Blackhawk Capital Partners’s Applied Materials AMAT Stock Holding History

Blackhawk Capital 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	$307K	Buy	+424	New	+$196K	0.1%	127
2021 Q3	–	Sell	-14,992	Closed	-$2M	–	95
2021 Q2	$2M	Sell	14,992 -787	-5%	-$106K	1.36%	26
2021 Q1	$1.36M	Sell	15,779 -13,043	-45%	-$1.44M	1.03%	32
2020 Q4	$1.71M	Sell	28,822 -73	-0.3%	-$5.4K	1.47%	22
2020 Q3	$1.75M	Buy	28,895 +2,557	+10%	+$158K	1.58%	19
2020 Q2	$1.21M	Buy	+26,338	New	+$1.42M	1.44%	22

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

Blackhawk Capital Partners's AMAT Position: Q2 2026 in Review

Blackhawk Capital Partners opened a new position in Applied Materials (AMAT) in Q2 2026: 424 shares worth $307K. The stake represents 0.1% of the portfolio and ranks #127 among its holdings. This is a return to the name: Blackhawk Capital Partners previously reported a position in AMAT as recently as Q2 2021.

Blackhawk Capital Partners first reported a position in AMAT in Q2 2020 and has held it in 6 quarters since. The position peaked at $2M in Q2 2021. 1,645 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Blackhawk Capital Partners held 424 shares of Applied Materials worth $307K as of Q2 2026.
Applied Materials was a new Blackhawk Capital Partners position in Q2 2026.
Applied Materials made up 0.1% of Blackhawk Capital Partners's portfolio in Q2 2026, its #127 holding.
Blackhawk Capital Partners first reported a position in Applied Materials in Q2 2020 and has held it in 6 quarters since.
Blackhawk Capital Partners's Applied Materials position peaked at $2M in Q2 2021.
1,645 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

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