Pictet North America Advisors’s Applied Materials AMAT Stock Holding History

Pictet North America 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	$2.96M	Sell	4,114 -154	-4%	-$71.1K	0.26%	65
2026 Q1	$1.45M	Buy	4,268 +108	+3%	+$36.3K	0.14%	81
2025 Q4	$1.06M	Hold	4,160	–	–	0.1%	91
2025 Q3	$849K	Hold	4,160	–	–	0.08%	94
2025 Q2	$759K	Buy	4,160 +108	+3%	+$17.1K	0.08%	94
2025 Q1	$586K	Buy	4,052 +19	+0.5%	+$3.19K	0.06%	103
2024 Q4	$653K	Hold	4,033	–	–	0.06%	108
2024 Q3	$812K	Buy	4,033 +47	+1%	+$9.64K	0.08%	99
2024 Q2	$937K	Buy	3,986 +27	+0.7%	+$5.8K	0.1%	94
2024 Q1	$813K	Buy	+3,959	New	+$726K	0.09%	100

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

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) Albany, New York $54.2B AUM 43.77% 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

Pictet North America Advisors's AMAT Position: Q2 2026 in Review

Pictet North America Advisors reduced its Applied Materials (AMAT) stake by 3.6% in Q2 2026, selling an estimated $71.1K and leaving 4,114 shares worth $2.96M. The position accounts for 0.26% of the portfolio, ranked #65.

Pictet North America Advisors first reported a position in AMAT in Q1 2024 and has held it in 10 quarters since. 1,233 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Pictet North America Advisors held 4,114 shares of Applied Materials worth $2.96M as of Q2 2026.
Pictet North America Advisors sold 154 Applied Materials shares in Q2 2026, an estimated $71.1K.
Applied Materials made up 0.26% of Pictet North America Advisors's portfolio in Q2 2026, its #65 holding.
Pictet North America Advisors first reported a position in Applied Materials in Q1 2024 and has held it in 10 quarters since.
1,233 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.