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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
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% +$3.19K 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 +$689K 0.53% 44

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Salvus Wealth Management's AMAT Position: Q2 2026 in Review

Salvus Wealth Management reduced its Applied Materials (AMAT) stake by 8.4% in Q2 2026, selling an estimated $330K and leaving 7,816 shares worth $5.65M. The position accounts for 3.17% of the portfolio, ranked #6.

Salvus Wealth Management first reported a position in AMAT in Q3 2021 and has held it in 20 quarters since. 622 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Salvus Wealth Management held 7,816 shares of Applied Materials worth $5.65M as of Q2 2026.
  • Salvus Wealth Management sold 715 Applied Materials shares in Q2 2026, an estimated $330K.
  • Applied Materials made up 3.17% of Salvus Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Salvus Wealth Management first reported a position in Applied Materials in Q3 2021 and has held it in 20 quarters since.
  • 622 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.