CWA
AMAT icon

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
Q3 		– Sell
-606
Closed -$438K – 53
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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

CogentBlue Wealth Advisors's AMAT Position: Q3 2026 in Review

CogentBlue Wealth Advisors sold out of Applied Materials (AMAT) in Q3 2026, closing a stake of 606 shares — an estimated $438K sold.

CogentBlue Wealth Advisors first reported a position in AMAT in Q1 2026 and held it in 2 quarters. The position peaked at $438K in Q2 2026. 160 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • CogentBlue Wealth Advisors reported no remaining Applied Materials position as of Q3 2026 after selling out during the quarter.
  • CogentBlue Wealth Advisors sold 606 Applied Materials shares in Q3 2026, an estimated $438K.
  • CogentBlue Wealth Advisors first reported a position in Applied Materials in Q1 2026 and held it in 2 quarters.
  • CogentBlue Wealth Advisors's Applied Materials position peaked at $438K in Q2 2026.
  • 160 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.