Jessup Wealth Management
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Jessup Wealth Management’s Applied Materials AMAT Stock Holding History

Jessup 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
Q3 		$1.1M Sell
2,150
-10
-0.5% -$5.08K 0.23% 38
2026
Q2 		$1.56M Sell
2,160
-327
-13% -$151K 0.47% 32
2026
Q1 		$850K Sell
2,487
-119
-5% -$40K 0.31% 36
2025
Q4 		$670K Sell
2,606
-46
-2% -$11K 0.22% 48
2025
Q3 		$543K Sell
2,652
-200
-7% -$36.3K 0.2% 46
2025
Q2 		$522K Sell
2,852
-177
-6% -$28K 0.21% 49
2025
Q1 		$440K Sell
3,029
-38
-1% -$6.39K 0.18% 51
2024
Q4 		$499K Sell
3,067
-61
-2% -$11.1K 0.21% 42
2024
Q3 		$632K Sell
3,128
-16
-0.5% -$3.28K 0.29% 37
2024
Q2 		$742K Sell
3,144
-50
-2% -$10.7K 0.32% 38
2024
Q1 		$659K Sell
3,194
-156
-5% -$28.6K 0.28% 41
2023
Q4 		$543K Buy
3,350
+7
+0.2% +$1.03K 0.27% 39
2023
Q3 		$463K Sell
3,343
-43,231
-93% -$6.2M 0.27% 42
2023
Q2 		$6.73M Buy
46,574
+43,765
+1,558% +$5.48M 3.6% 7
2023
Q1 		$345K Buy
2,809
+42
+2% +$4.82K 0.2% 53
2022
Q4 		$269K Buy
+2,767
New +$266K 0.17% 53

Other funds holding AMAT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Jessup Wealth Management's AMAT Position: Q3 2026 in Review

Jessup Wealth Management reduced its Applied Materials (AMAT) stake by 0.46% in Q3 2026, selling an estimated $5.08K and leaving 2,150 shares worth $1.1M. The position accounts for 0.23% of the portfolio, ranked #38.

Jessup Wealth Management first reported a position in AMAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.73M in Q2 2023. 994 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Jessup Wealth Management held 2,150 shares of Applied Materials worth $1.1M as of Q3 2026.
  • Jessup Wealth Management sold 10 Applied Materials shares in Q3 2026, an estimated $5.08K.
  • Applied Materials made up 0.23% of Jessup Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Jessup Wealth Management first reported a position in Applied Materials in Q4 2022 and has held it in 16 quarters since.
  • Jessup Wealth Management's Applied Materials position peaked at $6.73M in Q2 2023.
  • 994 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Jessup Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.