AG2R La Mondiale Gestion d'Actifs’s Applied Materials AMAT Stock Holding History

AG2R La Mondiale Gestion d'Actifs’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	$25.2M	Buy	34,826 +2,900	+9%	+$1.34M	0.91%	17
2026 Q1	$10.9M	Buy	31,926 +229	+0.7%	+$77K	0.5%	33
2025 Q4	$8.15M	Buy	31,697 +1,298	+4%	+$311K	0.36%	46
2025 Q3	$5.57M	Hold	30,399	–	–	0.29%	70
2025 Q2	$5.57M	Buy	30,399 +209	+0.7%	+$33.1K	0.29%	70
2025 Q1	$4.73M	Buy	+30,190	New	+$5.08M	0.26%	83

Other funds holding AMAT

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

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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AG2R La Mondiale Gestion d'Actifs's AMAT Position: Q2 2026 in Review

AG2R La Mondiale Gestion d'Actifs increased its Applied Materials (AMAT) stake by 9.1% in Q2 2026, buying an estimated $1.34M and bringing the position to 34,826 shares worth $25.2M. The position accounts for 0.91% of the portfolio, ranked #17.

AG2R La Mondiale Gestion d'Actifs first reported a position in AMAT in Q1 2025 and has held it in 6 quarters since. 1,068 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

AG2R La Mondiale Gestion d'Actifs held 34,826 shares of Applied Materials worth $25.2M as of Q2 2026.
AG2R La Mondiale Gestion d'Actifs bought 2,900 Applied Materials shares in Q2 2026, an estimated $1.34M.
Applied Materials made up 0.91% of AG2R La Mondiale Gestion d'Actifs's portfolio in Q2 2026, its #17 holding.
AG2R La Mondiale Gestion d'Actifs first reported a position in Applied Materials in Q1 2025 and has held it in 6 quarters since.
1,068 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on AG2R La Mondiale Gestion d'Actifs's 13F filing for Q2 2026, filed 23 Jul 2026.