IFM Investors’s Applied Materials AMAT Stock Holding History

IFM Investors’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	$132M	Buy	182,448 +16,379	+10%	+$7.56M	0.87%	18
2026 Q1	$56.8M	Buy	166,069 +5,409	+3%	+$1.82M	0.47%	34
2025 Q4	$41.3M	Buy	160,660 +1,219	+0.8%	+$292K	0.34%	50
2025 Q3	$32.5M	Sell	159,441 -1,306	-0.8%	-$237K	0.29%	62
2025 Q2	$29.4M	Buy	160,747 +2,176	+1%	+$345K	0.28%	65
2025 Q1	$23M	Sell	158,571 -1,532	-1%	-$258K	0.25%	81
2024 Q4	$26M	Sell	160,103 -14,229	-8%	-$2.58M	0.26%	68
2024 Q3	$35.2M	Buy	174,332 +2,250	+1%	+$461K	0.34%	54
2024 Q2	$40.6M	Buy	172,082 +374	+0.2%	+$80.3K	0.41%	38
2024 Q1	$35.4M	Sell	171,708 -1,736	-1%	-$318K	0.39%	49
2023 Q4	$28.1M	Buy	173,444 +151	+0.1%	+$22.2K	0.34%	56
2023 Q3	$24M	Buy	173,293 +4,482	+3%	+$643K	0.32%	58
2023 Q2	$24.4M	Buy	168,811 +7,623	+5%	+$954K	0.32%	58
2023 Q1	$19.8M	Buy	161,188 +4,565	+3%	+$524K	0.3%	68
2022 Q4	$15.3M	Buy	156,623 +3,208	+2%	+$308K	0.26%	82
2022 Q3	$12.6M	Buy	153,415 +1,301	+0.9%	+$125K	0.23%	92
2022 Q2	$13.8M	Buy	152,114 +10,665	+8%	+$1.17M	0.24%	83
2022 Q1	$18.6M	Buy	141,449 +20,444	+17%	+$2.81M	0.29%	74
2021 Q4	$19M	Sell	121,005 -2,192	-2%	-$318K	0.35%	54
2021 Q3	$15.9M	Sell	123,197 -236	-0.2%	-$32K	0.33%	64
2021 Q2	$17.6M	Buy	123,433 +23,544	+24%	+$3.16M	0.36%	59
2021 Q1	$13.3M	Buy	99,889 +11,318	+13%	+$1.25M	0.36%	57
2020 Q4	$7.64M	Buy	88,571 +12,794	+17%	+$946K	0.24%	86
2020 Q3	$4.5M	Buy	75,777 +7,895	+12%	+$488K	0.19%	110
2020 Q2	$4.1M	Sell	67,882 -23,926	-26%	-$1.29M	0.21%	101
2020 Q1	$4.34M	Sell	91,808 -3,435	-4%	-$197K	0.19%	115
2019 Q4	$5.81M	Sell	95,243 -5,778	-6%	-$325K	0.21%	104
2019 Q3	$5.04M	Buy	101,021 +33,506	+50%	+$1.62M	0.19%	120
2019 Q2	$3.03M	Hold	67,515	–	–	0.17%	126
2019 Q1	$2.68M	Buy	67,515 +9,433	+16%	+$358K	0.17%	132
2018 Q4	$1.9M	Buy	58,082 +4,573	+9%	+$157K	0.15%	146
2018 Q3	$2.07M	Buy	53,509 +5,726	+12%	+$253K	0.16%	142
2018 Q2	$2.21M	Buy	47,783 +14,778	+45%	+$762K	0.21%	109
2018 Q1	$1.83M	Buy	33,005 +3,176	+11%	+$177K	0.26%	85
2017 Q4	$1.52M	Sell	29,829 -312	-1%	-$16.9K	0.24%	93
2017 Q3	$1.57M	Buy	30,141 +795	+3%	+$35.9K	0.26%	85
2017 Q2	$1.21M	Buy	29,346 +7,281	+33%	+$309K	0.22%	111
2017 Q1	$858K	Buy	22,065 +7,892	+56%	+$283K	0.22%	112
2016 Q4	$457K	Buy	+14,173	New	+$431K	0.22%	120

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

IFM Investors's AMAT Position: Q2 2026 in Review

IFM Investors increased its Applied Materials (AMAT) stake by 9.9% in Q2 2026, buying an estimated $7.56M and bringing the position to 182,448 shares worth $132M. The position accounts for 0.87% of the portfolio, ranked #18.

IFM Investors first reported a position in AMAT in Q4 2016 and has held it in 39 quarters since. 1,030 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

IFM Investors held 182,448 shares of Applied Materials worth $132M as of Q2 2026.
IFM Investors bought 16,379 Applied Materials shares in Q2 2026, an estimated $7.56M.
Applied Materials made up 0.87% of IFM Investors's portfolio in Q2 2026, its #18 holding.
IFM Investors first reported a position in Applied Materials in Q4 2016 and has held it in 39 quarters since.
1,030 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.