Fideuram Asset Management (Ireland)’s Applied Materials AMAT Stock Holding History

Fideuram Asset Management (Ireland)’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	$92.8M	Buy	191,103 +164,167	+609%	+$75.7M	1.76%	4
2026 Q1	$8.94M	Sell	26,936 -44,577	-62%	-$15M	1.14%	11
2025 Q4	$15.1M	Buy	+71,513	New	+$17.1M	1.2%	17

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

Fideuram Asset Management (Ireland)'s AMAT Position: Q2 2026 in Review

Fideuram Asset Management (Ireland) increased its Applied Materials (AMAT) stake by 609% in Q2 2026, buying an estimated $75.7M and bringing the position to 191,103 shares worth $92.8M. The position accounts for 1.76% of the portfolio, ranked #4.

Fideuram Asset Management (Ireland) first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Fideuram Asset Management (Ireland) held 191,103 shares of Applied Materials worth $92.8M as of Q2 2026.
Fideuram Asset Management (Ireland) bought 164,167 Applied Materials shares in Q2 2026, an estimated $75.7M.
Applied Materials made up 1.76% of Fideuram Asset Management (Ireland)'s portfolio in Q2 2026, its #4 holding.
Fideuram Asset Management (Ireland) first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Fideuram Asset Management (Ireland)'s 13F filing for Q2 2026, filed 23 Jul 2026.