E Fund Management (HK)’s Applied Materials AMAT Stock Holding History

E Fund Management (HK)’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	$4.9M	Buy	6,783 +3,419	+102%	+$1.58M	1.63%	14
2026 Q1	$1.15M	Buy	3,364 +785	+30%	+$264K	0.52%	39
2025 Q4	$847K	Buy	2,579 +1,917	+290%	+$460K	0.28%	44
2025 Q3	$136K	Buy	662 +281	+74%	+$51K	0.08%	70
2025 Q2	$69.8K	Hold	381	–	–	0.07%	74
2025 Q1	$55K	Buy	381 +315	+477%	+$53K	0.05%	86
2024 Q4	$11K	Buy	66 +53	+408%	+$9.61K	0.01%	101
2024 Q3	$3K	Hold	13	–	–	﹤0.01%	90
2024 Q2	$3K	Buy	+13	New	+$2.79K	﹤0.01%	68

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

E Fund Management (HK)'s AMAT Position: Q2 2026 in Review

E Fund Management (HK) increased its Applied Materials (AMAT) stake by 102% in Q2 2026, buying an estimated $1.58M and bringing the position to 6,783 shares worth $4.9M. The position accounts for 1.63% of the portfolio, ranked #14.

E Fund Management (HK) first reported a position in AMAT in Q2 2024 and has held it in 9 quarters since. 1,234 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

E Fund Management (HK) held 6,783 shares of Applied Materials worth $4.9M as of Q2 2026.
E Fund Management (HK) bought 3,419 Applied Materials shares in Q2 2026, an estimated $1.58M.
Applied Materials made up 1.63% of E Fund Management (HK)'s portfolio in Q2 2026, its #14 holding.
E Fund Management (HK) first reported a position in Applied Materials in Q2 2024 and has held it in 9 quarters since.
1,234 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on E Fund Management (HK)'s 13F filing for Q2 2026, filed 22 Jul 2026.