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Groupe la Francaise’s Applied Materials AMAT Stock Holding History

Groupe la Francaise’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 		$107M Sell
147,703
-7,195
-5% -$3.32M 1.29% 16
2026
Q1 		$52.8M Buy
154,898
+119,687
+340% +$40.3M 0.72% 30
2025
Q4 		$9.05M Buy
35,211
+4,574
+15% +$1.1M 0.13% 107
2025
Q3 		$6.26M Sell
30,637
-744
-2% -$135K 0.08% 133
2025
Q2 		$5.72M Buy
31,381
+4,710
+18% +$746K 0.09% 136
2025
Q1 		$3.94M Buy
26,671
+5,900
+28% +$992K 0.08% 155
2024
Q4 		$3.44M Buy
+20,771
New +$3.76M 0.09% 138

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 $3.38T AUM 44.17% 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

Groupe la Francaise's AMAT Position: Q2 2026 in Review

Groupe la Francaise reduced its Applied Materials (AMAT) stake by 4.6% in Q2 2026, selling an estimated $3.32M and leaving 147,703 shares worth $107M. The position accounts for 1.29% of the portfolio, ranked #16.

Groupe la Francaise first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Groupe la Francaise held 147,703 shares of Applied Materials worth $107M as of Q2 2026.
  • Groupe la Francaise sold 7,195 Applied Materials shares in Q2 2026, an estimated $3.32M.
  • Applied Materials made up 1.29% of Groupe la Francaise's portfolio in Q2 2026, its #16 holding.
  • Groupe la Francaise first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Groupe la Francaise's 13F filing for Q2 2026, filed 25 Aug 2026.