Waverton Investment Management’s Applied Materials AMAT Stock Holding History

Waverton Investment 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
2025 Q4	–	Sell	-1,000	Closed	-$205K	–	5
2025 Q3	$205K	Buy	+1,000	New	+$181K	﹤0.01%	101
2024 Q4	–	Sell	-1,000	Closed	-$202K	–	102
2024 Q3	$202K	Hold	1,000	–	–	﹤0.01%	98
2024 Q2	$236K	Hold	1,000	–	–	﹤0.01%	92
2024 Q1	$206K	Buy	+1,000	New	+$183K	﹤0.01%	93
2023 Q2	–	Sell	-83,298	Closed	-$10.2M	–	74
2023 Q1	$10.2M	Sell	83,298 -46,917	-36%	-$5.39M	0.32%	50
2022 Q4	$12.7M	Buy	130,215 +81,615	+168%	+$7.83M	0.47%	42
2022 Q3	$3.98M	Buy	+48,600	New	+$4.69M	0.16%	60
2018 Q3	–	Sell	-23,430	Closed	-$1.08M	–	74
2018 Q2	$1.08M	Hold	23,430	–	–	0.06%	50
2018 Q1	$1.3M	Buy	+23,430	New	+$1.3M	0.08%	45

Other funds holding AMAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Waverton Investment Management's AMAT Position: Q4 2025 in Review

Waverton Investment Management sold out of Applied Materials (AMAT) in Q4 2025, closing a stake of 1,000 shares — an estimated $205K sold.

Waverton Investment Management first reported a position in AMAT in Q1 2018 and held it in 9 quarters. The position peaked at $12.7M in Q4 2022. 2,629 funds tracked by Wall St. Rank hold AMAT as of Q4 2025.

Waverton Investment Management reported no remaining Applied Materials position as of Q4 2025 after selling out during the quarter.
Waverton Investment Management sold 1,000 Applied Materials shares in Q4 2025, an estimated $205K.
Waverton Investment Management first reported a position in Applied Materials in Q1 2018 and held it in 9 quarters.
Waverton Investment Management's Applied Materials position peaked at $12.7M in Q4 2022.
2,629 funds tracked by Wall St. Rank held Applied Materials as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.