Lazard Frères Gestion’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Lazard Frères Gestion's AMAT Position: Q2 2026 in Review
Lazard Frères Gestion reduced its Applied Materials (AMAT) stake by 18% in Q2 2026, selling an estimated $37M and leaving 363,875 shares worth $263M. The position accounts for 4.56% of the portfolio, ranked #7.
Lazard Frères Gestion first reported a position in AMAT in Q1 2023 and has held it in 14 quarters since. 3,508 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Lazard Frères Gestion held 363,875 shares of Applied Materials worth $263M as of Q2 2026.
- Lazard Frères Gestion sold 80,156 Applied Materials shares in Q2 2026, an estimated $37M.
- Applied Materials made up 4.56% of Lazard Frères Gestion's portfolio in Q2 2026, its #7 holding.
- Lazard Frères Gestion first reported a position in Applied Materials in Q1 2023 and has held it in 14 quarters since.
- 3,508 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Lazard Frères Gestion's 13F filing for Q2 2026, filed 6 Aug 2026.