Gemmer Asset Management’s Applied Materials AMAT Stock Holding History

Gemmer Asset 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	$3.75M	Sell	5,193 -168	-3%	-$77.5K	0.25%	49
2026 Q1	$1.83M	Buy	5,361 +3,142	+142%	+$1.06M	0.14%	60
2025 Q4	$570K	Sell	2,219 -39	-2%	-$9.35K	0.04%	101
2025 Q3	$462K	Buy	+2,258	New	+$410K	0.04%	106
2022 Q2	–	Sell	-629	Closed	-$82K	–	152
2022 Q1	$82K	Sell	629 -163	-21%	-$22.4K	0.01%	187
2021 Q4	$125K	Hold	792	–	–	0.01%	152
2021 Q3	$102K	Hold	792	–	–	0.01%	154
2021 Q2	$113K	Buy	792 +20	+3%	+$2.68K	0.02%	163
2021 Q1	$103K	Hold	772	–	–	0.02%	157
2020 Q4	$67K	Hold	772	–	–	0.01%	197
2020 Q3	$46K	Hold	772	–	–	0.01%	215
2020 Q2	$47K	Sell	772 -119	-13%	-$6.42K	0.01%	204
2020 Q1	$41K	Buy	891 +187	+27%	+$10.7K	0.01%	200
2019 Q4	$43K	Sell	704 -145	-17%	-$8.15K	0.01%	216
2019 Q3	$42K	Sell	849 -464	-35%	-$22.4K	0.01%	217
2019 Q2	$59K	Hold	1,313	–	–	0.02%	171
2019 Q1	$52K	Sell	1,313 -88	-6%	-$3.34K	0.01%	189
2018 Q4	$46K	Hold	1,401	–	–	0.01%	185
2018 Q3	$54K	Hold	1,401	–	–	0.02%	169
2018 Q2	$65K	Hold	1,401	–	–	0.02%	155
2018 Q1	$78K	Hold	1,401	–	–	0.03%	135
2017 Q4	$72K	Buy	1,401 +500	+55%	+$27.1K	0.02%	151
2017 Q3	$47K	Hold	901	–	–	0.02%	186
2017 Q2	$37K	Hold	901	–	–	0.02%	220
2017 Q1	$35K	Hold	901	–	–	0.02%	211
2016 Q4	$29K	Hold	901	–	–	0.01%	236
2016 Q3	$27K	Hold	901	–	–	0.01%	251
2016 Q2	$22K	Hold	901	–	–	0.01%	272
2016 Q1	$19K	Hold	901	–	–	0.01%	322
2015 Q4	$17K	Sell	901 -31	-3%	-$538	0.01%	337
2015 Q3	$14K	Buy	932 +109	+13%	+$1.82K	0.01%	417
2015 Q2	$16K	Sell	823 -65	-7%	-$1.33K	0.01%	381
2015 Q1	$20K	Buy	888 +65	+8%	+$1.56K	0.01%	341
2014 Q4	$21K	Hold	823	–	–	0.01%	306
2014 Q3	$17K	Hold	823	–	–	0.01%	345
2014 Q2	$19K	Hold	823	–	–	0.01%	318
2014 Q1	$16K	Buy	+823	New	+$15.1K	0.01%	363

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

Gemmer Asset Management's AMAT Position: Q2 2026 in Review

Gemmer Asset Management reduced its Applied Materials (AMAT) stake by 3.1% in Q2 2026, selling an estimated $77.5K and leaving 5,193 shares worth $3.75M. The position accounts for 0.25% of the portfolio, ranked #49.

Gemmer Asset Management first reported a position in AMAT in Q1 2014 and has held it in 37 quarters since. 1,162 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Gemmer Asset Management held 5,193 shares of Applied Materials worth $3.75M as of Q2 2026.
Gemmer Asset Management sold 168 Applied Materials shares in Q2 2026, an estimated $77.5K.
Applied Materials made up 0.25% of Gemmer Asset Management's portfolio in Q2 2026, its #49 holding.
Gemmer Asset Management first reported a position in Applied Materials in Q1 2014 and has held it in 37 quarters since.
1,162 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.