Vermillion Wealth Management’s Applied Materials AMAT Stock Holding History

Vermillion 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	$9.5K	Sell	13 -45	-78%	-$20.8K	﹤0.01%	1228
2026 Q1	$19.9K	Buy	58 +45	+346%	+$15.1K	0.01%	302
2025 Q4	$3.37K	Hold	13	–	–	﹤0.01%	482
2025 Q3	$2.68K	Hold	13	–	–	﹤0.01%	1362
2025 Q2	$2.39K	Hold	13	–	–	﹤0.01%	443
2025 Q1	$1.89K	Hold	13	–	–	﹤0.01%	1186
2024 Q4	$2.11K	Buy	+13	New	+$2.36K	﹤0.01%	444

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

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

Vermillion Wealth Management reduced its Applied Materials (AMAT) stake by 78% in Q2 2026, selling an estimated $20.8K and leaving 13 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Vermillion Wealth Management first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.9K in Q1 2026. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Vermillion Wealth Management held 13 shares of Applied Materials worth $9.5K as of Q2 2026.
Vermillion Wealth Management sold 45 Applied Materials shares in Q2 2026, an estimated $20.8K.
Applied Materials made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1228 holding.
Vermillion Wealth Management first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's Applied Materials position peaked at $19.9K in Q1 2026.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.