KK
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KLP Kapitalforvaltning’s Applied Materials AMAT Stock Holding History

KLP Kapitalforvaltning’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 		$283M Buy
391,701
+27,560
+8% +$12.7M 0.91% 16
2026
Q1 		$124M Buy
364,141
+10,800
+3% +$3.63M 0.49% 32
2025
Q4 		$90.8M Sell
353,341
-15,600
-4% -$3.74M 0.35% 44
2025
Q3 		$75.5M Sell
368,941
-3,100
-0.8% -$562K 0.3% 55
2025
Q2 		$68.1M Buy
372,041
+12,200
+3% +$1.93M 0.29% 59
2025
Q1 		$52.2M Sell
359,841
-22,300
-6% -$3.75M 0.26% 73
2024
Q4 		$62.1M Buy
+382,141
New +$69.3M 0.29% 56

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

KLP Kapitalforvaltning's AMAT Position: Q2 2026 in Review

KLP Kapitalforvaltning increased its Applied Materials (AMAT) stake by 7.6% in Q2 2026, buying an estimated $12.7M and bringing the position to 391,701 shares worth $283M. The position accounts for 0.91% of the portfolio, ranked #16.

KLP Kapitalforvaltning first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • KLP Kapitalforvaltning held 391,701 shares of Applied Materials worth $283M as of Q2 2026.
  • KLP Kapitalforvaltning bought 27,560 Applied Materials shares in Q2 2026, an estimated $12.7M.
  • Applied Materials made up 0.91% of KLP Kapitalforvaltning's portfolio in Q2 2026, its #16 holding.
  • KLP Kapitalforvaltning first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q2 2026, filed 12 Aug 2026.