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PayPay Securities’s Applied Materials AMAT Stock Holding History

PayPay Securities’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 		$14.5K Buy
20
+7
+54% +$3.23K 0.35% 38
2026
Q1 		$5.07K Sell
13
-4
-24% -$1.35K 0.18% 109
2025
Q4 		$4.37K Buy
17
+2
+13% +$479 0.13% 122
2025
Q3 		$2.98K Buy
15
+1
+7% +$181 0.11% 132
2025
Q2 		$2.56K Sell
14
-4
-22% -$634 0.13% 121
2025
Q1 		$2.66K Sell
18
-7
-28% -$1.18K 0.15% 132
2024
Q4 		$4.07K Buy
25
+5
+25% +$906 0.18% 103
2024
Q3 		$4.04K Sell
20
-4
-17% -$820 0.36% 65
2024
Q2 		$5.66K Sell
24
-7
-23% -$1.5K 0.47% 51
2024
Q1 		$6.39K Sell
31
-12
-28% -$2.2K 0.32% 70
2023
Q4 		$7.07K Sell
43
-4
-9% -$588 0.35% 52
2023
Q3 		$6.51K Buy
47
+26
+124% +$3.73K 0.3% 81
2023
Q2 		$3.04K Sell
21
-11
-34% -$1.38K 0.19% 87
2023
Q1 		$3.93K Sell
32
-19
-37% -$2.18K 0.26% 88
2022
Q4 		$4.97K Buy
+51
New +$4.89K 0.33% 88

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PayPay Securities's AMAT Position: Q2 2026 in Review

PayPay Securities increased its Applied Materials (AMAT) stake by 54% in Q2 2026, buying an estimated $3.23K and bringing the position to 20 shares worth $14.5K. The position accounts for 0.35% of the portfolio, ranked #38.

PayPay Securities first reported a position in AMAT in Q4 2022 and has held it in 15 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • PayPay Securities held 20 shares of Applied Materials worth $14.5K as of Q2 2026.
  • PayPay Securities bought 7 Applied Materials shares in Q2 2026, an estimated $3.23K.
  • Applied Materials made up 0.35% of PayPay Securities's portfolio in Q2 2026, its #38 holding.
  • PayPay Securities first reported a position in Applied Materials in Q4 2022 and has held it in 15 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on PayPay Securities's 13F filing for Q2 2026, filed 23 Jul 2026.