Westbourne Investment Advisors’s Applied Materials AMAT Stock Holding History

Westbourne Investment 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	$2.14M	Sell	2,955 -10	-0.3%	-$4.61K	0.59%	34
2026 Q1	$1.01M	Hold	2,965	–	–	0.3%	52
2025 Q4	$762K	Hold	2,965	–	–	0.21%	63
2025 Q3	$607K	Hold	2,965	–	–	0.17%	73
2025 Q2	$543K	Hold	2,965	–	–	0.16%	77
2025 Q1	$430K	Hold	2,965	–	–	0.15%	64
2024 Q4	$482K	Hold	2,965	–	–	0.16%	64
2024 Q3	$599K	Hold	2,965	–	–	0.21%	62
2024 Q2	$700K	Sell	2,965 -50	-2%	-$10.7K	0.25%	58
2024 Q1	$622K	Hold	3,015	–	–	0.23%	59
2023 Q4	$489K	Hold	3,015	–	–	0.2%	67
2023 Q3	$417K	Sell	3,015 -55	-2%	-$7.89K	0.19%	68
2023 Q2	$444K	Sell	3,070 -45	-1%	-$5.63K	0.2%	69
2023 Q1	$383K	Hold	3,115	–	–	0.19%	74
2022 Q4	$303K	Buy	3,115 +25	+0.8%	+$2.4K	0.15%	76
2022 Q3	$253K	Buy	+3,090	New	+$298K	0.13%	81
2022 Q2	–	Sell	-3,075	Closed	-$405K	–	81
2022 Q1	$405K	Hold	3,075	–	–	0.17%	73
2021 Q4	$484K	Buy	+3,075	New	+$445K	0.19%	69
2021 Q1	–	Sell	-5,350	Closed	-$462K	–	84
2020 Q4	$462K	Hold	5,350	–	–	0.27%	55
2020 Q3	$318K	Hold	5,350	–	–	0.36%	38
2020 Q2	$323K	Hold	5,350	–	–	0.4%	36
2020 Q1	$245K	Sell	5,350 -200	-4%	-$11.5K	0.23%	70
2019 Q4	$339K	Sell	5,550 -100	-2%	-$5.62K	0.23%	78
2019 Q3	$282K	Sell	5,650 -600	-10%	-$29K	0.21%	81
2019 Q2	$281K	Sell	6,250 -200	-3%	-$8.42K	0.23%	76
2019 Q1	$256K	Sell	6,450 -200	-3%	-$7.59K	0.2%	85
2018 Q4	$218K	Sell	6,650 -100	-1%	-$3.43K	0.19%	87
2018 Q3	$261K	Hold	6,750	–	–	0.19%	86
2018 Q2	$312K	Sell	6,750 -200	-3%	-$10.3K	0.27%	76
2018 Q1	$386K	Hold	6,950	–	–	0.31%	78
2017 Q4	$355K	Hold	6,950	–	–	0.27%	85
2017 Q3	$362K	Hold	6,950	–	–	0.28%	76
2017 Q2	$287K	Hold	6,950	–	–	0.23%	87
2017 Q1	$270K	Sell	6,950 -200	-3%	-$7.18K	0.22%	92
2016 Q4	$231K	Sell	7,150 -100	-1%	-$3.04K	0.2%	90
2016 Q3	$219K	Hold	7,250	–	–	0.19%	93
2016 Q2	$174K	Buy	+7,250	New	+$160K	0.16%	108

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

Westbourne Investment Advisors's AMAT Position: Q2 2026 in Review

Westbourne Investment Advisors reduced its Applied Materials (AMAT) stake by 0.34% in Q2 2026, selling an estimated $4.61K and leaving 2,955 shares worth $2.14M. The position accounts for 0.59% of the portfolio, ranked #34.

Westbourne Investment Advisors first reported a position in AMAT in Q2 2016 and has held it in 37 quarters since. 1,233 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Westbourne Investment Advisors held 2,955 shares of Applied Materials worth $2.14M as of Q2 2026.
Westbourne Investment Advisors sold 10 Applied Materials shares in Q2 2026, an estimated $4.61K.
Applied Materials made up 0.59% of Westbourne Investment Advisors's portfolio in Q2 2026, its #34 holding.
Westbourne Investment Advisors first reported a position in Applied Materials in Q2 2016 and has held it in 37 quarters since.
1,233 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.