Flossbach Von Storch
AMAT icon

Flossbach Von Storch’s Applied Materials AMAT Stock Holding History

Flossbach Von Storch’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
Q3 		$114M Buy
222,505
+15,697
+8% +$7.97M 0.58% 37
2026
Q2 		$150M Sell
206,808
-189,309
-48% -$87.3M 0.68% 35
2026
Q1 		$135M Sell
396,117
-345,403
-47% -$116M 0.63% 35
2025
Q4 		$191M Sell
741,520
-1,666,944
-69% -$400M 0.76% 32
2025
Q3 		$493M Sell
2,408,464
-53,256
-2% -$9.7M 1.94% 19
2025
Q2 		$451M Buy
2,461,720
+254,502
+12% +$40.3M 1.84% 20
2025
Q1 		$320M Buy
2,207,218
+607,140
+38% +$102M 1.39% 25
2024
Q4 		$260M Buy
1,600,078
+893,995
+127% +$162M 1.04% 27
2024
Q3 		$143M Buy
706,083
+505,331
+252% +$104M 0.56% 36
2024
Q2 		$47.4M Buy
200,752
+139,128
+226% +$29.9M 0.2% 52
2024
Q1 		$12.7M Buy
61,624
+40,826
+196% +$7.49M 0.06% 73
2023
Q4 		$3.37M Sell
20,798
-153,615
-88% -$22.6M 0.02% 89
2023
Q3 		$24.1M Buy
174,413
+135,997
+354% +$19.5M 0.11% 62
2023
Q2 		$5.55M Buy
+38,416
New +$4.81M 0.02% 83

Other funds holding AMAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Flossbach Von Storch's AMAT Position: Q3 2026 in Review

Flossbach Von Storch increased its Applied Materials (AMAT) stake by 7.6% in Q3 2026, buying an estimated $7.97M and bringing the position to 222,505 shares worth $114M. The position accounts for 0.58% of the portfolio, ranked #37.

Flossbach Von Storch first reported a position in AMAT in Q2 2023 and has held it in 14 quarters since. The position peaked at $493M in Q3 2025. 2,356 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Flossbach Von Storch held 222,505 shares of Applied Materials worth $114M as of Q3 2026.
  • Flossbach Von Storch bought 15,697 Applied Materials shares in Q3 2026, an estimated $7.97M.
  • Applied Materials made up 0.58% of Flossbach Von Storch's portfolio in Q3 2026, its #37 holding.
  • Flossbach Von Storch first reported a position in Applied Materials in Q2 2023 and has held it in 14 quarters since.
  • Flossbach Von Storch's Applied Materials position peaked at $493M in Q3 2025.
  • 2,356 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Flossbach Von Storch's 13F filing for Q3 2026, filed 28 Oct 2026.