Winebrenner Capital Management’s Applied Materials AMAT Stock Holding History

Winebrenner Capital 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	$600K	Sell	830 -10	-1%	-$4.61K	0.37%	82
2026 Q1	$287K	Buy	840 +10	+1%	+$3.36K	0.18%	113
2025 Q4	$213K	Buy	+830	New	+$199K	0.14%	129
2025 Q1	–	Sell	-1,660	Closed	-$270K	–	123
2024 Q4	$270K	Buy	+1,660	New	+$301K	0.21%	104

Other funds holding AMAT

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Winebrenner Capital Management's AMAT Position: Q2 2026 in Review

Winebrenner Capital Management reduced its Applied Materials (AMAT) stake by 1.2% in Q2 2026, selling an estimated $4.61K and leaving 830 shares worth $600K. The position accounts for 0.37% of the portfolio, ranked #82.

Winebrenner Capital Management first reported a position in AMAT in Q4 2024 and has held it in 4 quarters since. 605 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Winebrenner Capital Management held 830 shares of Applied Materials worth $600K as of Q2 2026.
Winebrenner Capital Management sold 10 Applied Materials shares in Q2 2026, an estimated $4.61K.
Applied Materials made up 0.37% of Winebrenner Capital Management's portfolio in Q2 2026, its #82 holding.
Winebrenner Capital Management first reported a position in Applied Materials in Q4 2024 and has held it in 4 quarters since.
605 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.