E Fund Management’s Applied Materials AMAT Stock Holding History

E Fund Management’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	$82.3M	Buy	113,843 +60,951	+115%	+$28.1M	1.85%	16
2026 Q1	$18.1M	Buy	+52,892	New	+$17.8M	0.54%	37
2025 Q2	$6.2M	Sell	33,884 -61,625	-65%	-$9.76M	0.3%	54
2025 Q1	$13.9M	Buy	95,509 +3,682	+4%	+$619K	0.66%	26
2024 Q4	$14.9M	Sell	91,827 -43,082	-32%	-$7.81M	0.75%	23
2024 Q3	$27.3M	Sell	134,909 -5,724	-4%	-$1.17M	1.4%	15
2024 Q2	$33.2M	Buy	140,633 +123,431	+718%	+$26.5M	1.84%	11
2024 Q1	$3.55M	Buy	17,202 +2,995	+21%	+$549K	0.22%	49
2023 Q4	$2.3M	Sell	14,207 -1,310	-8%	-$192K	0.15%	51
2023 Q3	$2.15M	Buy	15,517 +1,083	+8%	+$155K	0.16%	48
2023 Q2	$2.09M	Sell	14,434 -2,192	-13%	-$274K	0.16%	45
2023 Q1	$2.04M	Sell	16,626 -164	-1%	-$18.8K	0.15%	56
2022 Q4	$1.64M	Sell	16,790 -558	-3%	-$53.5K	0.14%	65
2022 Q3	$1.42M	Sell	17,348 -273	-2%	-$26.3K	0.13%	73
2022 Q2	$1.6M	Sell	17,621 -263	-1%	-$28.8K	0.15%	70
2022 Q1	$2.36M	Buy	17,884 +583	+3%	+$80.3K	0.08%	56
2021 Q4	$2.72M	Sell	17,301 -1,041	-6%	-$151K	0.1%	69
2021 Q3	$2.36M	Buy	+18,342	New	+$2.49M	0.1%	60
2021 Q1	$2.86M	Buy	+21,397	New	+$2.36M	0.24%	50

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

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

E Fund Management increased its Applied Materials (AMAT) stake by 115% in Q2 2026, buying an estimated $28.1M and bringing the position to 113,843 shares worth $82.3M. The position accounts for 1.85% of the portfolio, ranked #16.

E Fund Management first reported a position in AMAT in Q1 2021 and has held it in 19 quarters since. 3,498 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

E Fund Management held 113,843 shares of Applied Materials worth $82.3M as of Q2 2026.
E Fund Management bought 60,951 Applied Materials shares in Q2 2026, an estimated $28.1M.
Applied Materials made up 1.85% of E Fund Management's portfolio in Q2 2026, its #16 holding.
E Fund Management first reported a position in Applied Materials in Q1 2021 and has held it in 19 quarters since.
3,498 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on E Fund Management's 13F filing for Q2 2026, filed 11 Aug 2026.