Evelyn Partners Investment Management LLP

Position in AMAT — Applied Materials Inc /De

CIK 2065206 London, X0

Back to AMAT Full portfolio

Position in AMAT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$27,343

-$8,635 QoQ

Shares Held

-42.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

Evelyn Partners Investment Management LLP holds $527,930 across 4 Semiconductor Equipment & Materials names. AMAT ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	1,126	$240,581
2	Q	Qnity Electronics, Inc.	1,958	$225,914
3	TER	Teradyne, Inc	115	$34,092
4	AMAT	Applied Materials Inc /De This page	80	$27,343

All Filings in AMAT

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$27,343	80	-42.9%	Shares	Sole	2026-05-15
2025-12-31	$35,978	140	0.0%	Shares	Sole	2026-02-13
2025-09-30	$28,663	140	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.