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Salvus Wealth Management’s Applied Materials AMAT Stock Holding History

Salvus 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 		$3.5M Sell
6,838
-978
-13% -$497K 1.99% 12
2026
Q2 		$5.65M Sell
7,816
-715
-8% -$330K 3.17% 6
2026
Q1 		$2.92M Sell
8,531
-157
-2% -$52.8K 1.7% 17
2025
Q4 		$2.23M Buy
8,688
+161
+2% +$38.6K 1.25% 23
2025
Q3 		$1.75M Sell
8,527
-341
-4% -$61.9K 0.98% 30
2025
Q2 		$1.62M Sell
8,868
-164
-2% -$26K 0.95% 31
2025
Q1 		$1.31M Buy
9,032
+19
+0.2% +$3.2K 0.82% 36
2024
Q4 		$1.47M Sell
9,013
-80
-0.9% -$14.5K 0.93% 29
2024
Q3 		$1.84M Sell
9,093
-17
-0.2% -$3.49K 1.13% 27
2024
Q2 		$2.15M Sell
9,110
-186
-2% -$39.9K 1.48% 19
2024
Q1 		$1.92M Sell
9,296
-37
-0.4% -$6.79K 1.31% 22
2023
Q4 		$1.51M Sell
9,333
-56
-0.6% -$8.23K 1.08% 25
2023
Q3 		$1.3M Buy
9,389
+78
+0.8% +$11.2K 1.03% 26
2023
Q2 		$1.35M Buy
9,311
+287
+3% +$35.9K 1.04% 26
2023
Q1 		$1.11M Buy
9,024
+433
+5% +$49.7K 0.9% 28
2022
Q4 		$837K Buy
8,591
+3,125
+57% +$300K 0.77% 37
2022
Q3 		$448K Buy
5,466
+5
+0.1% +$482 0.43% 62
2022
Q2 		$497K Sell
5,461
-49
-0.9% -$5.38K 0.45% 59
2022
Q1 		$726K Buy
5,510
+248
+5% +$34.1K 0.55% 46
2021
Q4 		$828K Buy
5,262
+191
+4% +$27.7K 0.61% 40
2021
Q3 		$653K Buy
+5,071
New +$688K 0.53% 44

Other funds holding AMAT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

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

Salvus Wealth Management reduced its Applied Materials (AMAT) stake by 13% in Q3 2026, selling an estimated $497K and leaving 6,838 shares worth $3.5M. The position accounts for 1.99% of the portfolio, ranked #12.

Salvus Wealth Management first reported a position in AMAT in Q3 2021 and has held it in 21 quarters since. The position peaked at $5.65M in Q2 2026. 655 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Salvus Wealth Management held 6,838 shares of Applied Materials worth $3.5M as of Q3 2026.
  • Salvus Wealth Management sold 978 Applied Materials shares in Q3 2026, an estimated $497K.
  • Applied Materials made up 1.99% of Salvus Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Salvus Wealth Management first reported a position in Applied Materials in Q3 2021 and has held it in 21 quarters since.
  • Salvus Wealth Management's Applied Materials position peaked at $5.65M in Q2 2026.
  • 655 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

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