Meag Munich Ergo’s Applied Materials AMAT Stock Holding History

Meag Munich Ergo’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
2025 Q2	$6.62M	Buy	36,157 +27,368	+311%	+$4.34M	0.19%	84
2025 Q1	$1.28M	Sell	8,789 -11,909	-58%	-$2M	0.04%	136
2024 Q4	$3.39M	Buy	20,698 +15,133	+272%	+$2.74M	0.11%	91
2024 Q3	$1.12M	Sell	5,565 -8,689	-61%	-$1.78M	0.04%	131
2024 Q2	$3.36M	Sell	14,254 -2,895	-17%	-$621K	0.11%	94
2024 Q1	$3.54M	Sell	17,149 -194	-1%	-$35.6K	0.13%	101
2023 Q4	$2.81M	Buy	17,343 +2,818	+19%	+$414K	0.11%	103
2023 Q3	$2.01M	Buy	14,525 +13,467	+1,273%	+$1.93M	0.09%	107
2023 Q2	$153K	Sell	1,058 -6,663	-86%	-$834K	0.01%	149
2023 Q1	$948K	Buy	7,721 +1,132	+17%	+$130K	0.04%	129
2022 Q4	$642K	Hold	6,589	–	–	0.03%	172
2022 Q3	$540K	Sell	6,589 -73,980	-92%	-$7.13M	0.03%	172
2022 Q2	$7.33M	Buy	80,569 +69,481	+627%	+$7.62M	0.44%	48
2022 Q1	$1.48M	Sell	11,088 -46,670	-81%	-$6.42M	0.11%	114
2021 Q4	$9.16M	Buy	57,758 +55,230	+2,185%	+$8M	0.65%	39
2021 Q3	$325K	Sell	2,528 -31,813	-93%	-$4.32M	0.06%	168
2021 Q2	$4.89M	Sell	34,341 -12,225	-26%	-$1.64M	0.47%	69
2021 Q1	$6.22M	Buy	46,566 +17,573	+61%	+$1.94M	0.63%	36
2020 Q4	$2.52M	Sell	28,993 -5,926	-17%	-$438K	0.58%	53
2020 Q3	$2.08M	Sell	34,919 -10,732	-24%	-$663K	0.39%	70
2020 Q2	$2.76M	Sell	45,651 -9,496	-17%	-$512K	0.52%	45
2020 Q1	$2.53M	Sell	55,147 -14,388	-21%	-$826K	0.6%	48
2019 Q4	$4.24M	Sell	69,535 -13,118	-16%	-$737K	0.45%	56
2019 Q3	$4.07M	Buy	82,653 +25,817	+45%	+$1.25M	0.21%	114
2019 Q2	$2.54M	Buy	56,836 +10,307	+22%	+$434K	0.2%	111
2019 Q1	$1.79M	Buy	46,529 +9,975	+27%	+$379K	0.15%	165
2018 Q4	$1.16M	Buy	36,554 +5,671	+18%	+$194K	0.14%	195
2018 Q3	$1.18M	Sell	30,883 -14,345	-32%	-$634K	0.07%	306
2018 Q2	$2.07M	Sell	45,228 -99,496	-69%	-$5.13M	0.13%	209
2018 Q1	$7.79M	Sell	144,724 -102,664	-41%	-$5.72M	0.32%	98
2017 Q4	$12.9M	Buy	247,388 +180,691	+271%	+$9.79M	0.5%	52
2017 Q3	$3.39M	Sell	66,697 -11,021	-14%	-$498K	0.14%	161
2017 Q2	$3.21M	Buy	+77,718	New	+$3.3M	0.14%	172
2017 Q1	–	Sell	-240,965	Closed	-$7.91M	–	318
2016 Q4	$7.91M	Buy	+240,965	New	+$7.33M	0.37%	98
2013 Q3	–	Sell	-1,034,162	Closed	-$15.5M	–	245
2013 Q2	$15.5M	Buy	+1,034,162	New	+$15M	1.17%	24

Other funds holding AMAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Meag Munich Ergo's AMAT Position: Q2 2025 in Review

Meag Munich Ergo increased its Applied Materials (AMAT) stake by 311% in Q2 2025, buying an estimated $4.34M and bringing the position to 36,157 shares worth $6.62M. The position accounts for 0.19% of the portfolio, ranked #84.

Meag Munich Ergo first reported a position in AMAT in Q2 2013 and has held it in 35 quarters since. The position peaked at $15.5M in Q2 2013. 2,315 funds tracked by Wall St. Rank hold AMAT as of Q2 2025.

Meag Munich Ergo held 36,157 shares of Applied Materials worth $6.62M as of Q2 2025.
Meag Munich Ergo bought 27,368 Applied Materials shares in Q2 2025, an estimated $4.34M.
Applied Materials made up 0.19% of Meag Munich Ergo's portfolio in Q2 2025, its #84 holding.
Meag Munich Ergo first reported a position in Applied Materials in Q2 2013 and has held it in 35 quarters since.
Meag Munich Ergo's Applied Materials position peaked at $15.5M in Q2 2013.
2,315 funds tracked by Wall St. Rank held Applied Materials as of Q2 2025.

Based on Meag Munich Ergo's 13F filing for Q2 2025, filed 16 Jul 2025.