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Cohen Capital Management, Inc. → AMAT

Cohen Capital Management, Inc. AMAT Position History

Applied Materials, Inc. • Technology

Quarters held
5
Latest value
$49.1M
Q3 2026
Peak value
$80.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$29.7M
Q4 2025$37.1M
Q1 2026$38.3M
Q2 2026$80.7M
Q3 2026$49.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$49.1M95.9K——
Q2 2026$80.7M111.6K——
Q1 2026$38.3M112.0K——
Q4 2025$37.1M144.4K——
Q3 2025$29.7M145.3K——

Other funds holding AMAT

Other Cohen Capital Management, Inc. positions

TMO

THERMO FISHER SCIENTIFIC INC COM

$38.7M
MSFT

MICROSOFT CORP COM

$38.2M
MSFT

MICROSOFT CORP COM

$37.2M
MSFT

MICROSOFT CORP COM

$34.8M
TMO

THERMO FISHER SCIENTIFIC INC COM

$34M
SYK

STRYKER CORPORATION COM

$30.5M
SYK

STRYKER CORPORATION COM

$29M
TMO

THERMO FISHER SCIENTIFIC INC COM

$28.9M