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 Q3	$15.4M	Buy	30,203 +6,301	+26%	+$3.2M	0.62%	25
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

MUFG Securities Americas's AMAT Position: Q3 2026 in Review

MUFG Securities Americas increased its Applied Materials (AMAT) stake by 26% in Q3 2026, buying an estimated $3.2M and bringing the position to 30,203 shares worth $15.4M. The position accounts for 0.62% of the portfolio, ranked #25.

MUFG Securities Americas first reported a position in AMAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $17.3M in Q2 2026. 2,866 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

MUFG Securities Americas held 30,203 shares of Applied Materials worth $15.4M as of Q3 2026.
MUFG Securities Americas bought 6,301 Applied Materials shares in Q3 2026, an estimated $3.2M.
Applied Materials made up 0.62% of MUFG Securities Americas's portfolio in Q3 2026, its #25 holding.
MUFG Securities Americas first reported a position in Applied Materials in Q4 2024 and has held it in 8 quarters since.
MUFG Securities Americas's Applied Materials position peaked at $17.3M in Q2 2026.
2,866 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on MUFG Securities Americas's 13F filing for Q3 2026, filed 13 Nov 2026.