Boltwood Capital Management’s Applied Materials AMAT Stock Holding History

Boltwood Capital Management’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	$253K	Buy	+350	New	+$161K	0.06%	177

Other funds holding AMAT

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Boltwood Capital Management's AMAT Position: Q2 2026 in Review

Boltwood Capital Management opened a new position in Applied Materials (AMAT) in Q2 2026: 350 shares worth $253K. The stake represents 0.06% of the portfolio and ranks #177 among its holdings.

692 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Boltwood Capital Management held 350 shares of Applied Materials worth $253K as of Q2 2026.
Applied Materials was a new Boltwood Capital Management position in Q2 2026.
Applied Materials made up 0.06% of Boltwood Capital Management's portfolio in Q2 2026, its #177 holding.
692 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.