BDF Gestion’s Applied Materials AMAT Stock Holding History

BDF Gestion’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 Q3	$8.67M	Sell	16,949 -2,150	-11%	-$1.09M	1.17%	15
2026 Q2	$2.99M	Sell	19,099 -2,148	-10%	-$991K	0.4%	65
2026 Q1	$7.26M	Sell	21,247 -5,940	-22%	-$2M	0.97%	13
2025 Q4	$6.99M	Sell	27,187 -1,812	-6%	-$434K	0.85%	19
2025 Q3	$5.94M	Buy	28,999 +9,636	+50%	+$1.75M	0.7%	25
2025 Q2	$3.54M	Sell	19,363 -2,110	-10%	-$334K	0.4%	63
2025 Q1	$3.12M	Hold	21,473	–	–	0.34%	79
2024 Q4	$3.49M	Sell	21,473 -20,119	-48%	-$3.65M	0.36%	71
2024 Q3	$1.27M	Hold	41,592	–	–	0.14%	144
2024 Q2	$9.8M	Buy	+41,592	New	+$8.93M	0.94%	19

Other funds holding AMAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

BDF Gestion's AMAT Position: Q3 2026 in Review

BDF Gestion reduced its Applied Materials (AMAT) stake by 11% in Q3 2026, selling an estimated $1.09M and leaving 16,949 shares worth $8.67M. The position accounts for 1.17% of the portfolio, ranked #15.

BDF Gestion first reported a position in AMAT in Q2 2024 and has held it in 10 quarters since. The position peaked at $9.8M in Q2 2024. 2,102 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

BDF Gestion held 16,949 shares of Applied Materials worth $8.67M as of Q3 2026.
BDF Gestion sold 2,150 Applied Materials shares in Q3 2026, an estimated $1.09M.
Applied Materials made up 1.17% of BDF Gestion's portfolio in Q3 2026, its #15 holding.
BDF Gestion first reported a position in Applied Materials in Q2 2024 and has held it in 10 quarters since.
BDF Gestion's Applied Materials position peaked at $9.8M in Q2 2024.
2,102 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on BDF Gestion's 13F filing for Q3 2026, filed 19 Oct 2026.