Flossbach Von Storch’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$451M Buy
2025
Q1
$320M Buy
2024
Q4
$260M Buy
2024
Q3
$143M Buy
2024
Q2
$47.4M Buy
2024
Q1
$12.7M Buy
2023
Q4
$3.37M Sell
2023
Q3
$24.1M Buy
2023
Q2
$5.55M Buy