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Fjell Capital’s Applied Materials AMAT Stock Holding History

Fjell Capital’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 		$808K Sell
1,117
-9
-0.8% -$4.15K 0.55% 42
2026
Q1 		$385K Sell
1,126
-50
-4% -$16.8K 0.3% 55
2025
Q4 		$302K Buy
+1,176
New +$282K 0.23% 54

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Fjell Capital's AMAT Position: Q2 2026 in Review

Fjell Capital reduced its Applied Materials (AMAT) stake by 0.8% in Q2 2026, selling an estimated $4.15K and leaving 1,117 shares worth $808K. The position accounts for 0.55% of the portfolio, ranked #42.

Fjell Capital first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 1,645 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Fjell Capital held 1,117 shares of Applied Materials worth $808K as of Q2 2026.
  • Fjell Capital sold 9 Applied Materials shares in Q2 2026, an estimated $4.15K.
  • Applied Materials made up 0.55% of Fjell Capital's portfolio in Q2 2026, its #42 holding.
  • Fjell Capital first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 1,645 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Fjell Capital's 13F filing for Q2 2026, filed 15 Jul 2026.