CogentBlue Wealth Advisors’s Applied Materials AMAT Stock Holding History

CogentBlue Wealth 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	$438K	Buy	606 +3	+0.5%	+$1.38K	0.25%	59
2026 Q1	$206K	Buy	+603	New	+$203K	0.14%	70

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CogentBlue Wealth Advisors's AMAT Position: Q2 2026 in Review

CogentBlue Wealth Advisors increased its Applied Materials (AMAT) stake by 0.5% in Q2 2026, buying an estimated $1.38K and bringing the position to 606 shares worth $438K. The position accounts for 0.25% of the portfolio, ranked #59.

CogentBlue Wealth Advisors first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 797 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

CogentBlue Wealth Advisors held 606 shares of Applied Materials worth $438K as of Q2 2026.
CogentBlue Wealth Advisors bought 3 Applied Materials shares in Q2 2026, an estimated $1.38K.
Applied Materials made up 0.25% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #59 holding.
CogentBlue Wealth Advisors first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
797 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.