Artemis Wealth Advisors Increases Position in Microchip Technology Amid Q2 Activity

Major Purchases Observed by Artemis Wealth Advisors

This quarter, Artemis Wealth Advisors showed strong buying interest across several sectors. The firm significantly increased its position in MICROCHIP TECHNOLOGY INC (MCHP), adding over 717,000 shares which represents a substantial purchase given the stock's current portfolio allocation of 64.88%. Other notable buys included MICRON TECHNOLOGY INC (MU), adding 571,595 shares; BERKSHIRE HATHAWAY INC DEL (BRK-B), increasing its stake by 28,642 shares; SOLARIS ENERGY INFRAS INC (SOI) and RTX CORPORATION (RTX). Additionally, the firm purchased holdings in APPLIED MATERIALS INC (AMAT) and SEMTECH CORP (SMTC).

The significant increase in MICROCHIP TECHNOLOGY INC shares is particularly noteworthy. The investor added a considerable amount of stock this quarter (MCHP). This was also true for the PIMCO ETF TR (BOND), which saw an increase in holdings, and MICROSOFT CORP (MSFT) & BLOOM ENERGY CORP (MSFT). The purchase of APPLIED MATERIALS stock suggests interest in the Technology sector's materials sub-components.

Significant Sales and Exits by Artemis Wealth Advisors

Conversely, Artemis also demonstrated substantial selling activity during Q2 2026. The firm significantly reduced its position in INVESCO QQQ TR (QQQ), exiting nearly all shares (QQQ). Similarly, AMAZON COM INC (AMZN) saw a major reduction of over 60,000 shares. Other notable exits or reductions include INTEL CORP (INTC), where the investor sold almost all remaining shares; and ISHARES INC EMXC ETF (EMXC). The firm also decreased its stake in APPLE INC (AAPL).

Furthermore, Artemis exited positions in several other holdings. This includes the stock of BLOOM ENERGY CORP (BE) and INTEL CORP (INTC). The reduction in MICROSOFT shares was also significant, though not a complete exit.

Overall Portfolio Changes for Artemis Wealth Advisors

The changes observed by Artemis Wealth Advisors this quarter reflect both strategic additions and reductions. The Technology sector remains heavily weighted with the largest holding being MICROCHIP TECHNOLOGY INC. However, there appears to be a shift away from certain large-cap stocks like QQQ and AMZN.

The portfolio's Technology allocation is robust but also includes exposure to other sectors such as Industrials (RTX) and Financial Services (BRK-B). The firm has recently added holdings in specific companies like AMAT, while exiting positions in others. This indicates a dynamic approach to managing the portfolio.

For more detailed information on Artemis Wealth Advisors' investment activities or to explore their stock holdings, please visit Artemis Wealth Advisors.