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 | $585M | Buy |
1,712,300
+1,400
| +0.1% | +$471K | 0.08% | 169 |
|
|
2025
Q4 | $440M | Sell |
1,710,900
-690,800
| -29% | -$166M | 0.07% | 197 |
|
|
2025
Q3 | $492M | Buy |
2,401,700
+967,300
| +67% | +$176M | 0.07% | 170 |
|
|
2025
Q2 | $263M | Buy |
1,434,400
+65,400
| +5% | +$10.4M | 0.05% | 229 |
|
|
2025
Q1 | $199M | Sell |
1,369,000
-222,300
| -14% | -$37.4M | 0.05% | 231 |
|
|
2024
Q4 | $259M | Buy |
1,591,300
+260,700
| +20% | +$47.2M | 0.06% | 196 |
|
|
2024
Q3 | $269M | Buy |
1,330,600
+401,000
| +43% | +$82.2M | 0.06% | 171 |
|
|
2024
Q2 | $219M | Sell |
929,600
-460,600
| -33% | -$98.9M | 0.05% | 204 |
|
|
2024
Q1 | $287M | Buy |
1,390,200
+7,200
| +0.5% | +$1.32M | 0.06% | 160 |
|
|
2023
Q4 | $224M | Sell |
1,383,000
-146,000
| -10% | -$21.5M | 0.06% | 198 |
|
|
2023
Q3 | $212M | Buy |
1,529,000
+920,000
| +151% | +$132M | 0.07% | 151 |
|
|
2023
Q2 | $88M | Buy |
609,000
+26,800
| +5% | +$3.35M | 0.03% | 379 |
|
|
2023
Q1 | $71.5M | Sell |
582,200
-517,500
| -47% | -$59.4M | 0.03% | 390 |
|
|
2022
Q4 | $107M | Buy |
1,099,700
+284,800
| +35% | +$27.3M | 0.05% | 276 |
|
|
2022
Q3 | $66.8M | Buy |
814,900
+52,100
| +7% | +$5.02M | 0.03% | 398 |
|
|
2022
Q2 | $69.4M | Sell |
762,800
-280,100
| -27% | -$30.7M | 0.03% | 414 |
|
|
2022
Q1 | $137M | Sell |
1,042,900
-559,000
| -35% | -$77M | 0.04% | 268 |
|
|
2021
Q4 | $252M | Sell |
1,601,900
-399,800
| -20% | -$57.9M | 0.08% | 141 |
|
|
2021
Q3 | $258M | Buy |
2,001,700
+1,061,100
| +113% | +$144M | 0.09% | 125 |
|
|
2021
Q2 | $134M | Buy |
940,600
+214,700
| +30% | +$28.8M | 0.05% | 249 |
|
|
2021
Q1 | $97M | Buy |
725,900
+165,200
| +29% | +$18.2M | 0.05% | 280 |
|
|
2020
Q4 | $48.4M | Sell |
560,700
-512,200
| -48% | -$37.9M | 0.02% | 464 |
|
|
2020
Q3 | $63.8M | Buy |
1,072,900
+723,000
| +207% | +$44.7M | 0.04% | 323 |
|
|
2020
Q2 | $21.2M | Buy |
349,900
+198,000
| +130% | +$10.7M | 0.02% | 718 |
|
|
2020
Q1 | $6.96M | Buy |
151,900
+65,500
| +76% | +$3.76M | 0.01% | 983 |
|
|
2019
Q4 | $5.27M | Buy |
86,400
+24,800
| +40% | +$1.39M | 0.01% | 1050 |
|
|
2019
Q3 | $3.07M | Buy |
61,600
+3,700
| +6% | +$179K | 0.01% | 1381 |
|
|
2019
Q2 | $2.6M | Sell |
57,900
-30,400
| -34% | -$1.28M | ﹤0.01% | 1614 |
|
|
2019
Q1 | $3.5M | Sell |
88,300
-74,500
| -46% | -$2.83M | 0.01% | 1451 |
|
|
2018
Q4 | $5.33M | Buy |
162,800
+20,100
| +14% | +$689K | 0.01% | 909 |
|
|
2018
Q3 | $5.51M | Sell |
142,700
-170,600
| -54% | -$7.55M | 0.01% | 970 |
|
|
2018
Q2 | $14.5M | Sell |
313,300
-170,400
| -35% | -$8.78M | 0.03% | 432 |
|
|
2018
Q1 | $26.9M | Buy |
483,700
+150,700
| +45% | +$8.39M | 0.07% | 221 |
|
|
2017
Q4 | $17M | Buy |
333,000
+295,800
| +795% | +$16M | 0.05% | 332 |
|
|
2017
Q3 | $1.94M | Sell |
37,200
-11,100
| -23% | -$502K | 0.01% | 1627 |
|
|
2017
Q2 | $2M | Buy |
48,300
+42,900
| +794% | +$1.82M | 0.01% | 1502 |
|
|
2017
Q1 | $210K | Sell |
5,400
-5,000
| -48% | -$180K | ﹤0.01% | 3813 |
|
|
2016
Q4 | $336K | Buy |
10,400
+2,900
| +39% | +$88.2K | ﹤0.01% | 3245 |
|
|
2016
Q3 | $226K | Sell |
7,500
-41,000
| -85% | -$1.14M | ﹤0.01% | 3580 |
|
|
2016
Q2 | $1.16M | Sell |
48,500
-14,600
| -23% | -$322K | 0.01% | 1825 |
|
|
2016
Q1 | $1.34M | Buy |
+63,100
| New | +$1.15M | 0.01% | 1572 |
|
|
2015
Q4 | – | Sell |
-23,000
| Closed | -$338K | – | 3945 |
|
|
2015
Q3 | $338K | Sell |
23,000
-2,800
| -11% | -$46.8K | ﹤0.01% | 2674 |
|
|
2015
Q2 | $496K | Buy |
+25,800
| New | +$530K | ﹤0.01% | 2302 |
|
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.