Alecta Tjanstepension Omsesidigt’s Applied Materials AMAT Stock Holding History

Alecta Tjanstepension Omsesidigt’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	$532M	Sell	735,500 -139,900	-16%	-$64.5M	2.24%	10
2026 Q1	$299M	Sell	875,400 -773,600	-47%	-$260M	1.46%	19
2025 Q4	$423M	Hold	1,649,000	–	–	1.86%	15
2025 Q3	$338M	Hold	1,649,000	–	–	1.51%	18
2025 Q2	$302M	Buy	1,649,000 +321,000	+24%	+$50.9M	1.42%	23
2025 Q1	$193M	Buy	1,328,000 +360,000	+37%	+$60.5M	1.08%	30
2024 Q4	$157M	Buy	+968,000	New	+$175M	0.83%	35

Other funds holding AMAT

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt's AMAT Position: Q2 2026 in Review

Alecta Tjanstepension Omsesidigt reduced its Applied Materials (AMAT) stake by 16% in Q2 2026, selling an estimated $64.5M and leaving 735,500 shares worth $532M. The position accounts for 2.24% of the portfolio, ranked #10.

Alecta Tjanstepension Omsesidigt first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 1,736 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Alecta Tjanstepension Omsesidigt held 735,500 shares of Applied Materials worth $532M as of Q2 2026.
Alecta Tjanstepension Omsesidigt sold 139,900 Applied Materials shares in Q2 2026, an estimated $64.5M.
Applied Materials made up 2.24% of Alecta Tjanstepension Omsesidigt's portfolio in Q2 2026, its #10 holding.
Alecta Tjanstepension Omsesidigt first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
1,736 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Alecta Tjanstepension Omsesidigt's 13F filing for Q2 2026, filed 23 Jul 2026.