Wellspring Financial Advisors’s Applied Materials AMAT Stock Holding History

Wellspring Financial Advisors’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	$3.25M	Sell	4,508 -446	-9%	-$206K	0.21%	46
2026 Q1	$1.69M	Sell	4,954 -852	-15%	-$287K	0.13%	65
2025 Q4	$1.49M	Buy	5,806 +4,541	+359%	+$1.09M	0.12%	62
2025 Q3	$259K	Sell	1,265 -596	-32%	-$108K	0.02%	133
2025 Q2	$341K	Buy	1,861 +215	+13%	+$34.1K	0.03%	104
2025 Q1	$239K	Sell	1,646 -91	-5%	-$15.3K	0.03%	115
2024 Q4	$282K	Buy	1,737 +557	+47%	+$101K	0.03%	102
2024 Q3	$239K	Sell	1,180 -8	-0.7%	-$1.64K	0.03%	137
2024 Q2	$280K	Buy	1,188 +28	+2%	+$6.01K	0.04%	111
2024 Q1	$239K	Buy	+1,160	New	+$213K	0.04%	109

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wellspring Financial Advisors's AMAT Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Applied Materials (AMAT) stake by 9% in Q2 2026, selling an estimated $206K and leaving 4,508 shares worth $3.25M. The position accounts for 0.21% of the portfolio, ranked #46.

Wellspring Financial Advisors first reported a position in AMAT in Q1 2024 and has held it in 10 quarters since. 1,137 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Wellspring Financial Advisors held 4,508 shares of Applied Materials worth $3.25M as of Q2 2026.
Wellspring Financial Advisors sold 446 Applied Materials shares in Q2 2026, an estimated $206K.
Applied Materials made up 0.21% of Wellspring Financial Advisors's portfolio in Q2 2026, its #46 holding.
Wellspring Financial Advisors first reported a position in Applied Materials in Q1 2024 and has held it in 10 quarters since.
1,137 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.