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Strategic Blueprint’s Applied Materials AMAT Stock Holding History

Strategic Blueprint’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 		$2.54M Buy
3,508
+1,769
+102% +$816K 0.13% 170
2026
Q1 		$594K Buy
1,739
+181
+12% +$60.9K 0.03% 381
2025
Q4 		$400K Sell
1,558
-2
-0.1% -$479 0.02% 456
2025
Q3 		$319K Sell
1,560
-362
-19% -$65.7K 0.01% 591
2025
Q2 		$352K Sell
1,922
-303
-14% -$48K 0.02% 524
2025
Q1 		$323K Sell
2,225
-405
-15% -$68.1K 0.02% 519
2024
Q4 		$428K Buy
2,630
+317
+14% +$57.5K 0.03% 445
2024
Q3 		$467K Sell
2,313
-533
-19% -$109K 0.03% 412
2024
Q2 		$672K Sell
2,846
-18
-0.6% -$3.86K 0.05% 315
2024
Q1 		$591K Buy
2,864
+264
+10% +$48.4K 0.04% 348
2023
Q4 		$421K Sell
2,600
-475
-15% -$69.8K 0.03% 378
2023
Q3 		$426K Buy
3,075
+1,424
+86% +$204K 0.04% 352
2023
Q2 		$239K Buy
+1,651
New +$207K 0.02% 476
2022
Q1 		– Sell
-1,508
Closed -$237K – 501
2021
Q4 		$237K Sell
1,508
-511
-25% -$74K 0.03% 428
2021
Q3 		$260K Sell
2,019
-892
-31% -$121K 0.04% 356
2021
Q2 		$415K Buy
+2,911
New +$391K 0.07% 256
2019
Q4 		– Sell
-39
Closed -$2K – 107
2019
Q3 		$2K Buy
+39
New +$1.88K ﹤0.01% 386

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
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

Strategic Blueprint's AMAT Position: Q2 2026 in Review

Strategic Blueprint increased its Applied Materials (AMAT) stake by 102% in Q2 2026, buying an estimated $816K and bringing the position to 3,508 shares worth $2.54M. The position accounts for 0.13% of the portfolio, ranked #170.

Strategic Blueprint first reported a position in AMAT in Q3 2019 and has held it in 17 quarters since. 1,234 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Strategic Blueprint held 3,508 shares of Applied Materials worth $2.54M as of Q2 2026.
  • Strategic Blueprint bought 1,769 Applied Materials shares in Q2 2026, an estimated $816K.
  • Applied Materials made up 0.13% of Strategic Blueprint's portfolio in Q2 2026, its #170 holding.
  • Strategic Blueprint first reported a position in Applied Materials in Q3 2019 and has held it in 17 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.