Morton Brown Family Wealth’s Applied Materials AMAT Stock Holding History

Morton Brown Family Wealth’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	$19.5K	Buy	27 +15	+125%	+$6.92K	﹤0.01%	161
2026 Q1	$4.1K	Hold	12	–	–	﹤0.01%	231
2025 Q4	$3.08K	Hold	12	–	–	﹤0.01%	238
2025 Q3	$2.46K	Hold	12	–	–	﹤0.01%	236
2025 Q2	$2.2K	Hold	12	–	–	﹤0.01%	277
2025 Q1	$1.74K	Hold	12	–	–	﹤0.01%	286
2024 Q4	$1.95K	Hold	12	–	–	﹤0.01%	232
2024 Q3	$2.42K	Hold	12	–	–	﹤0.01%	221
2024 Q2	$2.61K	Hold	12	–	–	﹤0.01%	189
2024 Q1	$2.48K	Hold	12	–	–	﹤0.01%	189
2023 Q4	$1.95K	Hold	12	–	–	﹤0.01%	244
2023 Q3	$1.66K	Hold	12	–	–	﹤0.01%	164
2023 Q2	$1.73K	Sell	12 -2	-14%	-$250	﹤0.01%	158
2023 Q1	$1.72K	Buy	+14	New	+$1.61K	﹤0.01%	211
2022 Q1	–	Sell	-21	Closed	-$3K	–	145
2021 Q4	$3K	Buy	+21	New	+$3.04K	﹤0.01%	146

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Morton Brown Family Wealth's AMAT Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Applied Materials (AMAT) stake by 125% in Q2 2026, buying an estimated $6.92K and bringing the position to 27 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Morton Brown Family Wealth first reported a position in AMAT in Q4 2021 and has held it in 15 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Morton Brown Family Wealth held 27 shares of Applied Materials worth $19.5K as of Q2 2026.
Morton Brown Family Wealth bought 15 Applied Materials shares in Q2 2026, an estimated $6.92K.
Applied Materials made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #161 holding.
Morton Brown Family Wealth first reported a position in Applied Materials in Q4 2021 and has held it in 15 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.