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
Q1 | $488M | Buy |
1,426,900
+179,900
| +14% | +$60.5M | 0.06% | 205 |
|
|
2025
Q4 | $320M | Sell |
1,247,000
-401,500
| -24% | -$96.3M | 0.05% | 253 |
|
|
2025
Q3 | $338M | Buy |
1,648,500
+872,700
| +112% | +$158M | 0.05% | 240 |
|
|
2025
Q2 | $142M | Buy |
775,800
+148,700
| +24% | +$23.6M | 0.03% | 357 |
|
|
2025
Q1 | $91M | Buy |
627,100
+32,200
| +5% | +$5.41M | 0.02% | 417 |
|
|
2024
Q4 | $96.7M | Sell |
594,900
-141,700
| -19% | -$25.7M | 0.02% | 435 |
|
|
2024
Q3 | $149M | Buy |
736,600
+371,800
| +102% | +$76.3M | 0.03% | 286 |
|
|
2024
Q2 | $86.1M | Sell |
364,800
-20,800
| -5% | -$4.47M | 0.02% | 447 |
|
|
2024
Q1 | $79.5M | Sell |
385,600
-263,500
| -41% | -$48.3M | 0.02% | 441 |
|
|
2023
Q4 | $105M | Sell |
649,100
-418,500
| -39% | -$61.5M | 0.03% | 377 |
|
|
2023
Q3 | $148M | Buy |
1,067,600
+507,800
| +91% | +$72.8M | 0.05% | 225 |
|
|
2023
Q2 | $80.9M | Buy |
559,800
+41,000
| +8% | +$5.13M | 0.03% | 414 |
|
|
2023
Q1 | $63.7M | Sell |
518,800
-439,700
| -46% | -$50.5M | 0.03% | 434 |
|
|
2022
Q4 | $93.3M | Buy |
958,500
+270,500
| +39% | +$26M | 0.04% | 322 |
|
|
2022
Q3 | $56.4M | Sell |
688,000
-138,900
| -17% | -$13.4M | 0.02% | 474 |
|
|
2022
Q2 | $75.2M | Buy |
826,900
+6,900
| +0.8% | +$757K | 0.03% | 387 |
|
|
2022
Q1 | $108M | Buy |
820,000
+31,400
| +4% | +$4.32M | 0.04% | 356 |
|
|
2021
Q4 | $124M | Buy |
788,600
+54,600
| +7% | +$7.91M | 0.04% | 297 |
|
|
2021
Q3 | $94.5M | Buy |
734,000
+42,500
| +6% | +$5.77M | 0.03% | 358 |
|
|
2021
Q2 | $98.5M | Sell |
691,500
-507,000
| -42% | -$68M | 0.04% | 324 |
|
|
2021
Q1 | $160M | Buy |
1,198,500
+147,500
| +14% | +$16.3M | 0.08% | 176 |
|
|
2020
Q4 | $90.7M | Sell |
1,051,000
-237,500
| -18% | -$17.6M | 0.05% | 273 |
|
|
2020
Q3 | $76.6M | Buy |
1,288,500
+436,500
| +51% | +$27M | 0.05% | 280 |
|
|
2020
Q2 | $51.5M | Buy |
852,000
+410,700
| +93% | +$22.2M | 0.04% | 347 |
|
|
2020
Q1 | $20.2M | Buy |
441,300
+261,100
| +145% | +$15M | 0.02% | 454 |
|
|
2019
Q4 | $11M | Buy |
180,200
+24,600
| +16% | +$1.38M | 0.02% | 600 |
|
|
2019
Q3 | $7.76M | Sell |
155,600
-60,600
| -28% | -$2.92M | 0.01% | 719 |
|
|
2019
Q2 | $9.71M | Sell |
216,200
-81,200
| -27% | -$3.42M | 0.02% | 640 |
|
|
2019
Q1 | $11.8M | Buy |
297,400
+58,400
| +24% | +$2.22M | 0.02% | 606 |
|
|
2018
Q4 | $7.83M | Buy |
239,000
+19,900
| +9% | +$682K | 0.02% | 700 |
|
|
2018
Q3 | $8.47M | Buy |
219,100
+16,500
| +8% | +$730K | 0.02% | 710 |
|
|
2018
Q2 | $9.36M | Sell |
202,600
-343,600
| -63% | -$17.7M | 0.02% | 645 |
|
|
2018
Q1 | $30.4M | Buy |
546,200
+406,000
| +290% | +$22.6M | 0.08% | 190 |
|
|
2017
Q4 | $7.17M | Sell |
140,200
-114,400
| -45% | -$6.2M | 0.02% | 663 |
|
|
2017
Q3 | $13.3M | Buy |
254,600
+214,500
| +535% | +$9.7M | 0.04% | 417 |
|
|
2017
Q2 | $1.66M | Sell |
40,100
-7,200
| -15% | -$306K | 0.01% | 1673 |
|
|
2017
Q1 | $1.84M | Sell |
47,300
-93,200
| -66% | -$3.35M | 0.01% | 1452 |
|
|
2016
Q4 | $4.53M | Buy |
140,500
+101,500
| +260% | +$3.09M | 0.02% | 738 |
|
|
2016
Q3 | $1.18M | Sell |
39,000
-77,300
| -66% | -$2.16M | 0.01% | 1768 |
|
|
2016
Q2 | $2.79M | Buy |
116,300
+87,500
| +304% | +$1.93M | 0.01% | 983 |
|
|
2016
Q1 | $610K | Sell |
28,800
-5,800
| -17% | -$106K | ﹤0.01% | 2390 |
|
|
2015
Q4 | $646K | Sell |
34,600
-11,000
| -24% | -$191K | ﹤0.01% | 2197 |
|
|
2015
Q3 | $670K | Sell |
45,600
-16,100
| -26% | -$269K | ﹤0.01% | 1999 |
|
|
2015
Q2 | $1.19M | Buy |
+61,700
| New | +$1.27M | 0.01% | 1402 |
|
|
2015
Q1 | – | Sell |
-10,800
| Closed | -$269K | – | 3083 |
|
|
2014
Q4 | $269K | Buy |
+10,800
| New | +$244K | ﹤0.01% | 1967 |
|
Other funds holding AMAT
VCM
VPM
Jane Street's AMAT Position: Q1 2026 in Review
Jane Street increased its Applied Materials (AMAT) stake by 71% in Q1 2026, buying an estimated $167M and bringing the position to 1,192,278 shares worth $408M. The position accounts for 0.05% of the portfolio, ranked #240.
Jane Street first reported a position in AMAT in Q2 2014 and has held it in 46 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.
- Jane Street held 1,192,278 shares of Applied Materials worth $408M as of Q1 2026.
- Jane Street bought 495,637 Applied Materials shares in Q1 2026, an estimated $167M.
- Applied Materials made up 0.05% of Jane Street's portfolio in Q1 2026, its #240 holding.
- Jane Street first reported a position in Applied Materials in Q2 2014 and has held it in 46 quarters since.
- 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.
Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.