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Cache Advisors’s Applied Materials AMAT Stock Holding History

Cache Advisors’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 		$12.9M Buy
17,867
+4,250
+31% +$1.96M 1.1% 19
2026
Q1 		$4.65M Buy
+13,617
New +$4.58M 0.54% 17

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cache Advisors's AMAT Position: Q2 2026 in Review

Cache Advisors increased its Applied Materials (AMAT) stake by 31% in Q2 2026, buying an estimated $1.96M and bringing the position to 17,867 shares worth $12.9M. The position accounts for 1.1% of the portfolio, ranked #19.

Cache Advisors first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 848 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Cache Advisors held 17,867 shares of Applied Materials worth $12.9M as of Q2 2026.
  • Cache Advisors bought 4,250 Applied Materials shares in Q2 2026, an estimated $1.96M.
  • Applied Materials made up 1.1% of Cache Advisors's portfolio in Q2 2026, its #19 holding.
  • Cache Advisors first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
  • 848 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.