Nomura Asset Management’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
Q2 | $918M | Buy |
1,269,847
+72,669
| +6% | +$33.5M | 1.97% | 8 |
|
|
2026
Q1 | $409M | Buy |
1,197,178
+468,533
| +64% | +$158M | 1.06% | 10 |
|
|
2025
Q4 | $187M | Buy |
728,645
+208,999
| +40% | +$50.1M | 0.47% | 28 |
|
|
2025
Q3 | $106M | Sell |
519,646
-68,070
| -12% | -$12.4M | 0.28% | 64 |
|
|
2025
Q2 | $108M | Sell |
587,716
-279,100
| -32% | -$44.2M | 0.3% | 63 |
|
|
2025
Q1 | $126M | Sell |
866,816
-182,048
| -17% | -$30.6M | 0.39% | 51 |
|
|
2024
Q4 | $171M | Sell |
1,048,864
-469,791
| -31% | -$85.1M | 0.51% | 29 |
|
|
2024
Q3 | $307M | Buy |
1,518,655
+376,191
| +33% | +$77.2M | 0.95% | 11 |
|
|
2024
Q2 | $271M | Buy |
1,142,464
+138,175
| +14% | +$29.7M | 0.92% | 14 |
|
|
2024
Q1 | $207M | Buy |
1,004,289
+234,374
| +30% | +$43M | 0.75% | 18 |
|
|
2023
Q4 | $125M | Buy |
769,915
+89,750
| +13% | +$13.2M | 0.52% | 36 |
|
|
2023
Q3 | $94.2M | Buy |
680,165
+38,418
| +6% | +$5.51M | 0.44% | 46 |
|
|
2023
Q2 | $92.8M | Buy |
641,747
+70,444
| +12% | +$8.82M | 0.43% | 46 |
|
|
2023
Q1 | $70.2M | Buy |
571,303
+43,233
| +8% | +$4.96M | 0.37% | 54 |
|
|
2022
Q4 | $51.4M | Buy |
528,070
+15,569
| +3% | +$1.49M | 0.3% | 77 |
|
|
2022
Q3 | $42M | Sell |
512,501
-5,642
| -1% | -$544K | 0.27% | 81 |
|
|
2022
Q2 | $47.1M | Buy |
518,143
+82,201
| +19% | +$9.02M | 0.29% | 77 |
|
|
2022
Q1 | $57.5M | Buy |
435,942
+55,534
| +15% | +$7.65M | 0.31% | 71 |
|
|
2021
Q4 | $59.9M | Buy |
380,408
+31,839
| +9% | +$4.61M | 0.3% | 80 |
|
|
2021
Q3 | $44.9M | Sell |
348,569
-54,914
| -14% | -$7.46M | 0.25% | 94 |
|
|
2021
Q2 | $57.5M | Sell |
403,483
-6,912
| -2% | -$927K | 0.33% | 76 |
|
|
2021
Q1 | $54.8M | Buy |
410,395
+148,994
| +57% | +$16.4M | 0.35% | 68 |
|
|
2020
Q4 | $22.6M | Sell |
261,401
-6,065
| -2% | -$448K | 0.15% | 137 |
|
|
2020
Q3 | $15.9M | Sell |
267,466
-7,878
| -3% | -$487K | 0.12% | 170 |
|
|
2020
Q2 | $16.6M | Sell |
275,344
-14,616
| -5% | -$788K | 0.14% | 146 |
|
|
2020
Q1 | $13.3M | Buy |
289,960
+37,695
| +15% | +$2.17M | 0.14% | 158 |
|
|
2019
Q4 | $15.4M | Buy |
252,265
+14,488
| +6% | +$814K | 0.14% | 159 |
|
|
2019
Q3 | $11.9M | Buy |
237,777
+12,984
| +6% | +$627K | 0.11% | 186 |
|
|
2019
Q2 | $10.1M | Buy |
224,793
+26,341
| +13% | +$1.11M | 0.1% | 198 |
|
|
2019
Q1 | $7.87M | Sell |
198,452
-2,237
| -1% | -$84.9K | 0.08% | 225 |
|
|
2018
Q4 | $6.57M | Sell |
200,689
-2,040
| -1% | -$69.9K | 0.07% | 241 |
|
|
2018
Q3 | $7.84M | Sell |
202,729
-7,841
| -4% | -$347K | 0.08% | 227 |
|
|
2018
Q2 | $9.73M | Sell |
210,570
-61,078
