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Jamison Private Wealth Management’s Applied Materials AMAT Stock Holding History

Jamison Private Wealth 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 		$44.2M Sell
61,132
-434
-0.7% -$200K 4.46% 1
2026
Q1 		$21M Buy
61,566
+11
+0% +$3.7K 2.56% 6
2025
Q4 		$15.8M Buy
61,555
+183
+0.3% +$43.9K 1.92% 12
2025
Q3 		$12.6M Buy
61,372
+430
+0.7% +$78K 1.59% 17
2025
Q2 		$11.2M Buy
60,942
+470
+0.8% +$74.5K 1.6% 18
2025
Q1 		$8.78M Buy
60,472
+294
+0.5% +$49.4K 1.34% 24
2024
Q4 		$9.79M Buy
60,178
+1,256
+2% +$228K 1.44% 20
2024
Q3 		$11.9M Buy
58,922
+1,262
+2% +$259K 1.81% 11
2024
Q2 		$13.6M Sell
57,660
-304
-0.5% -$65.3K 2.26% 8
2024
Q1 		$12M Buy
57,964
+122
+0.2% +$22.4K 2.02% 11
2023
Q4 		$9.37M Sell
57,842
-477
-0.8% -$70.1K 1.76% 13
2023
Q3 		$8.07M Buy
+58,319
New +$8.36M 1.67% 13

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

Jamison Private Wealth Management's AMAT Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Applied Materials (AMAT) stake by 0.7% in Q2 2026, selling an estimated $200K and leaving 61,132 shares worth $44.2M. The position accounts for 4.46% of the portfolio, ranked #1.

Jamison Private Wealth Management first reported a position in AMAT in Q3 2023 and has held it in 12 quarters since. 1,207 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Jamison Private Wealth Management held 61,132 shares of Applied Materials worth $44.2M as of Q2 2026.
  • Jamison Private Wealth Management sold 434 Applied Materials shares in Q2 2026, an estimated $200K.
  • Applied Materials made up 4.46% of Jamison Private Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Jamison Private Wealth Management first reported a position in Applied Materials in Q3 2023 and has held it in 12 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.