Wealth Advisors’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 		$37.5M Sell
51,878
-4,215
-8% -$1.94M 1.26% 9
2026
Q1 		$19.2M Sell
56,093
-1,082
-2% -$364K 0.58% 35
2025
Q4 		$14.7M Buy
57,175
+2,426
+4% +$582K 0.54% 45
2025
Q3 		$11.2M Sell
54,749
-38
-0.1% -$6.89K 0.44% 57
2025
Q2 		$10M Buy
54,787
+1,820
+3% +$288K 0.45% 53
2025
Q1 		$7.69M Buy
52,967
+3,581
+7% +$602K 0.42% 58
2024
Q4 		$8.03M Sell
49,386
-22
-0% -$3.99K 0.45% 52
2024
Q3 		$9.98M Buy
49,408
+225
+0.5% +$46.1K 0.63% 37
2024
Q2 		$10.4M Sell
49,183
-845
-2% -$181K 0.69% 33
2024
Q1 		$9.94M Buy
50,028
+1,499
+3% +$275K 0.78% 27
2023
Q4 		$7.87M Buy
48,529
+1,547
+3% +$227K 0.72% 29
2023
Q3 		$6.5M Buy
46,982
+4,875
+12% +$699K 0.69% 35
2023
Q2 		$6.09M Buy
42,107
+4,355
+12% +$545K 0.67% 36
2023
Q1 		$4.64M Buy
37,752
+276
+0.7% +$31.7K 0.58% 38
2022
Q4 		$3.65M Buy
37,476
+34,844
+1,324% +$3.34M 0.55% 41
2022
Q3 		$215K Buy
2,632
+40
+2% +$3.86K 0.05% 287
2022
Q2 		$236K Sell
2,592
-567
-18% -$62.2K 0.06% 240
2022
Q1 		$416K Buy
3,159
+26
+0.8% +$3.58K 0.11% 174
2021
Q4 		$494K Buy
+3,133
New +$454K 0.14% 117

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EverSource Wealth Advisors's AMAT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Applied Materials (AMAT) stake by 7.5% in Q2 2026, selling an estimated $1.94M and leaving 51,878 shares worth $37.5M. The position accounts for 1.26% of the portfolio, ranked #9.

EverSource Wealth Advisors first reported a position in AMAT in Q4 2021 and has held it in 19 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • EverSource Wealth Advisors held 51,878 shares of Applied Materials worth $37.5M as of Q2 2026.
  • EverSource Wealth Advisors sold 4,215 Applied Materials shares in Q2 2026, an estimated $1.94M.
  • Applied Materials made up 1.26% of EverSource Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • EverSource Wealth Advisors first reported a position in Applied Materials in Q4 2021 and has held it in 19 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.