Jane Street’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $252M | Sell |
348,550
-843,728
| -71% | -$389M | 0.02% | 486 |
|
|
2026
Q1 | $408M | Buy |
1,192,278
+495,637
| +71% | +$167M | 0.05% | 240 |
|
|
2025
Q4 | $179M | Buy |
696,641
+546,998
| +366% | +$131M | 0.03% | 387 |
|
|
2025
Q3 | $30.6M | Sell |
149,643
-504,038
| -77% | -$91.5M | ﹤0.01% | 1279 |
|
|
2025
Q2 | $120M | Sell |
653,681
-464,988
| -42% | -$73.7M | 0.02% | 412 |
|
|
2025
Q1 | $162M | Buy |
1,118,669
+937,808
| +519% | +$158M | 0.04% | 264 |
|
|
2024
Q4 | $29.4M | Sell |
180,861
-190,181
| -51% | -$34.5M | 0.01% | 991 |
|
|
2024
Q3 | $75M | Buy |
371,042
+37,236
| +11% | +$7.64M | 0.02% | 503 |
|
|
2024
Q2 | $78.8M | Sell |
333,806
-109,492
| -25% | -$23.5M | 0.02% | 486 |
|
|
2024
Q1 | $91.4M | Buy |
443,298
+271,817
| +159% | +$49.9M | 0.02% | 396 |
|
|
2023
Q4 | $27.8M | Sell |
171,481
-251,810
| -59% | -$37M | 0.01% | 1017 |
|
|
2023
Q3 | $58.6M | Buy |
423,291
+40,308
| +11% | +$5.78M | 0.02% | 494 |
|
|
2023
Q2 | $55.4M | Sell |
382,983
-19,575
| -5% | -$2.45M | 0.02% | 552 |
|
|
2023
Q1 | $49.4M | Sell |
402,558
-57,296
| -12% | -$6.58M | 0.02% | 531 |
|
|
2022
Q4 | $44.8M | Buy |
459,854
+105,072
| +30% | +$10.1M | 0.02% | 579 |
|
|
2022
Q3 | $29.1M | Buy |
354,782
+46,984
| +15% | +$4.53M | 0.01% | 806 |
|
|
2022
Q2 | $28M | Buy |
307,798
+8,805
| +3% | +$966K | 0.01% | 873 |
|
|
2022
Q1 | $39.4M | Sell |
298,993
-42,172
| -12% | -$5.81M | 0.01% | 805 |
|
|
2021
Q4 | $53.7M | Sell |
341,165
-130,826
| -28% | -$19M | 0.02% | 619 |
|
|
2021
Q3 | $60.8M | Buy |
471,991
+254,314
| +117% | +$34.5M | 0.02% | 524 |
|
|
2021
Q2 | $31M | Sell |
217,677
-103,316
| -32% | -$13.9M | 0.01% | 788 |
|
|
2021
Q1 | $42.9M | Buy |
320,993
+249,905
| +352% | +$27.6M | 0.02% | 546 |
|
|
2020
Q4 | $6.13M | Sell |
71,088
-173,253
| -71% | -$12.8M | ﹤0.01% | 1886 |
|
|
2020
Q3 | $14.5M | Buy |
244,341
+147,742
| +153% | +$9.13M | 0.01% | 950 |
|
|
2020
Q2 | $5.84M | Buy |
96,599
+29,920
| +45% | +$1.61M | ﹤0.01% | 1679 |
|
|
2020
Q1 | $3.06M | Buy |
66,679
+56,181
| +535% | +$3.23M | ﹤0.01% | 1603 |
|
|
2019
Q4 | $640K | Sell |
10,498
-40,872
| -80% | -$2.3M | ﹤0.01% | 3378 |
|
|
2019
Q3 | $2.56M | Sell |
51,370
-336,902
| -87% | -$16.3M | ﹤0.01% | 1552 |
|
|
2019
Q2 | $17.4M | Buy |
388,272
+144,835
| +59% | +$6.1M | 0.03% | 412 |
|
|
2019
Q1 | $9.65M | Sell |
243,437
-87,156
| -26% | -$3.31M | 0.02% | 710 |
|
|
2018
Q4 | $10.8M | Buy |
330,593
+175,183
| +113% | +$6.01M | 0.02% | 540 |
|
|
2018
Q3 | $6.01M | Sell |
155,410
-238,319
| -61% | -$10.5M | 0.01% | 911 |
|
|
2018
Q2 | $18.2M | Sell |
393,729
-16,422
| -4% | -$847K | 0.04% | 339 |
|
|
2018
Q1 | $22.8M | Sell |
410,151
-216,529
| -35% | -$12.1M | 0.06% | 259 |
|
|
2017
Q4 | $32M | Buy |
626,680
+362,050
| +137% | +$19.6M | 0.09% | 193 |
|
|
2017
Q3 | $13.8M | Buy |
264,630
+148,062
| +127% | +$6.7M | 0.04% | 397 |
|
|
2017
Q2 | $4.82M | Buy |
116,568
+67,876
| +139% | +$2.88M | 0.02% | 799 |
|
|
2017
Q1 | $1.89M | Sell |
48,692
-32,073
| -40% | -$1.15M | 0.01% | 1419 |
|
|
2016
Q4 | $2.61M | Sell |
80,765
-76,924
| -49% | -$2.34M | 0.01% | 1085 |
|
|
2016
Q3 | $4.75M | Buy |
157,689
+109,070
| +224% | +$3.04M | 0.02% | 615 |
|
|
2016
Q2 | $1.17M | Sell |
48,619
-40,276
| -45% | -$888K | 0.01% | 1822 |
|
|
2016
Q1 | $1.88M | Buy |
88,895
+45,124
| +103% | +$823K | 0.01% | 1244 |
|
|
2015
Q4 | $817K | Buy |
+43,771
| New | +$760K | 0.01% | 1962 |
|
|
2015
Q3 | – | Sell |
-70,775
| Closed | -$1.18M | – | 3525 |
|
|
2015
Q2 | $1.36M | Sell |
70,775
-5,570
| -7% | -$114K | 0.01% | 1293 |
|
|
2015
Q1 | $1.72M | Buy |
76,345
+45,606
| +148% | +$1.09M | 0.01% | 977 |
|
|
2014
Q4 | $766K | Buy |
+30,739
| New | +$694K | 0.01% | 1213 |
|
|
2014
Q3 | – | Sell |
-16,673
| Closed | -$376K | – | 2501 |
|
|
2014
Q2 | $376K | Buy |
+16,673
| New | +$340K | ﹤0.01% | 1644 |
|
Other funds holding AMAT
Jane Street's AMAT Position: Q2 2026 in Review
Jane Street reduced its Applied Materials (AMAT) stake by 71% in Q2 2026, selling an estimated $389M and leaving 348,550 shares worth $252M. The position accounts for 0.02% of the portfolio, ranked #486.
Jane Street first reported a position in AMAT in Q2 2014 and has held it in 47 quarters since. The position peaked at $408M in Q1 2026. 3,348 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Jane Street held 348,550 shares of Applied Materials worth $252M as of Q2 2026.
- Jane Street sold 843,728 Applied Materials shares in Q2 2026, an estimated $389M.
- Applied Materials made up 0.02% of Jane Street's portfolio in Q2 2026, its #486 holding.
- Jane Street first reported a position in Applied Materials in Q2 2014 and has held it in 47 quarters since.
- Jane Street's Applied Materials position peaked at $408M in Q1 2026.
- 3,348 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Jane Street's 13F filing for Q2 2026, filed 14 Aug 2026.