MN Services Vermogensbeheer’s Applied Materials AMAT Stock Holding History

MN Services Vermogensbeheer’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 Q1	$107M	Sell	314,312 -300	-0.1%	-$101K	0.71%	24
2025 Q4	$80.9M	Buy	314,612 +7,350	+2%	+$1.76M	0.5%	34
2025 Q3	$62.9M	Buy	307,262 +3,500	+1%	+$635K	0.41%	49
2025 Q2	$55.6M	Sell	303,762 -700	-0.2%	-$111K	0.39%	53
2025 Q1	$44.2M	Sell	304,462 -23,800	-7%	-$4M	0.34%	64
2024 Q4	$53.4M	Buy	328,262 +6,800	+2%	+$1.23M	0.36%	55
2024 Q3	$65M	Sell	321,462 -7,100	-2%	-$1.46M	0.46%	45
2024 Q2	$77.5M	Sell	328,562 -7,500	-2%	-$1.61M	0.56%	31
2024 Q1	$69.3M	Sell	336,062 -63,700	-16%	-$11.7M	0.5%	43
2023 Q4	$64.8M	Sell	399,762 -12,300	-3%	-$1.81M	0.58%	44
2023 Q3	$57M	Buy	412,062 +6,700	+2%	+$961K	0.55%	45
2023 Q2	$58.6M	Sell	405,362 -34,900	-8%	-$4.37M	0.55%	45
2023 Q1	$54.1M	Buy	440,262 +13,200	+3%	+$1.52M	0.56%	47
2022 Q4	$41.6M	Sell	427,062 -63,700	-13%	-$6.11M	0.47%	55
2022 Q3	$40.2M	Sell	490,762 -26,000	-5%	-$2.51M	0.42%	60
2022 Q2	$47M	Sell	516,762 -139,900	-21%	-$15.3M	0.44%	54
2022 Q1	$86.5M	Sell	656,662 -43,800	-6%	-$6.03M	0.58%	47
2021 Q4	$110M	Buy	700,462 +14,300	+2%	+$2.07M	0.65%	39
2021 Q3	$88.3M	Buy	686,162 +13,200	+2%	+$1.79M	0.55%	49
2021 Q2	$80.8M	Buy	+672,962	New	+$90.3M	0.63%	44
2020 Q4	$69.8M	Buy	808,762 +13,900	+2%	+$1.03M	0.49%	54
2020 Q3	$47.3M	Buy	794,862 +12,300	+2%	+$760K	0.37%	75
2020 Q2	$47.3M	Sell	782,562 -29,300	-4%	-$1.58M	0.4%	71
2020 Q1	$37.2M	Sell	811,862 -51,100	-6%	-$2.94M	0.42%	66
2019 Q4	$52.7M	Buy	862,962 +21,600	+3%	+$1.21M	0.45%	60
2019 Q3	$42M	Buy	841,362 +355,367	+73%	+$17.2M	0.39%	72
2019 Q2	$21.8M	Sell	485,995 -82,800	-15%	-$3.49M	0.26%	93
2019 Q1	$22.6M	Buy	568,795 +5,500	+1%	+$209K	0.26%	93
2018 Q4	$16.1M	Buy	563,295 +401,562	+248%	+$13.8M	0.24%	93
2018 Q3	$6.25M	Sell	161,733 -5,500	-3%	-$243K	0.15%	154
2018 Q2	$7.72M	Hold	167,233	–	–	0.19%	119
2018 Q1	$9.3M	Hold	167,233	–	–	0.24%	93
2017 Q4	$7.12M	Sell	167,233 -10,000	-6%	-$542K	0.22%	98
2017 Q3	$9.23M	Sell	177,233 -2,900	-2%	-$131K	0.24%	92
2017 Q2	$7.44M	Buy	180,133 +151,307	+525%	+$6.43M	0.2%	118
2017 Q1	$1.05M	Buy	28,826 +928	+3%	+$33.3K	0.2%	113
2016 Q4	$854K	Hold	27,898	–	–	0.17%	131
2016 Q3	$841K	Sell	27,898 -667	-2%	-$18.6K	0.17%	138
2016 Q2	$616K	Sell	28,565 -1,439	-5%	-$31.7K	0.14%	158
2016 Q1	$558K	Buy	+30,004	New	+$547K	0.13%	179

Other funds holding AMAT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

MN Services Vermogensbeheer's AMAT Position: Q1 2026 in Review

MN Services Vermogensbeheer reduced its Applied Materials (AMAT) stake by 0.1% in Q1 2026, selling an estimated $101K and leaving 314,312 shares worth $107M. The position accounts for 0.71% of the portfolio, ranked #24.

MN Services Vermogensbeheer first reported a position in AMAT in Q1 2016 and has held it in 40 quarters since. The position peaked at $110M in Q4 2021. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

MN Services Vermogensbeheer held 314,312 shares of Applied Materials worth $107M as of Q1 2026.
MN Services Vermogensbeheer sold 300 Applied Materials shares in Q1 2026, an estimated $101K.
Applied Materials made up 0.71% of MN Services Vermogensbeheer's portfolio in Q1 2026, its #24 holding.
MN Services Vermogensbeheer first reported a position in Applied Materials in Q1 2016 and has held it in 40 quarters since.
MN Services Vermogensbeheer's Applied Materials position peaked at $110M in Q4 2021.
2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on MN Services Vermogensbeheer's 13F filing for Q1 2026, filed 30 Apr 2026.