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AMJ Financial Wealth Management’s Coherent COHR Stock Holding History

AMJ Financial Wealth Management’s Portfolio COHR Stock Details COHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.01M Sell
12,623
-4,568
-27% -$1.05M 0.71% 41
2025
Q4 		$3.17M Buy
+17,191
New +$2.57M 0.75% 45

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

AMJ Financial Wealth Management's COHR Position: Q1 2026 in Review

AMJ Financial Wealth Management reduced its Coherent (COHR) stake by 27% in Q1 2026, selling an estimated $1.05M and leaving 12,623 shares worth $3.01M. The position accounts for 0.71% of the portfolio, ranked #41.

AMJ Financial Wealth Management first reported a position in COHR in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.17M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • AMJ Financial Wealth Management held 12,623 shares of Coherent worth $3.01M as of Q1 2026.
  • AMJ Financial Wealth Management sold 4,568 Coherent shares in Q1 2026, an estimated $1.05M.
  • Coherent made up 0.71% of AMJ Financial Wealth Management's portfolio in Q1 2026, its #41 holding.
  • AMJ Financial Wealth Management first reported a position in Coherent in Q4 2025 and has held it in 2 quarters since.
  • AMJ Financial Wealth Management's Coherent position peaked at $3.17M in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.