| -22% | -$3.15M | 0.1% | 182 |
|
|
2018
Q1 | $15.1M | Sell |
271,648
-295
| -0.1% | -$16.4K | 0.16% | 125 |
|
|
2017
Q4 | $13.9M | Sell |
271,943
-10,887
| -4% | -$590K | 0.16% | 131 |
|
|
2017
Q3 | $14.7M | Buy |
282,830
+30,544
| +12% | +$1.38M | 0.19% | 121 |
|
|
2017
Q2 | $10.4M | Buy |
252,286
+87,044
| +53% | +$3.7M | 0.14% | 153 |
|
|
2017
Q1 | $6.43M | Buy |
165,242
+6,179
| +4% | +$222K | 0.09% | 228 |
|
|
2016
Q4 | $5.13M | Sell |
159,063
-6,260
| -4% | -$190K | 0.09% | 239 |
|
|
2016
Q3 | $4.99M | Buy |
165,323
+3,960
| +2% | +$110K | 0.09% | 239 |
|
|
2016
Q2 | $3.87M | Buy |
161,363
+2,026
| +1% | +$44.7K | 0.07% | 274 |
|
|
2016
Q1 | $3.38M | Buy |
159,337
+6,680
| +4% | +$122K | 0.06% | 286 |
|
|
2015
Q4 | $2.85M | Sell |
152,657
-14,510
| -9% | -$252K | 0.06% | 320 |
|
|
2015
Q3 | $2.46M | Buy |
167,167
+8,430
| +5% | +$141K | 0.05% | 335 |
|
|
2015
Q2 | $3.05M | Sell |
158,737
-4,600
| -3% | -$94.4K | 0.06% | 296 |
|
|
2015
Q1 | $3.69M | Buy |
163,337
+820
| +0.5% | +$19.6K | 0.07% | 266 |
|
|
2014
Q4 | $4.1M | Sell |
162,517
-47,200
| -23% | -$1.07M | 0.07% | 254 |
|
|
2014
Q3 | $4.53M | Buy |
209,717
+3,540
| +2% | +$78.3K | 0.08% | 233 |
|
|
2014
Q2 | $4.65M | Buy |
206,177
+51,070
| +33% | +$1.04M | 0.09% | 229 |
|
|
2014
Q1 | $3.17M | Sell |
155,107
-12,810
| -8% | -$235K | 0.06% | 294 |
|
|
2013
Q4 | $2.97M | Sell |
167,917
-27,203
| -14% | -$474K | 0.05% | 305 |
|
|
2013
Q3 | $3.42M | Sell |
195,120
-66,228
| -25% | -$1.06M | 0.06% | 276 |
|
|
2013
Q2 | $3.9M | Buy |
+261,348
| New | +$3.79M | 0.08% | 267 |
|
Other funds holding AMAT
Nomura Asset Management's AMAT Position: Q2 2026 in Review
Nomura Asset Management increased its Applied Materials (AMAT) stake by 6.1% in Q2 2026, buying an estimated $33.5M and bringing the position to 1,269,847 shares worth $918M. The position accounts for 1.97% of the portfolio, ranked #8.
Nomura Asset Management first reported a position in AMAT in Q2 2013 and has held it in 53 quarters since. 3,479 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Nomura Asset Management held 1,269,847 shares of Applied Materials worth $918M as of Q2 2026.
- Nomura Asset Management bought 72,669 Applied Materials shares in Q2 2026, an estimated $33.5M.
- Applied Materials made up 1.97% of Nomura Asset Management's portfolio in Q2 2026, its #8 holding.
- Nomura Asset Management first reported a position in Applied Materials in Q2 2013 and has held it in 53 quarters since.
- 3,479 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Nomura Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.