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Ferguson Wellman Capital Management’s Applied Materials AMAT Stock Holding History

Ferguson Wellman Capital 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 		$11.5M Buy
15,894
+46
+0.3% +$21.2K 0.14% 103
2026
Q1 		$5.42M Sell
15,848
-1,083
-6% -$364K 0.07% 125
2025
Q4 		$4.35M Sell
16,931
-113
-0.7% -$27.1K 0.07% 102
2025
Q3 		$3.49M Buy
17,044
+465
+3% +$84.4K 0.06% 112
2025
Q2 		$3.04M Sell
16,579
-860
-5% -$136K 0.05% 116
2025
Q1 		$2.53M Sell
17,439
-100
-0.6% -$16.8K 0.05% 123
2024
Q4 		$2.85M Sell
17,539
-459
-3% -$83.2K 0.05% 120
2024
Q3 		$3.64M Sell
17,998
-2,456
-12% -$504K 0.07% 118
2024
Q2 		$4.83M Sell
20,454
-6,902
-25% -$1.48M 0.1% 100
2024
Q1 		$5.64M Sell
27,356
-1,371
-5% -$252K 0.12% 89
2023
Q4 		$4.66M Sell
28,727
-191,222
-87% -$28.1M 0.1% 105
2023
Q3 		$30.5M Sell
219,949
-672
-0.3% -$96.4K 0.75% 46
2023
Q2 		$31.9M Buy
220,621
+1,514
+0.7% +$189K 0.75% 43
2023
Q1 		$26.9M Buy
219,107
+5,169
+2% +$594K 0.68% 47
2022
Q4 		$20.8M Sell
213,938
-14,738
-6% -$1.41M 0.54% 57
2022
Q3 		$18.7M Buy
228,676
+3,282
+1% +$316K 0.73% 45
2022
Q2 		$20.5M Sell
225,394
-1,422
-0.6% -$156K 0.76% 45
2022
Q1 		$29.9M Sell
226,816
-2,434
-1% -$335K 0.94% 35
2021
Q4 		$36.1M Buy
229,250
+4,679
+2% +$678K 1.05% 31
2021
Q3 		$28.9M Buy
224,571
+6,105
+3% +$829K 0.93% 34
2021
Q2 		$31.1M Buy
218,466
+206
+0.1% +$27.6K 1.01% 30
2021
Q1 		$29.2M Buy
218,260
+212,133
+3,462% +$23.4M 1.01% 31
2020
Q4 		$529K Hold
6,127
– – 0.01% 274
2020
Q3 		$364K Hold
6,127
– – 0.01% 288
2020
Q2 		$370K Hold
6,127
– – 0.01% 277
2020
Q1 		$281K Sell
6,127
-2,682
-30% -$154K 0.01% 270
2019
Q4 		$538K Buy
8,809
+3
+0% +$169 0.02% 263
2019
Q3 		$439K Hold
8,806
– – 0.01% 274
2019
Q2 		$395K Sell
8,806
-200
-2% -$8.42K 0.01% 268
2019
Q1 		$357K Sell
9,006
-1
-0% -$38 0.01% 273
2018
Q4 		$295K Sell
9,007
-999
-10% -$34.2K 0.01% 291
2018
Q3 		$387K Sell
10,006
-176
-2% -$7.78K 0.01% 261
2018
Q2 		$470K Hold
10,182
– – 0.02% 246
2018
Q1 		$566K Sell
10,182
-24
-0.2% -$1.34K 0.02% 239
2017
Q4 		$522K Sell
10,206
-742
-7% -$40.2K 0.02% 243
2017
Q3 		$570K Hold
10,948
– – 0.02% 229
2017
Q2 		$452K Hold
10,948
– – 0.02% 239
2017
Q1 		$426K Buy
10,948
+1,742
+19% +$62.6K 0.02% 244
2016
Q4 		$297K Buy
+9,206
New +$280K 0.01% 282
2014
Q1 		– Sell
-10,800
Closed -$191K – 310
2013
Q4 		$191K Buy
+10,800
New +$188K 0.01% 307

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

Ferguson Wellman Capital Management's AMAT Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Applied Materials (AMAT) stake by 0.29% in Q2 2026, buying an estimated $21.2K and bringing the position to 15,894 shares worth $11.5M. The position accounts for 0.14% of the portfolio, ranked #103.

Ferguson Wellman Capital Management first reported a position in AMAT in Q4 2013 and has held it in 40 quarters since. The position peaked at $36.1M in Q4 2021. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Ferguson Wellman Capital Management held 15,894 shares of Applied Materials worth $11.5M as of Q2 2026.
  • Ferguson Wellman Capital Management bought 46 Applied Materials shares in Q2 2026, an estimated $21.2K.
  • Applied Materials made up 0.14% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #103 holding.
  • Ferguson Wellman Capital Management first reported a position in Applied Materials in Q4 2013 and has held it in 40 quarters since.
  • Ferguson Wellman Capital Management's Applied Materials position peaked at $36.1M in Q4 2021.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.