E. Ohman J:or Asset Management’s Applied Materials AMAT Stock Holding History

E. Ohman J:or Asset 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	$26.4M	Buy	36,471 +1,020	+3%	+$471K	0.61%	43
2026 Q1	$12.1M	Sell	35,451 -1,250	-3%	-$420K	0.32%	58
2025 Q4	$9.43M	Buy	36,701 +2,795	+8%	+$670K	0.22%	65
2025 Q3	$6.94M	Sell	33,906 -600	-2%	-$109K	0.16%	75
2025 Q2	$6.32M	Sell	34,506 -533	-2%	-$84.5K	0.16%	75
2025 Q1	$5.08M	Sell	35,039 -2,703	-7%	-$455K	0.14%	90
2024 Q4	$6.14M	Buy	37,742 +3,710	+11%	+$672K	0.14%	81
2024 Q3	$6.88M	Sell	34,032 -1,600	-4%	-$328K	0.17%	71
2024 Q2	$8.41M	Buy	35,632 +1,800	+5%	+$386K	0.21%	64
2024 Q1	$6.98M	Buy	33,832 +700	+2%	+$128K	0.18%	73
2023 Q4	$5.37M	Sell	33,132 -4,900	-13%	-$720K	0.2%	69
2023 Q3	$5.27M	Sell	38,032 -900	-2%	-$129K	0.2%	67
2023 Q2	$5.63M	Buy	38,932 +900	+2%	+$113K	0.2%	71
2023 Q1	$4.67M	Buy	38,032 +1,500	+4%	+$172K	0.18%	82
2022 Q4	$3.56M	Sell	36,532 -2,300	-6%	-$221K	0.16%	93
2022 Q3	$3.18M	Hold	38,832	–	–	0.15%	95
2022 Q2	$3.53M	Sell	38,832 -2,400	-6%	-$263K	0.15%	86
2022 Q1	$5.43M	Sell	41,232 -2,800	-6%	-$385K	0.18%	81
2021 Q4	$6.93M	Buy	44,032 +3,100	+8%	+$449K	0.2%	78
2021 Q3	$5.27M	Sell	40,932 -100	-0.2%	-$13.6K	0.17%	87
2021 Q2	$5.84M	Buy	41,032 +4,400	+12%	+$590K	0.18%	84
2021 Q1	$4.89M	Sell	36,632 -2,900	-7%	-$320K	0.18%	78
2020 Q4	$3.41M	Sell	39,532 -300	-0.8%	-$22.2K	0.14%	103
2020 Q3	$2.37M	Buy	39,832 +5,900	+17%	+$364K	0.12%	106
2020 Q2	$2.05M	Buy	33,932 +2,000	+6%	+$108K	0.12%	106
2020 Q1	$1.46M	Sell	31,932 -13,800	-30%	-$793K	0.11%	107
2019 Q4	$2.79M	Buy	45,732 +3,232	+8%	+$182K	0.15%	86
2019 Q3	$2.12M	Buy	42,500 +3,000	+8%	+$145K	0.13%	98
2019 Q2	$1.77M	Buy	39,500 +300	+0.8%	+$12.6K	0.12%	102
2019 Q1	$1.55M	Sell	39,200 -3,300	-8%	-$125K	0.1%	114
2018 Q4	$1.39M	Sell	42,500 -5,300	-11%	-$182K	0.1%	119
2018 Q3	$1.85M	Buy	47,800 +2,500	+6%	+$111K	0.12%	120
2018 Q2	$2.09M	Buy	45,300 +13,800	+44%	+$711K	0.15%	104
2018 Q1	$1.75M	Sell	31,500 -3,000	-9%	-$167K	0.14%	101
2017 Q4	$1.76M	Buy	34,500 +6,600	+24%	+$358K	0.14%	99
2017 Q3	$1.45M	Buy	27,900 +1,000	+4%	+$45.2K	0.13%	106
2017 Q2	$1.11M	Sell	26,900 -2,500	-9%	-$106K	0.11%	130
2017 Q1	$1.14M	Buy	29,400 +5,800	+25%	+$208K	0.14%	133
2016 Q4	$762K	Hold	23,600	–	–	0.11%	150
2016 Q3	$712K	Hold	23,600	–	–	0.11%	148
2016 Q2	$566K	Hold	23,600	–	–	0.09%	163
2016 Q1	$500K	Hold	23,600	–	–	0.09%	160
2015 Q4	$441K	Hold	23,600	–	–	0.08%	191
2015 Q3	$347K	Hold	23,600	–	–	0.09%	213
2015 Q2	$454K	Hold	23,600	–	–	0.11%	187
2015 Q1	$532K	Hold	23,600	–	–	0.12%	168
2014 Q4	$595K	Hold	23,600	–	–	0.14%	150
2014 Q3	$510K	Hold	23,600	–	–	0.12%	166
2014 Q2	$532K	Sell	23,600 -7,100	-23%	-$145K	0.13%	166
2014 Q1	$627K	Hold	30,700	–	–	0.16%	140
2013 Q4	$537K	Hold	30,700	–	–	0.13%	170
2013 Q3	$538K	Hold	30,700	–	–	0.14%	160
2013 Q2	$458K	Buy	+30,700	New	+$446K	0.13%	176

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

E. Ohman J:or Asset Management's AMAT Position: Q2 2026 in Review

E. Ohman J:or Asset Management increased its Applied Materials (AMAT) stake by 2.9% in Q2 2026, buying an estimated $471K and bringing the position to 36,471 shares worth $26.4M. The position accounts for 0.61% of the portfolio, ranked #43.

E. Ohman J:or Asset Management first reported a position in AMAT in Q2 2013 and has held it in 53 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

E. Ohman J:or Asset Management held 36,471 shares of Applied Materials worth $26.4M as of Q2 2026.
E. Ohman J:or Asset Management bought 1,020 Applied Materials shares in Q2 2026, an estimated $471K.
Applied Materials made up 0.61% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #43 holding.
E. Ohman J:or Asset Management first reported a position in Applied Materials in Q2 2013 and has held it in 53 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.