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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
Q2 		$2.99M Sell
19,099
-2,148
-10% -$991K 0.4% 64
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 		$9.82M Buy
+41,592
New +$8.93M 0.94% 19

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BDF Gestion's AMAT Position: Q2 2026 in Review

BDF Gestion reduced its Applied Materials (AMAT) stake by 10% in Q2 2026, selling an estimated $991K and leaving 19,099 shares worth $2.99M. The position accounts for 0.4% of the portfolio, ranked #64.

BDF Gestion first reported a position in AMAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.82M in Q2 2024. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • BDF Gestion held 19,099 shares of Applied Materials worth $2.99M as of Q2 2026.
  • BDF Gestion sold 2,148 Applied Materials shares in Q2 2026, an estimated $991K.
  • Applied Materials made up 0.4% of BDF Gestion's portfolio in Q2 2026, its #64 holding.
  • BDF Gestion first reported a position in Applied Materials in Q2 2024 and has held it in 9 quarters since.
  • BDF Gestion's Applied Materials position peaked at $9.82M in Q2 2024.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on BDF Gestion's 13F filing for Q2 2026, filed 7 Jul 2026.