Flossbach Von Storch
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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
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% -$9.66M 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Flossbach Von Storch's AMAT Position: Q2 2026 in Review

Flossbach Von Storch reduced its Applied Materials (AMAT) stake by 48% in Q2 2026, selling an estimated $87.3M and leaving 206,808 shares worth $150M. The position accounts for 0.68% of the portfolio, ranked #35.

Flossbach Von Storch first reported a position in AMAT in Q2 2023 and has held it in 13 quarters since. The position peaked at $493M in Q3 2025. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Flossbach Von Storch held 206,808 shares of Applied Materials worth $150M as of Q2 2026.
  • Flossbach Von Storch sold 189,309 Applied Materials shares in Q2 2026, an estimated $87.3M.
  • Applied Materials made up 0.68% of Flossbach Von Storch's portfolio in Q2 2026, its #35 holding.
  • Flossbach Von Storch first reported a position in Applied Materials in Q2 2023 and has held it in 13 quarters since.
  • Flossbach Von Storch's Applied Materials position peaked at $493M in Q3 2025.
  • 3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Flossbach Von Storch's 13F filing for Q2 2026, filed 10 Aug 2026.