Banque Pictet & Cie’s Applied Materials AMAT Stock Holding History

Banque Pictet & Cie’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	$36.4M	Sell	50,506 -2,907	-5%	-$1.34M	0.23%	46
2026 Q1	$18.2M	Sell	53,413 -5,815	-10%	-$1.96M	0.13%	66
2025 Q4	$15.2M	Buy	59,228 +1,342	+2%	+$322K	0.09%	79
2025 Q3	$11.8M	Sell	57,886 -20	-0%	-$3.63K	0.07%	95
2025 Q2	$10.6M	Sell	57,906 -2,333	-4%	-$370K	0.07%	101
2025 Q1	$8.71M	Buy	60,239 +1,041	+2%	+$175K	0.07%	111
2024 Q4	$9.58M	Buy	59,198 +4,599	+8%	+$833K	0.06%	107
2024 Q3	$11M	Buy	54,599 +1,379	+3%	+$283K	0.08%	89
2024 Q2	$12.5M	Buy	53,220 +4,859	+10%	+$1.04M	0.11%	77
2024 Q1	$9.93M	Sell	48,361 -5,388	-10%	-$988K	0.09%	91
2023 Q4	$8.71M	Sell	53,749 -8,018	-13%	-$1.18M	0.07%	103
2023 Q3	$8.55M	Sell	61,767 -4,333	-7%	-$621K	0.1%	95
2023 Q2	$9.55M	Buy	66,100 +5,617	+9%	+$703K	0.08%	114
2023 Q1	$7.43M	Sell	60,483 -2,560	-4%	-$294K	0.07%	125
2022 Q4	$6.14M	Sell	63,043 -3,014	-5%	-$289K	0.06%	157
2022 Q3	$5.41M	Buy	66,057 +8,657	+15%	+$835K	0.06%	172
2022 Q2	$5.22K	Sell	57,400 -1,083	-2%	-$119K	0.05%	172
2022 Q1	$7.71M	Buy	58,483 +3,789	+7%	+$522K	0.06%	154
2021 Q4	$8.61M	Buy	54,694 +9,546	+21%	+$1.38M	0.06%	148
2021 Q3	$5.81M	Sell	45,148 -26	-0.1%	-$3.53K	0.06%	137
2021 Q2	$6.43M	Sell	45,174 -26,265	-37%	-$3.52M	0.07%	127
2021 Q1	$9.54M	Sell	71,439 -2,630	-4%	-$290K	0.12%	94
2020 Q4	$6.39M	Sell	74,069 -4,462	-6%	-$330K	0.09%	122
2020 Q3	$4.67M	Sell	78,531 -958	-1%	-$59.2K	0.07%	137
2020 Q2	$4.8M	Sell	79,489 -17,145	-18%	-$925K	0.08%	136
2020 Q1	$4.43M	Sell	96,634 -26,624	-22%	-$1.53M	0.09%	129
2019 Q4	$7.52M	Sell	123,258 -20,289	-14%	-$1.14M	0.13%	102
2019 Q3	$7.16M	Sell	143,547 -11,620	-7%	-$561K	0.14%	97
2019 Q2	$6.97M	Sell	155,167 -3,854	-2%	-$162K	0.13%	105
2019 Q1	$6.31M	Sell	159,021 -23,689	-13%	-$900K	0.12%	117
2018 Q4	$5.98M	Sell	182,710 -4,130	-2%	-$142K	0.12%	119
2018 Q3	$7.22M	Buy	186,840 +45,010	+32%	+$1.99M	0.13%	119
2018 Q2	$6.55M	Buy	141,830 +700	+0.5%	+$36.1K	0.13%	127
2018 Q1	$7.85M	Buy	141,130 +2,270	+2%	+$126K	0.17%	106
2017 Q4	$7.1M	Buy	138,860 +132,860	+2,214%	+$7.2M	0.14%	115
2017 Q3	$313K	Sell	6,000 -6,000	-50%	-$271K	0.01%	323
2017 Q2	$496K	Buy	+12,000	New	+$510K	0.01%	302
2014 Q4	–	Sell	-17,450	Closed	-$377K	–	473
2014 Q3	$377K	Hold	17,450	–	–	0.01%	335
2014 Q2	$393K	Buy	+17,450	New	+$356K	0.01%	306

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Banque Pictet & Cie's AMAT Position: Q2 2026 in Review

Banque Pictet & Cie reduced its Applied Materials (AMAT) stake by 5.4% in Q2 2026, selling an estimated $1.34M and leaving 50,506 shares worth $36.4M. The position accounts for 0.23% of the portfolio, ranked #46.

Banque Pictet & Cie first reported a position in AMAT in Q2 2014 and has held it in 39 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Banque Pictet & Cie held 50,506 shares of Applied Materials worth $36.4M as of Q2 2026.
Banque Pictet & Cie sold 2,907 Applied Materials shares in Q2 2026, an estimated $1.34M.
Applied Materials made up 0.23% of Banque Pictet & Cie's portfolio in Q2 2026, its #46 holding.
Banque Pictet & Cie first reported a position in Applied Materials in Q2 2014 and has held it in 39 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Banque Pictet & Cie's 13F filing for Q2 2026, filed 24 Jul 2026.