BCK Partners’s Applied Materials AMAT Stock Holding History

BCK Partners’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	$506K	Sell	700 -102	-13%	-$47.1K	0.24%	16
2026 Q1	$274K	Sell	802 -368	-31%	-$124K	0.15%	23
2025 Q4	$301K	Hold	1,170	–	–	0.16%	23
2025 Q3	$240K	Sell	1,170 -45	-4%	-$8.16K	0.13%	24
2025 Q2	$222K	Sell	1,215 -530	-30%	-$84K	0.13%	24
2025 Q1	$253K	Hold	1,745	–	–	0.16%	22
2024 Q4	$284K	Sell	1,745 -50	-3%	-$9.06K	0.17%	23
2024 Q3	$363K	Hold	1,795	–	–	0.17%	23
2024 Q2	$424K	Buy	1,795 +7	+0.4%	+$1.5K	0.22%	21
2024 Q1	$369K	Hold	1,788	–	–	0.2%	22
2023 Q4	$290K	Hold	1,788	–	–	0.16%	26
2023 Q3	$248K	Buy	+1,788	New	+$256K	0.15%	26
2023 Q2	–	Sell	-1,938	Closed	-$238K	–	26
2023 Q1	$238K	Buy	+1,938	New	+$223K	0.15%	27
2022 Q2	–	Sell	-1,900	Closed	-$250K	–	25
2022 Q1	$250K	Hold	1,900	–	–	0.15%	25
2021 Q4	$299K	Hold	1,900	–	–	0.18%	22
2021 Q3	$245K	Hold	1,900	–	–	0.16%	23
2021 Q2	$271K	Hold	1,900	–	–	0.18%	23
2021 Q1	$257K	Buy	+1,900	New	+$210K	0.18%	23

Other funds holding AMAT

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

BCK Partners's AMAT Position: Q2 2026 in Review

BCK Partners reduced its Applied Materials (AMAT) stake by 13% in Q2 2026, selling an estimated $47.1K and leaving 700 shares worth $506K. The position accounts for 0.24% of the portfolio, ranked #16.

BCK Partners first reported a position in AMAT in Q1 2021 and has held it in 18 quarters since. 1,645 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

BCK Partners held 700 shares of Applied Materials worth $506K as of Q2 2026.
BCK Partners sold 102 Applied Materials shares in Q2 2026, an estimated $47.1K.
Applied Materials made up 0.24% of BCK Partners's portfolio in Q2 2026, its #16 holding.
BCK Partners first reported a position in Applied Materials in Q1 2021 and has held it in 18 quarters since.
1,645 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on BCK Partners's 13F filing for Q2 2026, filed 20 Jul 2026.