Cascade Financial Partners’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$632K Sell
874
-325
-27% -$150K 0.05% 162
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

Cascade Financial Partners's AMAT Position: Q2 2026 in Review

Cascade Financial Partners reduced its Applied Materials (AMAT) stake by 27% in Q2 2026, selling an estimated $150K and leaving 874 shares worth $632K. The position accounts for 0.05% of the portfolio, ranked #162.

Cascade Financial Partners first reported a position in AMAT in Q1 2024 and has held it in 9 quarters since. 3,511 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Cascade Financial Partners held 874 shares of Applied Materials worth $632K as of Q2 2026.
  • Cascade Financial Partners sold 325 Applied Materials shares in Q2 2026, an estimated $150K.
  • Applied Materials made up 0.05% of Cascade Financial Partners's portfolio in Q2 2026, its #162 holding.
  • Cascade Financial Partners first reported a position in Applied Materials in Q1 2024 and has held it in 9 quarters since.
  • 3,511 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.