Mizuho Markets Americas’s Applied Materials AMAT Stock Holding History

Mizuho Markets Americas’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	$528K	Sell	730 -332	-31%	-$153K	0.01%	191
2026 Q1	$363K	Sell	1,062 -97,938	-99%	-$32.9M	0.01%	166
2025 Q4	$25.4M	Buy	+99,000	New	+$23.7M	0.49%	49
2025 Q1	–	Sell	-56,630	Closed	-$9.21M	–	209
2024 Q4	$9.21M	Buy	+56,630	New	+$10.3M	0.16%	91
2023 Q2	–	Sell	-32,350	Closed	-$3.97M	–	43
2023 Q1	$3.97M	Buy	+32,350	New	+$3.71M	0.16%	53

Other funds holding AMAT

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

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Mizuho Markets Americas's AMAT Position: Q2 2026 in Review

Mizuho Markets Americas reduced its Applied Materials (AMAT) stake by 31% in Q2 2026, selling an estimated $153K and leaving 730 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #191.

Mizuho Markets Americas first reported a position in AMAT in Q1 2023 and has held it in 5 quarters since. The position peaked at $25.4M in Q4 2025. 1,136 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Mizuho Markets Americas held 730 shares of Applied Materials worth $528K as of Q2 2026.
Mizuho Markets Americas sold 332 Applied Materials shares in Q2 2026, an estimated $153K.
Applied Materials made up 0.01% of Mizuho Markets Americas's portfolio in Q2 2026, its #191 holding.
Mizuho Markets Americas first reported a position in Applied Materials in Q1 2023 and has held it in 5 quarters since.
Mizuho Markets Americas's Applied Materials position peaked at $25.4M in Q4 2025.
1,136 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Mizuho Markets Americas's 13F filing for Q2 2026, filed 24 Jul 2026.