de First Manhattan Applied Materials AMAT Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 897 M | Vender |
1,240,454
-264,971
| -18% | -USD 122 M | 2.29% | 7 |
|
|
2026
Q1 | USD 515 M | Vender |
1,505,425
-380,034
| -20% | -USD 128 M | 1.43% | 13 |
|
|
2025
Q4 | USD 485 M | Vender |
1,885,459
-143,876
| -7% | -USD 34.5 M | 1.27% | 16 |
|
|
2025
Q3 | USD 415 M | Vender |
2,029,335
-779,120
| -28% | -USD 141 M | 1.1% | 18 |
|
|
2025
Q2 | USD 514 M | Vender |
2,808,455
-280,169
| -9% | -USD 44.4 M | 1.45% | 12 |
|
|
2025
Q1 | USD 448 M | Comprar |
3,088,624
+224,743
| +8% | +USD 37.8 M | 1.31% | 15 |
|
|
2024
Q4 | USD 467 M | Comprar |
2,863,881
+252,173
| +10% | +USD 45.7 M | 1.37% | 13 |
|
|
2024
Q3 | USD 528 M | Comprar |
2,611,708
+856,154
| +49% | +USD 176 M | 1.56% | 13 |
|
|
2024
Q2 | USD 414 M | Comprar |
1,755,554
+471,984
| +37% | +USD 101 M | 1.33% | 13 |
|
|
2024
Q1 | USD 265 M | Comprar |
1,283,570
+1,264,489
| +6,627% | +USD 232 M | 0.86% | 21 |
|
|
2023
Q4 | USD 3.1 M | Comprar |
19,081
+286
| +2% | +USD 42 k | 0.01% | 256 |
|
|
2023
Q3 | USD 2.6 M | Comprar |
18,795
+67
| +0.4% | +USD 9.6 k | 0.01% | 274 |
|
|
2023
Q2 | USD 2.71 M | Vender |
18,728
-443
| -2% | -USD 55.4 k | 0.01% | 268 |
|
|
2023
Q1 | USD 2.35 M | Vender |
19,171
-185
| -1% | -USD 21.2 k | 0.01% | 297 |
|
|
2022
Q4 | USD 1.88 M | Comprar |
19,356
+371
| +2% | +USD 35.6 k | 0.01% | 340 |
|
|
2022
Q3 | USD 1.56 M | Comprar |
18,985
+498
| +3% | +USD 48 k | 0.01% | 352 |
|
|
2022
Q2 | USD 1.68 M | Mantener |
18,487
| – | – | 0.01% | 354 |
|
|
2022
Q1 | USD 2.44 M | Mantener |
18,487
| – | – | 0.01% | 339 |
|
|
2021
Q4 | USD 2.91 M | Vender |
18,487
-72
| -0.4% | -USD 10.4 k | 0.01% | 301 |
|
|
2021
Q3 | USD 2.39 M | Comprar |
18,559
+6,975
| +60% | +USD 947 k | 0.01% | 311 |
|
|
2021
Q2 | USD 1.65 M | Vender |
11,584
-50
| -0.4% | -USD 6.71 k | 0.01% | 360 |
|
|
2021
Q1 | USD 1.55 M | Mantener |
11,634
| – | – | 0.01% | 358 |
|
|
2020
Q4 | USD 1 M | Vender |
11,634
-4,350
| -27% | -USD 322 k | ﹤0.01% | 394 |
|
|
2020
Q3 | USD 950 k | Mantener |
15,984
| – | – | ﹤0.01% | 398 |
|
|
2020
Q2 | USD 966 k | Vender |
15,984
-559
| -3% | -USD 30.2 k | 0.01% | 398 |
|
|
2020
Q1 | USD 758 k | Mantener |
16,543
| – | – | ﹤0.01% | 417 |
|
|
2019
Q4 | USD 1.01 M | Vender |
16,543
-400
| -2% | -USD 22.5 k | 0.01% | 407 |
|
|
2019
Q3 | USD 845 k | Vender |
16,943
-100
| -0.6% | -USD 4.83 k | ﹤0.01% | 439 |
|
|
2019
Q2 | USD 765 k | Mantener |
17,043
| – | – | ﹤0.01% | 477 |
|
|
2019
Q1 | USD 675 k | Comprar |
17,043
+159
| +0.9% | +USD 6.04 k | ﹤0.01% | 504 |
|
|
2018
Q4 | USD 552 k | Vender |
16,884
-283
| -2% | -USD 9.7 k | ﹤0.01% | 533 |
|
|
2018
Q3 | USD 663 k | Comprar |
17,167
+1
| +0% | +USD 44 | ﹤0.01% | 530 |
|
|
2018
Q2 | USD 792 k | Vender |
