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B. Metzler seel. Sohn & Co’s Applied Materials AMAT Stock Holding History

B. Metzler seel. Sohn & Co’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
Q1 		$43.9M Sell
128,449
-22,735
-15% -$7.65M 0.41% 39
2025
Q4 		$38.9M Sell
151,184
-17,565
-10% -$4.21M 0.34% 42
2025
Q3 		$34.5M Buy
168,749
+27,179
+19% +$4.93M 0.3% 52
2025
Q2 		$25.9M Buy
141,570
+54,405
+62% +$8.62M 0.25% 61
2025
Q1 		$12.6M Sell
87,165
-46,746
-35% -$7.86M 0.13% 87
2024
Q4 		$21.8M Sell
133,911
-51,570
-28% -$9.35M 0.22% 65
2024
Q3 		$37.5M Sell
185,481
-2,009
-1% -$412K 0.37% 53
2024
Q2 		$44.2M Buy
187,490
+25,552
+16% +$5.49M 0.43% 42
2024
Q1 		$33.4M Buy
161,938
+6,695
+4% +$1.23M 0.37% 52
2023
Q4 		$25.2M Sell
155,243
-28,097
-15% -$4.13M 0.32% 54
2023
Q3 		$25.4M Sell
183,340
-17,702
-9% -$2.54M 0.38% 50
2023
Q2 		$29.1M Sell
201,042
-7,339
-4% -$919K 0.39% 45
2023
Q1 		$25.6M Sell
208,381
-11,247
-5% -$1.29M 0.4% 48
2022
Q4 		$21.4M Sell
219,628
-2,501
-1% -$240K 0.36% 54
2022
Q3 		$18.2M Sell
222,129
-44,616
-17% -$4.3M 0.33% 53
2022
Q2 		$24.3M Buy
266,745
+27,475
+11% +$3.01M 0.4% 49
2022
Q1 		$31.5M Sell
239,270
-4,605
-2% -$634K 0.42% 44
2021
Q4 		$38.5M Buy
243,875
+12,352
+5% +$1.79M 0.5% 39
2021
Q3 		$29.8M Buy
231,523
+603
+0.3% +$81.9K 0.43% 39
2021
Q2 		$32.9M Buy
230,920
+1,332
+0.6% +$179K 0.49% 36
2021
Q1 		$30.7M Sell
229,588
-1,445,714
-86% -$159M 0.5% 31
2020
Q4 		$147M Buy
+1,675,302
New +$124M 2.73% 9

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B. Metzler seel. Sohn & Co's AMAT Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co reduced its Applied Materials (AMAT) stake by 15% in Q1 2026, selling an estimated $7.65M and leaving 128,449 shares worth $43.9M. The position accounts for 0.41% of the portfolio, ranked #39.

B. Metzler seel. Sohn & Co first reported a position in AMAT in Q4 2020 and has held it in 22 quarters since. The position peaked at $147M in Q4 2020. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • B. Metzler seel. Sohn & Co held 128,449 shares of Applied Materials worth $43.9M as of Q1 2026.
  • B. Metzler seel. Sohn & Co sold 22,735 Applied Materials shares in Q1 2026, an estimated $7.65M.
  • Applied Materials made up 0.41% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #39 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Applied Materials in Q4 2020 and has held it in 22 quarters since.
  • B. Metzler seel. Sohn & Co's Applied Materials position peaked at $147M in Q4 2020.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.