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ODDO BHF Asset Management’s Applied Materials AMAT Stock Holding History

ODDO BHF Asset Management’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
Q1 		$21.8M Sell
63,705
-3,582
-5% -$1.2M 0.86% 27
2025
Q4 		$17.3M Sell
67,287
-12,296
-15% -$2.95M 0.65% 40
2025
Q3 		$16.3M Buy
79,583
+37,314
+88% +$6.77M 0.62% 48
2025
Q2 		$7.74M Buy
42,269
+5,045
+14% +$799K 0.3% 91
2025
Q1 		$5.4M Buy
37,224
+17,991
+94% +$3.03M 0.22% 125
2024
Q4 		$3.13M Sell
19,233
-81,026
-81% -$14.7M 0.16% 125
2024
Q3 		$20.3M Buy
+100,259
New +$20.6M 1.01% 25

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ODDO BHF Asset Management's AMAT Position: Q1 2026 in Review

ODDO BHF Asset Management reduced its Applied Materials (AMAT) stake by 5.3% in Q1 2026, selling an estimated $1.2M and leaving 63,705 shares worth $21.8M. The position accounts for 0.86% of the portfolio, ranked #27.

ODDO BHF Asset Management first reported a position in AMAT in Q3 2024 and has held it in 7 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • ODDO BHF Asset Management held 63,705 shares of Applied Materials worth $21.8M as of Q1 2026.
  • ODDO BHF Asset Management sold 3,582 Applied Materials shares in Q1 2026, an estimated $1.2M.
  • Applied Materials made up 0.86% of ODDO BHF Asset Management's portfolio in Q1 2026, its #27 holding.
  • ODDO BHF Asset Management first reported a position in Applied Materials in Q3 2024 and has held it in 7 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on ODDO BHF Asset Management's 13F filing for Q1 2026, filed 18 May 2026.