Ilmarinen Mutual Pension Insurance’s Applied Materials AMAT Stock Holding History

Ilmarinen Mutual Pension Insurance’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	$82.5M	Buy	114,103 +13,537	+13%	+$6.25M	0.56%	22
2026 Q1	$34.4M	Buy	+100,566	New	+$33.8M	0.27%	37
2025 Q1	–	Sell	-45,000	Closed	-$7.32M	–	302
2024 Q4	$7.32M	Buy	+45,000	New	+$8.16M	0.06%	159
2022 Q4	–	Sell	-75,000	Closed	-$6.14M	–	254
2022 Q3	$6.14M	Hold	75,000	–	–	0.1%	116
2022 Q2	$6.82M	Hold	75,000	–	–	0.11%	107
2022 Q1	$9.88M	Hold	75,000	–	–	0.13%	86
2021 Q4	$11.8M	Hold	75,000	–	–	0.14%	89
2021 Q3	$9.65M	Hold	75,000	–	–	0.1%	95
2021 Q2	$10.7M	Sell	75,000 -125,000	-63%	-$16.8M	0.11%	89
2021 Q1	$26.7M	Sell	200,000 -50,000	-20%	-$5.51M	0.31%	29
2020 Q4	$21.6M	Hold	250,000	–	–	0.25%	37
2020 Q3	$14.9M	Hold	250,000	–	–	0.19%	47
2020 Q2	$15.1M	Buy	250,000 +50,000	+25%	+$2.7M	0.22%	47
2020 Q1	$9.16M	Buy	200,000 +50,000	+33%	+$2.87M	0.18%	58
2019 Q4	$9.16M	Hold	150,000	–	–	0.15%	80
2019 Q3	$7.49M	Buy	+150,000	New	+$7.24M	0.14%	88

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ilmarinen Mutual Pension Insurance's AMAT Position: Q2 2026 in Review

Ilmarinen Mutual Pension Insurance increased its Applied Materials (AMAT) stake by 13% in Q2 2026, buying an estimated $6.25M and bringing the position to 114,103 shares worth $82.5M. The position accounts for 0.56% of the portfolio, ranked #22.

Ilmarinen Mutual Pension Insurance first reported a position in AMAT in Q3 2019 and has held it in 16 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Ilmarinen Mutual Pension Insurance held 114,103 shares of Applied Materials worth $82.5M as of Q2 2026.
Ilmarinen Mutual Pension Insurance bought 13,537 Applied Materials shares in Q2 2026, an estimated $6.25M.
Applied Materials made up 0.56% of Ilmarinen Mutual Pension Insurance's portfolio in Q2 2026, its #22 holding.
Ilmarinen Mutual Pension Insurance first reported a position in Applied Materials in Q3 2019 and has held it in 16 quarters since.
3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Ilmarinen Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.