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MUFG Securities Americas’s Applied Materials AMAT Stock Holding History

MUFG Securities 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 		$17.3M Buy
23,902
+1,944
+9% +$897K 0.89% 17
2026
Q1 		$7.51M Buy
21,958
+496
+2% +$167K 0.48% 34
2025
Q4 		$5.52M Sell
21,462
-178
-0.8% -$42.7K 0.34% 48
2025
Q3 		$4.43M Buy
21,640
+3,634
+20% +$659K 0.29% 62
2025
Q2 		$3.3M Buy
18,006
+3,620
+25% +$574K 0.28% 67
2025
Q1 		$2.09M Buy
14,386
+2,216
+18% +$373K 0.24% 86
2024
Q4 		$1.98M Buy
+12,170
New +$2.21M 0.25% 78

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MUFG Securities Americas's AMAT Position: Q2 2026 in Review

MUFG Securities Americas increased its Applied Materials (AMAT) stake by 8.9% in Q2 2026, buying an estimated $897K and bringing the position to 23,902 shares worth $17.3M. The position accounts for 0.89% of the portfolio, ranked #17.

MUFG Securities Americas first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,509 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • MUFG Securities Americas held 23,902 shares of Applied Materials worth $17.3M as of Q2 2026.
  • MUFG Securities Americas bought 1,944 Applied Materials shares in Q2 2026, an estimated $897K.
  • Applied Materials made up 0.89% of MUFG Securities Americas's portfolio in Q2 2026, its #17 holding.
  • MUFG Securities Americas first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 3,509 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on MUFG Securities Americas's 13F filing for Q2 2026, filed 14 Aug 2026.