Nationale-Nederlanden Powszechne Towarzystwo Emerytalne’s Applied Materials AMAT Stock Holding History

Nationale-Nederlanden Powszechne Towarzystwo Emerytalne’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	$58.1M	Sell	80,404 -4,333	-5%	-$2M	3.18%	13
2026 Q1	$29M	Buy	84,737 +7,549	+10%	+$2.54M	2.46%	19
2025 Q4	$19.8M	Sell	77,188 -3,424	-4%	-$821K	1.76%	20
2025 Q3	$16.5M	Sell	80,612 -93,771	-54%	-$17M	1.28%	24
2025 Q2	$31.9M	Buy	174,383 +72,374	+71%	+$11.5M	3.77%	12
2025 Q1	$14.8M	Sell	102,009 -42,092	-29%	-$7.08M	3.05%	12
2024 Q4	$23.4M	Sell	144,101 -56,079	-28%	-$10.2M	2.84%	15
2024 Q3	$40.4M	Buy	+200,180	New	+$41.1M	5.61%	2

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Nationale-Nederlanden Powszechne Towarzystwo Emerytalne's AMAT Position: Q2 2026 in Review

Nationale-Nederlanden Powszechne Towarzystwo Emerytalne reduced its Applied Materials (AMAT) stake by 5.1% in Q2 2026, selling an estimated $2M and leaving 80,404 shares worth $58.1M. The position accounts for 3.18% of the portfolio, ranked #13.

Nationale-Nederlanden Powszechne Towarzystwo Emerytalne first reported a position in AMAT in Q3 2024 and has held it in 8 quarters since. 2,731 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Nationale-Nederlanden Powszechne Towarzystwo Emerytalne held 80,404 shares of Applied Materials worth $58.1M as of Q2 2026.
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne sold 4,333 Applied Materials shares in Q2 2026, an estimated $2M.
Applied Materials made up 3.18% of Nationale-Nederlanden Powszechne Towarzystwo Emerytalne's portfolio in Q2 2026, its #13 holding.
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne first reported a position in Applied Materials in Q3 2024 and has held it in 8 quarters since.
2,731 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Nationale-Nederlanden Powszechne Towarzystwo Emerytalne's 13F filing for Q2 2026, filed 7 Aug 2026.