First National Bank of Mount Dora’s Applied Materials AMAT Stock Holding History

First National Bank of Mount Dora’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	$16.4M	Sell	22,690 -874	-4%	-$403K	3.29%	4
2026 Q1	$8.05M	Sell	23,564 -6,666	-22%	-$2.24M	1.74%	23
2025 Q4	$7.77M	Sell	30,230 -86	-0.3%	-$20.6K	1.7%	18
2025 Q3	$6.21M	Buy	30,316 +4,422	+17%	+$802K	1.37%	28
2025 Q2	$4.74M	Buy	25,894 +386	+2%	+$61.2K	1.07%	36
2025 Q1	$3.7M	Sell	25,508 -823	-3%	-$138K	0.9%	42
2024 Q4	$4.28M	Buy	26,331 +971	+4%	+$176K	1%	40
2024 Q3	$5.12M	Buy	25,360 +9,886	+64%	+$2.03M	1.16%	34
2024 Q2	$3.65M	Buy	15,474 +6,920	+81%	+$1.49M	0.88%	45
2024 Q1	$1.76M	Buy	+8,554	New	+$1.57M	0.43%	65

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First National Bank of Mount Dora's AMAT Position: Q2 2026 in Review

First National Bank of Mount Dora reduced its Applied Materials (AMAT) stake by 3.7% in Q2 2026, selling an estimated $403K and leaving 22,690 shares worth $16.4M. The position accounts for 3.29% of the portfolio, ranked #4.

First National Bank of Mount Dora first reported a position in AMAT in Q1 2024 and has held it in 10 quarters since. 1,342 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

First National Bank of Mount Dora held 22,690 shares of Applied Materials worth $16.4M as of Q2 2026.
First National Bank of Mount Dora sold 874 Applied Materials shares in Q2 2026, an estimated $403K.
Applied Materials made up 3.29% of First National Bank of Mount Dora's portfolio in Q2 2026, its #4 holding.
First National Bank of Mount Dora first reported a position in Applied Materials in Q1 2024 and has held it in 10 quarters since.
1,342 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.