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Lansforsakringar Fondforvaltning’s Applied Materials AMAT Stock Holding History

Lansforsakringar Fondforvaltning’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 		$179M Sell
248,153
-16,703
-6% -$7.71M 0.8% 19
2026
Q1 		$90.5M Buy
264,856
+7,061
+3% +$2.38M 0.47% 34
2025
Q4 		$66.3M Buy
257,795
+623
+0.2% +$149K 0.33% 51
2025
Q3 		$52.7M Buy
257,172
+6,344
+3% +$1.15M 0.27% 74
2025
Q2 		$45.9M Sell
250,828
-19,718
-7% -$3.12M 0.26% 76
2025
Q1 		$39.3M Sell
270,546
-6,380
-2% -$1.07M 0.24% 86
2024
Q4 		$45M Buy
+276,926
New +$50.2M 0.25% 78

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

Lansforsakringar Fondforvaltning's AMAT Position: Q2 2026 in Review

Lansforsakringar Fondforvaltning reduced its Applied Materials (AMAT) stake by 6.3% in Q2 2026, selling an estimated $7.71M and leaving 248,153 shares worth $179M. The position accounts for 0.8% of the portfolio, ranked #19.

Lansforsakringar Fondforvaltning 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.

  • Lansforsakringar Fondforvaltning held 248,153 shares of Applied Materials worth $179M as of Q2 2026.
  • Lansforsakringar Fondforvaltning sold 16,703 Applied Materials shares in Q2 2026, an estimated $7.71M.
  • Applied Materials made up 0.8% of Lansforsakringar Fondforvaltning's portfolio in Q2 2026, its #19 holding.
  • Lansforsakringar Fondforvaltning 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 Lansforsakringar Fondforvaltning's 13F filing for Q2 2026, filed 13 Aug 2026.