Oregon Pacific Wealth Management’s Applied Materials AMAT Stock Holding History

Oregon Pacific 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	$1.06M	Sell	1,460 -711	-33%	-$328K	0.99%	20
2026 Q1	$742K	Buy	2,171 +335	+18%	+$113K	0.77%	31
2025 Q4	$472K	Sell	1,836 -267	-13%	-$64K	0.49%	47
2025 Q3	$431K	Sell	2,103 -134	-6%	-$24.3K	0.37%	66
2025 Q2	$410K	Buy	2,237 +359	+19%	+$56.9K	0.39%	67
2025 Q1	$273K	Buy	1,878 +497	+36%	+$83.6K	0.27%	97
2024 Q4	$225K	Buy	+1,381	New	+$250K	0.22%	110

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

Oregon Pacific Wealth Management's AMAT Position: Q2 2026 in Review

Oregon Pacific Wealth Management reduced its Applied Materials (AMAT) stake by 33% in Q2 2026, selling an estimated $328K and leaving 1,460 shares worth $1.06M. The position accounts for 0.99% of the portfolio, ranked #20.

Oregon Pacific Wealth Management first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 1,181 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Oregon Pacific Wealth Management held 1,460 shares of Applied Materials worth $1.06M as of Q2 2026.
Oregon Pacific Wealth Management sold 711 Applied Materials shares in Q2 2026, an estimated $328K.
Applied Materials made up 0.99% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #20 holding.
Oregon Pacific Wealth Management first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
1,181 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.