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Border to Coast Pensions Partnership’s Applied Materials AMAT Stock Holding History

Border to Coast Pensions Partnership’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 		$130M Buy
254,298
+48,921
+24% +$24.8M 1.79% 13
2026
Q2 		$148M Hold
205,377
– – 2.19% 10
2026
Q1 		$70.4M Buy
+205,377
New +$69.1M 1.19% 23

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ACM
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AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Border to Coast Pensions Partnership's AMAT Position: Q3 2026 in Review

Border to Coast Pensions Partnership increased its Applied Materials (AMAT) stake by 24% in Q3 2026, buying an estimated $24.8M and bringing the position to 254,298 shares worth $130M. The position accounts for 1.79% of the portfolio, ranked #13.

Border to Coast Pensions Partnership first reported a position in AMAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $148M in Q2 2026. 160 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Border to Coast Pensions Partnership held 254,298 shares of Applied Materials worth $130M as of Q3 2026.
  • Border to Coast Pensions Partnership bought 48,921 Applied Materials shares in Q3 2026, an estimated $24.8M.
  • Applied Materials made up 1.79% of Border to Coast Pensions Partnership's portfolio in Q3 2026, its #13 holding.
  • Border to Coast Pensions Partnership first reported a position in Applied Materials in Q1 2026 and has held it in 3 quarters since.
  • Border to Coast Pensions Partnership's Applied Materials position peaked at $148M in Q2 2026.
  • 160 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Border to Coast Pensions Partnership's 13F filing for Q3 2026, filed 9 Oct 2026.