Trust Company of the South’s Applied Materials AMAT Stock Holding History

Trust Company of the South’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	$728K	Buy	1,007 +183	+22%	+$84.4K	0.1%	70
2026 Q1	$282K	Buy	824 +33	+4%	+$11.1K	0.05%	123
2025 Q4	$203K	Sell	791 -551	-41%	-$132K	0.03%	136
2025 Q3	$275K	Buy	+1,342	New	+$243K	0.05%	111
2024 Q4	–	Sell	-1,197	Closed	-$242K	–	121
2024 Q3	$242K	Buy	+1,197	New	+$246K	0.05%	118

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Trust Company of the South's AMAT Position: Q2 2026 in Review

Trust Company of the South increased its Applied Materials (AMAT) stake by 22% in Q2 2026, buying an estimated $84.4K and bringing the position to 1,007 shares worth $728K. The position accounts for 0.1% of the portfolio, ranked #70.

Trust Company of the South first reported a position in AMAT in Q3 2024 and has held it in 5 quarters since. 1,651 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Trust Company of the South held 1,007 shares of Applied Materials worth $728K as of Q2 2026.
Trust Company of the South bought 183 Applied Materials shares in Q2 2026, an estimated $84.4K.
Applied Materials made up 0.1% of Trust Company of the South's portfolio in Q2 2026, its #70 holding.
Trust Company of the South first reported a position in Applied Materials in Q3 2024 and has held it in 5 quarters since.
1,651 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.