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HM Payson & Co’s Applied Materials AMAT Stock Holding History

HM Payson & Co’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 		$6.57M Buy
9,094
+94
+1% +$43.4K 0.09% 104
2026
Q1 		$3.08M Sell
9,000
-1,300
-13% -$437K 0.04% 142
2025
Q4 		$2.65M Sell
10,300
-312
-3% -$74.8K 0.04% 141
2025
Q3 		$2.17M Buy
10,612
+150
+1% +$27.2K 0.03% 149
2025
Q2 		$1.92M Sell
10,462
-577
-5% -$91.4K 0.03% 151
2025
Q1 		$1.6M Buy
11,039
+542
+5% +$91.1K 0.03% 164
2024
Q4 		$1.71M Buy
10,497
+182
+2% +$33K 0.03% 161
2024
Q3 		$2.08M Buy
10,315
+984
+11% +$202K 0.04% 150
2024
Q2 		$2.2M Buy
9,331
+16
+0.2% +$3.44K 0.04% 145
2024
Q1 		$1.92M Sell
9,315
-90
-1% -$16.5K 0.04% 156
2023
Q4 		$1.52M Sell
9,405
-369
-4% -$54.2K 0.03% 169
2023
Q3 		$1.35M Sell
9,774
-108
-1% -$15.5K 0.03% 167
2023
Q2 		$1.43M Buy
9,882
+1,348
+16% +$169K 0.03% 163
2023
Q1 		$1.05M Buy
8,534
+17
+0.2% +$1.95K 0.03% 184
2022
Q4 		$829K Buy
8,517
+31
+0.4% +$2.98K 0.02% 198
2022
Q3 		$695K Sell
8,486
-50
-0.6% -$4.82K 0.02% 212
2022
Q2 		$777K Sell
8,536
-103
-1% -$11.3K 0.02% 209
2022
Q1 		$1.14M Sell
8,639
-297
-3% -$40.9K 0.03% 193
2021
Q4 		$1.41M Buy
8,936
+35
+0.4% +$5.07K 0.03% 177
2021
Q3 		$1.15M Sell
8,901
-550
-6% -$74.7K 0.03% 195
2021
Q2 		$1.35M Buy
9,451
+5
+0.1% +$671 0.03% 183
2021
Q1 		$1.26M Sell
9,446
-4,255
-31% -$469K 0.03% 185
2020
Q4 		$1.18M Sell
13,701
-242
-2% -$17.9K 0.03% 190
2020
Q3 		$829K Hold
13,943
– – 0.03% 208
2020
Q2 		$843K Hold
13,943
– – 0.03% 196
2020
Q1 		$639K Sell
13,943
-3,392
-20% -$195K 0.03% 200
2019
Q4 		$1.06M Sell
17,335
-751
-4% -$42.2K 0.03% 203
2019
Q3 		$902K Sell
18,086
-1,740
-9% -$84K 0.03% 209
2019
Q2 		$890K Sell
19,826
-1,229
-6% -$51.7K 0.03% 208
2019
Q1 		$835K Buy
21,055
+20,971
+24,965% +$796K 0.03% 181
2018
Q4 		$3K Sell
84
-80,127
-100% -$2.75M 0.01% 112
2018
Q3 		$3.1M Sell
80,211
-221,547
-73% -$9.8M 0.14% 107
2018
Q2 		$13.9M Buy
301,758
+22,259
+8% +$1.15M 0.6% 49
2018
Q1 		$15.5M Buy
279,499
+62,727
+29% +$3.49M 0.64% 50
2017
Q4 		$11.1M Buy
216,772
+85,438
+65% +$4.63M 0.45% 60
2017
Q3 		$6.84M Buy
131,334
+113,705
+645% +$5.14M 0.29% 80
2017
Q2 		$728K Buy
17,629
+8,410
+91% +$357K 0.03% 207
2017
Q1 		$359K Hold
9,219
– – 0.02% 252
2016
Q4 		$297K Hold
9,219
– – 0.01% 269
2016
Q3 		$278K Hold
9,219
– – 0.01% 267
2016
Q2 		$221K Sell
9,219
-9,100
-50% -$201K 0.01% 302
2016
Q1 		$388K Buy
+18,319
New +$334K 0.02% 230
2015
Q1 		– Sell
-8,403
Closed -$209K – 298
2014
Q4 		$209K Buy
+8,403
New +$190K 0.01% 290

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

HM Payson & Co's AMAT Position: Q2 2026 in Review

HM Payson & Co increased its Applied Materials (AMAT) stake by 1% in Q2 2026, buying an estimated $43.4K and bringing the position to 9,094 shares worth $6.57M. The position accounts for 0.09% of the portfolio, ranked #104.

HM Payson & Co first reported a position in AMAT in Q4 2014 and has held it in 43 quarters since. The position peaked at $15.5M in Q1 2018. 1,154 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • HM Payson & Co held 9,094 shares of Applied Materials worth $6.57M as of Q2 2026.
  • HM Payson & Co bought 94 Applied Materials shares in Q2 2026, an estimated $43.4K.
  • Applied Materials made up 0.09% of HM Payson & Co's portfolio in Q2 2026, its #104 holding.
  • HM Payson & Co first reported a position in Applied Materials in Q4 2014 and has held it in 43 quarters since.
  • HM Payson & Co's Applied Materials position peaked at $15.5M in Q1 2018.
  • 1,154 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.