17,166
-1
| -0% | -USD 52 | ﹤0.01% | 481 |
|
|
2018
Q1 | USD 954 k | Comprar |
17,167
+34
| +0.2% | +USD 1.89 k | 0.01% | 439 |
|
|
2017
Q4 | USD 875 k | Comprar |
17,133
+1
| +0% | +USD 54 | ﹤0.01% | 467 |
|
|
2017
Q3 | USD 892 k | Vender |
17,132
-401
| -2% | -USD 18.1 k | 0.01% | 457 |
|
|
2017
Q2 | USD 724 k | Mantener |
17,533
| – | – | ﹤0.01% | 478 |
|
|
2017
Q1 | USD 682 k | Mantener |
17,533
| – | – | ﹤0.01% | 478 |
|
|
2016
Q4 | USD 565 k | Mantener |
17,533
| – | – | ﹤0.01% | 485 |
|
|
2016
Q3 | USD 528 k | Vender |
17,533
-100
| -0.6% | -USD 2.79 k | ﹤0.01% | 514 |
|
|
2016
Q2 | USD 422 k | Comprar |
17,633
+200
| +1% | +USD 4.41 k | ﹤0.01% | 541 |
|
|
2016
Q1 | USD 369 k | Mantener |
17,433
| – | – | ﹤0.01% | 550 |
|
|
2015
Q4 | USD 325 k | Mantener |
17,433
| – | – | ﹤0.01% | 586 |
|
|
2015
Q3 | USD 256 k | Vender |
17,433
-1,000
| -5% | -USD 16.7 k | ﹤0.01% | 616 |
|
|
2015
Q2 | USD 354 k | Comprar |
18,433
+283
| +2% | +USD 5.81 k | ﹤0.01% | 581 |
|
|
2015
Q1 | USD 409 k | Mantener |
18,150
| – | – | ﹤0.01% | 552 |
|
|
2014
Q4 | USD 452 k | Vender |
18,150
-200
| -1% | -USD 4.52 k | ﹤0.01% | 536 |
|
|
2014
Q3 | USD 396 k | Mantener |
18,350
| – | – | ﹤0.01% | 554 |
|
|
2014
Q2 | USD 413 k | Mantener |
18,350
| – | – | ﹤0.01% | 548 |
|
|
2014
Q1 | USD 374 k | Vender |
18,350
-4,120
| -18% | -USD 75.7 k | ﹤0.01% | 564 |
|
|
2013
Q4 | USD 397 k | Vender |
22,470
-700
| -3% | -USD 12.2 k | ﹤0.01% | 546 |
|
|
2013
Q3 | USD 406 k | Mantener |
23,170
| – | – | ﹤0.01% | 532 |
|
|
2013
Q2 | USD 371 k | Comprar |
+23,170
| Nuevas | +USD 336 k | ﹤0.01% | 549 |
|
Otros fondos que tienen AMAT en su cartera
Posición de First Manhattan en AMAT: resumen de T2 2026
First Manhattan redujo su participación en Applied Materials (AMAT) en 18% durante T2 2026, al vender acciones por un valor estimado de USD 122 M, y conservó 1,240,454 acciones valuadas en USD 897 M. La posición representa 2.29% de la cartera y ocupa el puesto #7.
First Manhattan reportó por primera vez una posición en AMAT en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 3,519 fondos que sigue Wall St. Rank mantienen una posición en AMAT.
- Al cierre de T2 2026, First Manhattan tenía 1,240,454 acciones de Applied Materials con un valor de USD 897 M.
- First Manhattan vendió 264,971 acciones de Applied Materials en T2 2026, por un valor estimado de USD 122 M.
- Applied Materials representó 2.29% de la cartera de First Manhattan en T2 2026 y fue su posición número 7.
- First Manhattan reportó por primera vez una posición en Applied Materials en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 3,519 fondos que sigue Wall St. Rank tenían Applied Materials en cartera.
Según el Informe 13F de First Manhattan correspondiente a T2 2026, presentado el 14 ago 2026.