National Bank of Canada’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$36.6M Buy
+1,070
New +$360K 0.03% 343
2025
Q4
Sell
-3,840
Closed -$78.6M 2882
2025
Q3
$78.6M Buy
+3,840
New +$697K 0.08% 215
2025
Q1
Sell
-15
Closed -$244K 2834
2024
Q4
$244K Sell
15
-1,374
-99% -$249K ﹤0.01% 1571
2024
Q3
$28.1M Sell
1,389
-1,051
-43% -$216K 0.03% 421
2024
Q2
$57.9M Buy
2,440
+1,315
+117% +$282K 0.08% 207
2024
Q1
$23.6M Buy
+1,125
New +$206K 0.04% 366
2023
Q4
Sell
-2,210
Closed -$30.8M 2715
2023
Q3
$30.8M Buy
+2,210
New +$317K 0.05% 328

Other funds holding AMAT

National Bank of Canada's AMAT Position: Q1 2026 in Review

National Bank of Canada increased its Applied Materials (AMAT) stake by 19% in Q1 2026, buying an estimated $61.8M and bringing the position to 1,168,471 shares worth $399M. The position accounts for 0.36% of the portfolio, ranked #55.

National Bank of Canada first reported a position in AMAT in Q4 2021 and has held it in 18 quarters since. 2,934 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • National Bank of Canada held 1,168,471 shares of Applied Materials worth $399M as of Q1 2026.
  • National Bank of Canada bought 183,789 Applied Materials shares in Q1 2026, an estimated $61.8M.
  • Applied Materials made up 0.36% of National Bank of Canada's portfolio in Q1 2026, its #55 holding.
  • National Bank of Canada first reported a position in Applied Materials in Q4 2021 and has held it in 18 quarters since.
  • 2,934 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.