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Banque de Luxembourg Investments (BLI)’s Applied Materials AMAT Stock Holding History

Banque de Luxembourg Investments (BLI)’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 		$50.5M Sell
72,506
-14,236
-16% -$6.57M 1.78% 12
2026
Q1 		$19.2M Hold
86,742
– – 0.57% 48
2025
Q4 		$22.6M Sell
86,742
-8,173
-9% -$1.96M 0.66% 41
2025
Q3 		$19.5M Sell
94,915
-730
-0.8% -$132K 0.57% 48
2025
Q2 		$17.5M Buy
95,645
+88,800
+1,297% +$14.1M 0.5% 55
2025
Q1 		$991K Sell
6,845
-700
-9% -$118K 0.03% 133
2024
Q4 		$1.23M Buy
+7,545
New +$1.37M 0.03% 128

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Banque de Luxembourg Investments (BLI)'s AMAT Position: Q2 2026 in Review

Banque de Luxembourg Investments (BLI) reduced its Applied Materials (AMAT) stake by 16% in Q2 2026, selling an estimated $6.57M and leaving 72,506 shares worth $50.5M. The position accounts for 1.78% of the portfolio, ranked #12.

Banque de Luxembourg Investments (BLI) first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Banque de Luxembourg Investments (BLI) held 72,506 shares of Applied Materials worth $50.5M as of Q2 2026.
  • Banque de Luxembourg Investments (BLI) sold 14,236 Applied Materials shares in Q2 2026, an estimated $6.57M.
  • Applied Materials made up 1.78% of Banque de Luxembourg Investments (BLI)'s portfolio in Q2 2026, its #12 holding.
  • Banque de Luxembourg Investments (BLI) first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Banque de Luxembourg Investments (BLI)'s 13F filing for Q2 2026, filed 10 Aug 2026.