Cascade Financial Partners’s Applied Materials AMAT Stock Holding History

Cascade Financial Partners’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 Q1	$410K	Hold	1,199	–	–	0.04%	182
2025 Q4	$308K	Hold	1,199	–	–	0.03%	203
2025 Q3	$245K	Hold	1,199	–	–	0.03%	231
2025 Q2	$220K	Buy	+1,199	New	+$190K	0.03%	241
2025 Q1	–	Sell	-2,101	Closed	-$342K	–	242
2024 Q4	$342K	Hold	2,101	–	–	0.04%	176
2024 Q3	$384K	Hold	2,101	–	–	0.05%	164
2024 Q2	$496K	Hold	2,101	–	–	0.07%	139
2024 Q1	$437K	Buy	+2,101	New	+$385K	0.06%	142

Other funds holding AMAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cascade Financial Partners's AMAT Position: Q1 2026 in Review

Cascade Financial Partners held its Applied Materials (AMAT) position steady in Q1 2026 at 1,199 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #182.

Cascade Financial Partners first reported a position in AMAT in Q1 2024 and has held it in 8 quarters since. The position peaked at $496K in Q2 2024. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Cascade Financial Partners held 1,199 shares of Applied Materials worth $410K as of Q1 2026.
Cascade Financial Partners left its Applied Materials share count unchanged in Q1 2026.
Applied Materials made up 0.04% of Cascade Financial Partners's portfolio in Q1 2026, its #182 holding.
Cascade Financial Partners first reported a position in Applied Materials in Q1 2024 and has held it in 8 quarters since.
Cascade Financial Partners's Applied Materials position peaked at $496K in Q2 2024.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.