BNP Paribas’s Applied Materials AMAT Stock Holding History

BNP Paribas’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	$49.1M	Sell	68,524 -116,271	-63%	-$53.6M	1.33%	20
2026 Q1	$60.5M	Sell	184,795 -2,273	-1%	-$765K	1.92%	12
2025 Q4	$48.2M	Sell	187,068 -10,160	-5%	-$2.44M	1.38%	15
2025 Q3	$40.2M	Sell	197,228 -18,138	-8%	-$3.29M	1.21%	20
2025 Q2	$39.4M	Buy	215,366 +3,407	+2%	+$540K	1.28%	19
2025 Q1	$30.7M	Buy	211,959 +30,250	+17%	+$5.09M	1.27%	22
2024 Q4	$30.4M	Sell	181,709 -9,063	-5%	-$1.64M	0.18%	26
2024 Q3	$38.7M	Sell	190,772 -10,375	-5%	-$2.13M	1.61%	13
2024 Q2	$47.4M	Sell	201,147 -12,106	-6%	-$2.6M	2.39%	9
2024 Q1	$43.3M	Buy	+213,253	New	+$39.1M	2.02%	11

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BNP Paribas's AMAT Position: Q2 2026 in Review

BNP Paribas reduced its Applied Materials (AMAT) stake by 63% in Q2 2026, selling an estimated $53.6M and leaving 68,524 shares worth $49.1M. The position accounts for 1.33% of the portfolio, ranked #20.

BNP Paribas first reported a position in AMAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $60.5M in Q1 2026. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

BNP Paribas held 68,524 shares of Applied Materials worth $49.1M as of Q2 2026.
BNP Paribas sold 116,271 Applied Materials shares in Q2 2026, an estimated $53.6M.
Applied Materials made up 1.33% of BNP Paribas's portfolio in Q2 2026, its #20 holding.
BNP Paribas first reported a position in Applied Materials in Q1 2024 and has held it in 10 quarters since.
BNP Paribas's Applied Materials position peaked at $60.5M in Q1 2026.
3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on BNP Paribas's 13F filing for Q2 2026, filed 13 Aug 2026.