MGP
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M&G plc’s Applied Materials AMAT Stock Holding History

M&G plc’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
Q1 		$5.9M Hold
17,265
– – 0.03% 260
2025
Q4 		$4.44M Sell
17,265
-91
-0.5% -$21.8K 0.02% 274
2025
Q3 		$3.56M Sell
17,356
-4,333
-20% -$786K 0.02% 289
2025
Q2 		$3.97M Sell
21,689
-266
-1% -$42.1K 0.02% 280
2025
Q1 		$3.18M Buy
21,955
+5,763
+36% +$969K 0.02% 295
2024
Q4 		$2.64M Buy
16,192
+36
+0.2% +$6.52K 0.02% 309
2024
Q3 		$3.26M Buy
16,156
+6,786
+72% +$1.39M 0.01% 295
2024
Q2 		$2.21M Sell
9,370
-3,468
-27% -$744K 0.01% 307
2024
Q1 		$2.64M Buy
+12,838
New +$2.36M 0.01% 318

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

M&G plc's AMAT Position: Q1 2026 in Review

M&G plc held its Applied Materials (AMAT) position steady in Q1 2026 at 17,265 shares worth $5.9M. The position accounts for 0.03% of the portfolio, ranked #260.

M&G plc first reported a position in AMAT in Q1 2024 and has held it in 9 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • M&G plc held 17,265 shares of Applied Materials worth $5.9M as of Q1 2026.
  • M&G plc left its Applied Materials share count unchanged in Q1 2026.
  • Applied Materials made up 0.03% of M&G plc's portfolio in Q1 2026, its #260 holding.
  • M&G plc first reported a position in Applied Materials in Q1 2024 and has held it in 9 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on M&G plc's 13F filing for Q1 2026, filed 13 May 2026.