Sequent Asset Management’s Applied Materials AMAT Stock Holding History

Sequent Asset Management’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	$865K	Hold	1,197	–	–	0.37%	37
2026 Q1	$409K	Hold	1,197	–	–	0.2%	61
2025 Q4	$308K	Hold	1,197	–	–	0.14%	76
2025 Q3	$245K	Buy	+1,197	New	+$217K	0.12%	82
2024 Q4	–	Sell	-1,195	Closed	-$241K	–	87
2024 Q3	$241K	Hold	1,195	–	–	0.12%	81
2024 Q2	$282K	Buy	1,195 +170	+17%	+$36.5K	0.14%	71
2024 Q1	$211K	Buy	+1,025	New	+$188K	0.11%	79

Other funds holding AMAT

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Sequent Asset Management's AMAT Position: Q2 2026 in Review

Sequent Asset Management held its Applied Materials (AMAT) position steady in Q2 2026 at 1,197 shares worth $865K. The position accounts for 0.37% of the portfolio, ranked #37.

Sequent Asset Management first reported a position in AMAT in Q1 2024 and has held it in 7 quarters since. 1,551 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Sequent Asset Management held 1,197 shares of Applied Materials worth $865K as of Q2 2026.
Sequent Asset Management left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.37% of Sequent Asset Management's portfolio in Q2 2026, its #37 holding.
Sequent Asset Management first reported a position in Applied Materials in Q1 2024 and has held it in 7 quarters since.
1,551 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Sequent Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.