Johnson & White Wealth Management’s Applied Materials AMAT Stock Holding History

Johnson & White 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	$441K	Buy	610 +9	+1%	+$4.15K	0.17%	83
2026 Q1	$205K	Buy	+601	New	+$202K	0.09%	103

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

Johnson & White Wealth Management's AMAT Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Applied Materials (AMAT) stake by 1.5% in Q2 2026, buying an estimated $4.15K and bringing the position to 610 shares worth $441K. The position accounts for 0.17% of the portfolio, ranked #83.

Johnson & White Wealth Management first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 1,137 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Johnson & White Wealth Management held 610 shares of Applied Materials worth $441K as of Q2 2026.
Johnson & White Wealth Management bought 9 Applied Materials shares in Q2 2026, an estimated $4.15K.
Applied Materials made up 0.17% of Johnson & White Wealth Management's portfolio in Q2 2026, its #83 holding.
Johnson & White Wealth Management first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
1,137 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.