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ABN AMRO Investment Solutions’s Applied Materials AMAT Stock Holding History

ABN AMRO Investment Solutions’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 		$303M Sell
418,651
-19,741
-5% -$9.11M 2.62% 6
2026
Q1 		$150M Buy
438,392
+109,506
+33% +$36.8M 1.95% 8
2025
Q4 		$84.5M Buy
328,886
+11,638
+4% +$2.79M 1.25% 14
2025
Q3 		$65M Sell
317,248
-3,872
-1% -$703K 1.33% 18
2025
Q2 		$58.8M Sell
321,120
-9,931
-3% -$1.57M 1.18% 23
2025
Q1 		$48M Sell
331,051
-72,783
-18% -$12.2M 1% 29
2024
Q4 		$65.7M Sell
403,834
-36,823
-8% -$6.67M 1.22% 21
2024
Q3 		$89M Sell
440,657
-134,810
-23% -$27.7M 1.55% 14
2024
Q2 		$136M Sell
575,467
-86,276
-13% -$18.5M 2.46% 6
2024
Q1 		$136M Sell
661,743
-27,030
-4% -$4.96M 2.36% 6
2023
Q4 		$112M Buy
688,773
+19,470
+3% +$2.86M 1.96% 8
2023
Q3 		$92.7M Buy
669,303
+38,489
+6% +$5.52M 1.81% 9
2023
Q2 		$91.2M Sell
630,814
-2,615
-0.4% -$327K 1.82% 9
2023
Q1 		$77.8M Buy
+633,429
New +$72.7M 1.61% 10

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

ABN AMRO Investment Solutions's AMAT Position: Q2 2026 in Review

ABN AMRO Investment Solutions reduced its Applied Materials (AMAT) stake by 4.5% in Q2 2026, selling an estimated $9.11M and leaving 418,651 shares worth $303M. The position accounts for 2.62% of the portfolio, ranked #6.

ABN AMRO Investment Solutions first reported a position in AMAT in Q1 2023 and has held it in 14 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • ABN AMRO Investment Solutions held 418,651 shares of Applied Materials worth $303M as of Q2 2026.
  • ABN AMRO Investment Solutions sold 19,741 Applied Materials shares in Q2 2026, an estimated $9.11M.
  • Applied Materials made up 2.62% of ABN AMRO Investment Solutions's portfolio in Q2 2026, its #6 holding.
  • ABN AMRO Investment Solutions first reported a position in Applied Materials in Q1 2023 and has held it in 14 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on ABN AMRO Investment Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.