Blue Fin Capital’s Applied Materials AMAT Stock Holding History

Blue Fin Capital’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	$655K	Hold	906	–	–	0.09%	94
2026 Q1	$310K	Hold	906	–	–	0.05%	130
2025 Q4	$233K	Buy	+906	New	+$217K	0.04%	146
2024 Q3	–	Sell	-906	Closed	-$214K	–	141
2024 Q2	$214K	Buy	+906	New	+$194K	0.04%	142

Other funds holding AMAT

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Blue Fin Capital's AMAT Position: Q2 2026 in Review

Blue Fin Capital held its Applied Materials (AMAT) position steady in Q2 2026 at 906 shares worth $655K. The position accounts for 0.09% of the portfolio, ranked #94.

Blue Fin Capital first reported a position in AMAT in Q2 2024 and has held it in 4 quarters since. 1,838 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Blue Fin Capital held 906 shares of Applied Materials worth $655K as of Q2 2026.
Blue Fin Capital left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.09% of Blue Fin Capital's portfolio in Q2 2026, its #94 holding.
Blue Fin Capital first reported a position in Applied Materials in Q2 2024 and has held it in 4 quarters since.
1,838 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.