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
Q2 		$2.66M Sell
3,686
-13,579
-79% -$6.27M 0.01% 282
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 $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 $3.37T AUM 44.26% 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

M&G plc's AMAT Position: Q2 2026 in Review

M&G plc reduced its Applied Materials (AMAT) stake by 79% in Q2 2026, selling an estimated $6.27M and leaving 3,686 shares worth $2.66M. The position accounts for 0.01% of the portfolio, ranked #282.

M&G plc first reported a position in AMAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.9M in Q1 2026. 3,501 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • M&G plc held 3,686 shares of Applied Materials worth $2.66M as of Q2 2026.
  • M&G plc sold 13,579 Applied Materials shares in Q2 2026, an estimated $6.27M.
  • Applied Materials made up 0.01% of M&G plc's portfolio in Q2 2026, its #282 holding.
  • M&G plc first reported a position in Applied Materials in Q1 2024 and has held it in 10 quarters since.
  • M&G plc's Applied Materials position peaked at $5.9M in Q1 2026.
  • 3,501 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on M&G plc's 13F filing for Q2 2026, filed 6 Aug 2026.