My Personal CFO LLC
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My Personal CFO LLC’s Applied Materials AMAT Stock Holding History

My Personal CFO LLC’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 		$2.43M Buy
4,752
+11
+0.2% +$5.58K 0.87% 30
2026
Q2 		$3.43M Sell
4,741
-100
-2% -$46.1K 1.34% 15
2026
Q1 		$1.65M Sell
4,841
-1,000
-17% -$336K 0.72% 35
2025
Q4 		$1.5M Buy
+5,841
New +$1.4M 0.63% 37
2025
Q3 		– Sell
-7,028
Closed -$1.29M – 96
2025
Q2 		$1.29M Sell
7,028
-3
-0% -$475 0.58% 38
2025
Q1 		$1.02M Sell
7,031
-28
-0.4% -$4.71K 0.51% 38
2024
Q4 		$1.15M Hold
7,059
– – 0.59% 37
2024
Q3 		$1.43M Sell
7,059
-39
-0.5% -$8K 0.78% 35
2024
Q2 		$1.68M Sell
7,098
-43
-0.6% -$9.23K 0.89% 31
2024
Q1 		$1.47M Buy
7,141
+3
+0% +$550 0.85% 35
2023
Q4 		$1.16M Buy
7,138
+45
+0.6% +$6.61K 0.75% 36
2023
Q3 		$982K Sell
7,093
-3
-0% -$430 0.79% 34
2023
Q2 		$1.03M Sell
7,096
-43
-0.6% -$5.38K 0.81% 33
2023
Q1 		$877K Buy
7,139
+7,132
+101,886% +$819K 0.75% 35
2022
Q4 		$695K Hold
7
– – 0.64% 32
2022
Q3 		$552K Sell
7
-7,160
-100% -$690K 0.84% 30
2022
Q2 		$652K Buy
7,167
+106
+2% +$11.6K 0.84% 29
2022
Q1 		$931K Sell
7,061
-105
-1% -$14.5K 0.96% 26
2021
Q4 		$1.13M Buy
+7,166
New +$1.04M 0.98% 25

Other funds holding AMAT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

My Personal CFO LLC's AMAT Position: Q3 2026 in Review

My Personal CFO LLC increased its Applied Materials (AMAT) stake by 0.23% in Q3 2026, buying an estimated $5.58K and bringing the position to 4,752 shares worth $2.43M. The position accounts for 0.87% of the portfolio, ranked #30.

My Personal CFO LLC first reported a position in AMAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.43M in Q2 2026. 994 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • My Personal CFO LLC held 4,752 shares of Applied Materials worth $2.43M as of Q3 2026.
  • My Personal CFO LLC bought 11 Applied Materials shares in Q3 2026, an estimated $5.58K.
  • Applied Materials made up 0.87% of My Personal CFO LLC's portfolio in Q3 2026, its #30 holding.
  • My Personal CFO LLC first reported a position in Applied Materials in Q4 2021 and has held it in 19 quarters since.
  • My Personal CFO LLC's Applied Materials position peaked at $3.43M in Q2 2026.
  • 994 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.