Ninety One (UK)’s Applied Materials AMAT Stock Holding History

Ninety One (UK)’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	$115K	Buy	+159	New	+$73.4K	﹤0.01%	245
2025 Q4	–	Sell	-150,137	Closed	-$30.7M	–	227
2025 Q3	$30.7M	Buy	150,137 +44	+0%	+$7.98K	0.07%	116
2025 Q2	$27.5M	Buy	+150,093	New	+$23.8M	0.06%	116
2023 Q3	–	Sell	-45,650	Closed	-$6.6M	–	180
2023 Q2	$6.6M	Sell	45,650 -214	-0.5%	-$26.8K	0.02%	161
2023 Q1	$5.63M	Hold	45,864	–	–	0.02%	160
2022 Q4	$4.47M	Buy	45,864 +19,266	+72%	+$1.85M	0.01%	170
2022 Q3	$2.18M	Hold	26,598	–	–	0.01%	174
2022 Q2	$2.42M	Sell	26,598 -7,249	-21%	-$795K	0.01%	173
2022 Q1	$4.46M	Sell	33,847 -70,490	-68%	-$9.7M	0.01%	178
2021 Q4	$16.4M	Hold	104,337	–	–	0.04%	157
2021 Q3	$13.4M	Sell	104,337 -43,136	-29%	-$5.86M	0.03%	168
2021 Q2	$21M	Sell	147,473 -39,604	-21%	-$5.31M	0.05%	158
2021 Q1	$25M	Hold	187,077	–	–	0.07%	151
2020 Q4	$16.1M	Hold	187,077	–	–	0.05%	164
2020 Q3	$11.1M	Buy	+187,077	New	+$11.6M	0.04%	171

Other funds holding AMAT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ninety One (UK)'s AMAT Position: Q2 2026 in Review

Ninety One (UK) opened a new position in Applied Materials (AMAT) in Q2 2026: 159 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #245 among its holdings. This is a return to the name: Ninety One (UK) previously reported a position in AMAT as recently as Q3 2025.

Ninety One (UK) first reported a position in AMAT in Q3 2020 and has held it in 15 quarters since. The position peaked at $30.7M in Q3 2025. 3,498 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Ninety One (UK) held 159 shares of Applied Materials worth $115K as of Q2 2026.
Applied Materials was a new Ninety One (UK) position in Q2 2026.
Applied Materials made up ﹤0.01% of Ninety One (UK)'s portfolio in Q2 2026, its #245 holding.
Ninety One (UK) first reported a position in Applied Materials in Q3 2020 and has held it in 15 quarters since.
Ninety One (UK)'s Applied Materials position peaked at $30.7M in Q3 2025.
3,498 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Ninety One (UK)'s 13F filing for Q2 2026, filed 16 Jul 2026.