Mitsubishi UFJ Asset Management (UK)’s Applied Materials AMAT Stock Holding History

Mitsubishi UFJ Asset Management (UK)’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	$3.69M	Sell	5,100 -5,200	-50%	-$2.4M	1.71%	16
2026 Q1	$3.52M	Sell	10,300 -9,000	-47%	-$3.03M	1.82%	14
2025 Q4	$4.96M	Buy	19,300 +2,800	+17%	+$671K	2.42%	11
2025 Q3	$3.38M	Buy	+16,500	New	+$2.99M	1.63%	14
2024 Q4	–	Sell	-6,000	Closed	-$1.21M	–	113
2024 Q3	$1.21M	Buy	6,000 +4,000	+200%	+$820K	0.63%	46
2024 Q2	$472K	Sell	2,000 -5,000	-71%	-$1.07M	0.24%	82
2024 Q1	$1.44M	Sell	7,000 -5,000	-42%	-$917K	0.73%	33
2023 Q4	$1.95M	Buy	12,000 +1,000	+9%	+$147K	1.07%	26
2023 Q3	$1.52M	Sell	11,000 -3,000	-21%	-$430K	1.07%	27
2023 Q2	$2.02M	Sell	14,000 -2,000	-13%	-$250K	1.3%	23
2023 Q1	$1.97M	Buy	+16,000	New	+$1.84M	1.27%	25
2022 Q2	–	Sell	-17,000	Closed	-$2.24M	–	81
2022 Q1	$2.24M	Buy	17,000 +3,000	+21%	+$413K	1.01%	36
2021 Q4	$2.2M	Buy	14,000 +4,000	+40%	+$579K	0.94%	37
2021 Q3	$1.29M	Sell	10,000 -10,000	-50%	-$1.36M	0.54%	60
2021 Q2	$2.85M	Sell	20,000 -3,000	-13%	-$403K	1.23%	27
2021 Q1	$3.07M	Sell	23,000 -27,000	-54%	-$2.98M	1.36%	28
2020 Q4	$4.32M	Hold	50,000	–	–	1.93%	13
2020 Q3	$2.97M	Sell	50,000 -5,000	-9%	-$309K	1.46%	24
2020 Q2	$3.32M	Buy	55,000 +10,000	+22%	+$539K	1.79%	17
2020 Q1	$2.06M	Buy	45,000 +13,000	+41%	+$747K	1.54%	22
2019 Q4	$1.95M	Buy	+32,000	New	+$1.8M	0.78%	32
2018 Q2	–	Sell	-30,900	Closed	-$1.72M	–	75
2018 Q1	$1.72M	Sell	30,900 -100	-0.3%	-$5.57K	1.15%	37
2017 Q4	$1.58M	Sell	31,000 -43,800	-59%	-$2.37M	1.14%	36
2017 Q3	$3.9M	Hold	74,800	–	–	3.06%	3
2017 Q2	$3.09M	Buy	+74,800	New	+$3.18M	2.73%	10

Other funds holding AMAT

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management (UK)'s AMAT Position: Q2 2026 in Review

Mitsubishi UFJ Asset Management (UK) reduced its Applied Materials (AMAT) stake by 50% in Q2 2026, selling an estimated $2.4M and leaving 5,100 shares worth $3.69M. The position accounts for 1.71% of the portfolio, ranked #16.

Mitsubishi UFJ Asset Management (UK) first reported a position in AMAT in Q2 2017 and has held it in 25 quarters since. The position peaked at $4.96M in Q4 2025. 1,745 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Mitsubishi UFJ Asset Management (UK) held 5,100 shares of Applied Materials worth $3.69M as of Q2 2026.
Mitsubishi UFJ Asset Management (UK) sold 5,200 Applied Materials shares in Q2 2026, an estimated $2.4M.
Applied Materials made up 1.71% of Mitsubishi UFJ Asset Management (UK)'s portfolio in Q2 2026, its #16 holding.
Mitsubishi UFJ Asset Management (UK) first reported a position in Applied Materials in Q2 2017 and has held it in 25 quarters since.
Mitsubishi UFJ Asset Management (UK)'s Applied Materials position peaked at $4.96M in Q4 2025.
1,745 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Mitsubishi UFJ Asset Management (UK)'s 13F filing for Q2 2026, filed 28 Jul 2026.