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 Q3	$463K	Hold	906	–	–	0.06%	116
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Blue Fin Capital's AMAT Position: Q3 2026 in Review

Blue Fin Capital held its Applied Materials (AMAT) position steady in Q3 2026 at 906 shares worth $463K. The position accounts for 0.06% of the portfolio, ranked #116.

Blue Fin Capital first reported a position in AMAT in Q2 2024 and has held it in 5 quarters since. The position peaked at $655K in Q2 2026. 1,943 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Blue Fin Capital held 906 shares of Applied Materials worth $463K as of Q3 2026.
Blue Fin Capital left its Applied Materials share count unchanged in Q3 2026.
Applied Materials made up 0.06% of Blue Fin Capital's portfolio in Q3 2026, its #116 holding.
Blue Fin Capital first reported a position in Applied Materials in Q2 2024 and has held it in 5 quarters since.
Blue Fin Capital's Applied Materials position peaked at $655K in Q2 2026.
1,943 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Blue Fin Capital's 13F filing for Q3 2026, filed 28 Oct 2026.