Caisse Des Depots Et Consignations’s Applied Materials AMAT Stock Holding History

Caisse Des Depots Et Consignations’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	$19.1M	Buy	26,413 +12,529	+90%	+$5.78M	0.32%	24
2026 Q1	$4.75M	Sell	13,884 -2,190	-14%	-$737K	0.08%	77
2025 Q4	$4.13M	Buy	16,074 +3,249	+25%	+$779K	0.09%	89
2025 Q3	$2.63M	Sell	12,825 -1,088	-8%	-$197K	0.11%	109
2025 Q2	$2.55M	Sell	13,913 -2,664	-16%	-$422K	0.11%	112
2025 Q1	$2.41M	Hold	16,577	–	–	0.12%	110
2024 Q4	$2.7M	Buy	+16,577	New	+$3M	0.13%	112

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Caisse Des Depots Et Consignations's AMAT Position: Q2 2026 in Review

Caisse Des Depots Et Consignations increased its Applied Materials (AMAT) stake by 90% in Q2 2026, buying an estimated $5.78M and bringing the position to 26,413 shares worth $19.1M. The position accounts for 0.32% of the portfolio, ranked #24.

Caisse Des Depots Et Consignations first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Caisse Des Depots Et Consignations held 26,413 shares of Applied Materials worth $19.1M as of Q2 2026.
Caisse Des Depots Et Consignations bought 12,529 Applied Materials shares in Q2 2026, an estimated $5.78M.
Applied Materials made up 0.32% of Caisse Des Depots Et Consignations's portfolio in Q2 2026, its #24 holding.
Caisse Des Depots Et Consignations first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Caisse Des Depots Et Consignations's 13F filing for Q2 2026, filed 24 Jul 2026.