LFRG
AMAT icon

Lazard Frères Gestion’s Applied Materials AMAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$105M Buy
571,617
+79,043
+16% +$14.5M 2.19% 13
2025
Q1
$71.5M Buy
492,574
+6,373
+1% +$925K 1.74% 19
2024
Q4
$79.1M Buy
486,201
+74,118
+18% +$12.1M 1.58% 20
2024
Q3
$83.3M Buy
412,083
+80,545
+24% +$16.3M 1.76% 20
2024
Q2
$75.1M Sell
331,538
-8,291
-2% -$1.88M 1.73% 19
2024
Q1
$67.1M Buy
339,829
+20,211
+6% +$3.99M 1.66% 23
2023
Q4
$49M Buy
319,618
+1,501
+0.5% +$230K 1.41% 27
2023
Q3
$42.6M Buy
318,117
+126,527
+66% +$17M 1.35% 26
2023
Q2
$26.5M Buy
191,590
+120,678
+170% +$16.7M 0.81% 40
2023
Q1
$7.75M Buy
+70,912
New +$7.75M 0.29% 42