Groupama Asset Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Groupama Asset Management's AMAT Position: Q2 2026 in Review
Groupama Asset Management increased its Applied Materials (AMAT) stake by 1,944% in Q2 2026, buying an estimated $50.2M and bringing the position to 114,347 shares worth $79.6M. The position accounts for 1% of the portfolio, ranked #28.
Groupama Asset Management first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Groupama Asset Management held 114,347 shares of Applied Materials worth $79.6M as of Q2 2026.
- Groupama Asset Management bought 108,752 Applied Materials shares in Q2 2026, an estimated $50.2M.
- Applied Materials made up 1% of Groupama Asset Management's portfolio in Q2 2026, its #28 holding.
- Groupama Asset Management first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
- 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Groupama Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.