Mitsubishi UFJ Morgan Stanley Securities’s Applied Materials AMAT Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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	$3.88M	Buy	5,365 +4,442	+481%	+$2.05M	11.86%	1
2026 Q1	$315K	Buy	+923	New	+$310K	0.78%	29
2023 Q1	–	Sell	-60	Closed	-$6K	–	24
2022 Q4	$6K	Sell	60 -70	-54%	-$6.72K	0.05%	140
2022 Q3	$11K	Hold	130	–	–	0.15%	100
2022 Q2	$12K	Hold	130	–	–	0.02%	102
2022 Q1	$17K	Sell	130 -410	-76%	-$56.4K	0.01%	88
2021 Q4	$85K	Buy	+540	New	+$78.2K	0.04%	60
2014 Q4	$1K	Buy	+40	New	+$903	﹤0.01%	275
2014 Q2	–	Sell	-2,500	Closed	-$51K	–	237
2014 Q1	$51K	Buy	+2,500	New	+$45.9K	0.14%	48
2013 Q3	–	Sell	-1,800	Closed	-$27K	–	252
2013 Q2	$27K	Buy	+1,800	New	+$26.1K	0.09%	129

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's AMAT Position: Q2 2026 in Review

Mitsubishi UFJ Morgan Stanley Securities increased its Applied Materials (AMAT) stake by 481% in Q2 2026, buying an estimated $2.05M and bringing the position to 5,365 shares worth $3.88M. The position accounts for 11.86% of the portfolio, ranked #1.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in AMAT in Q2 2013 and has held it in 10 quarters since. 3,491 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Mitsubishi UFJ Morgan Stanley Securities held 5,365 shares of Applied Materials worth $3.88M as of Q2 2026.
Mitsubishi UFJ Morgan Stanley Securities bought 4,442 Applied Materials shares in Q2 2026, an estimated $2.05M.
Applied Materials made up 11.86% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q2 2026, its #1 holding.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Applied Materials in Q2 2013 and has held it in 10 quarters since.
3,491 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2026, filed 15 Jul 2026.