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Cascade Investment Advisors’s Applied Materials AMAT Stock Holding History

Cascade Investment 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 		$5.92M Sell
8,192
-2,780
-25% -$1.28M 3.23% 1
2026
Q1 		$3.75M Sell
10,972
-3,240
-23% -$1.09M 2.22% 4
2025
Q4 		$3.65M Sell
14,212
-390
-3% -$93.5K 2.15% 6
2025
Q3 		$2.99M Buy
14,602
+370
+3% +$67.1K 1.81% 10
2025
Q2 		$2.61M Buy
14,232
+405
+3% +$64.2K 1.67% 12
2025
Q1 		$2.01M Buy
13,827
+55
+0.4% +$9.25K 1.36% 19
2024
Q4 		$2.24M Buy
13,772
+125
+0.9% +$22.7K 1.44% 15
2024
Q3 		$2.76M Sell
13,647
-10
-0.1% -$2.05K 1.75% 6
2024
Q2 		$3.22M Sell
13,657
-3,096
-18% -$665K 2.17% 5
2024
Q1 		$3.45M Sell
16,753
-320
-2% -$58.7K 2.25% 3
2023
Q4 		$2.77M Buy
17,073
+180
+1% +$26.4K 1.97% 4
2023
Q3 		$2.34M Sell
16,893
-503
-3% -$72.1K 1.85% 4
2023
Q2 		$2.51M Buy
17,396
+159
+0.9% +$19.9K 1.88% 3
2023
Q1 		$2.12M Sell
17,237
-565
-3% -$64.9K 1.68% 5
2022
Q4 		$1.73M Sell
17,802
-75
-0.4% -$7.2K 1.44% 10
2022
Q3 		$1.58M Buy
17,877
+637
+4% +$61.4K 1.36% 16
2022
Q2 		$1.57M Sell
17,240
-83
-0.5% -$9.1K 1.23% 16
2022
Q1 		$2.28M Sell
17,323
-217
-1% -$29.9K 1.39% 6
2021
Q4 		$2.76M Sell
17,540
-110
-0.6% -$15.9K 1.62% 3
2021
Q3 		$2.27M Sell
17,650
-200
-1% -$27.2K 1.48% 5
2021
Q2 		$2.54M Sell
17,850
-150
-0.8% -$20.1K 1.6% 4
2021
Q1 		$2.4M Sell
18,000
-6,535
-27% -$721K 1.56% 4
2020
Q4 		$2.12M Sell
24,535
-175
-0.7% -$12.9K 1.55% 4
2020
Q3 		$1.47M Buy
24,710
+50
+0.2% +$3.09K 1.25% 20
2020
Q2 		$1.49M Sell
24,660
-295
-1% -$15.9K 1.41% 12
2020
Q1 		$1.14M Sell
24,955
-335
-1% -$19.2K 1.26% 19
2019
Q4 		$1.54M Sell
25,290
-900
-3% -$50.6K 1.18% 20
2019
Q3 		$1.31M Buy
26,190
+1,070
+4% +$51.6K 1.01% 37
2019
Q2 		$1.13M Buy
25,120
+450
+2% +$18.9K 0.96% 48
2019
Q1 		$978K Buy
+24,670
New +$937K 0.88% 58

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Cascade Investment Advisors's AMAT Position: Q2 2026 in Review

Cascade Investment Advisors reduced its Applied Materials (AMAT) stake by 25% in Q2 2026, selling an estimated $1.28M and leaving 8,192 shares worth $5.92M. The position accounts for 3.23% of the portfolio, ranked #1.

Cascade Investment Advisors first reported a position in AMAT in Q1 2019 and has held it in 30 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Cascade Investment Advisors held 8,192 shares of Applied Materials worth $5.92M as of Q2 2026.
  • Cascade Investment Advisors sold 2,780 Applied Materials shares in Q2 2026, an estimated $1.28M.
  • Applied Materials made up 3.23% of Cascade Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Cascade Investment Advisors first reported a position in Applied Materials in Q1 2019 and has held it in 30 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.