PKO Investment Management Joint-Stock’s Applied Materials AMAT Stock Holding History

PKO Investment Management Joint-Stock’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	$18.8M	Buy	26,000 +1,000	+4%	+$461K	1.37%	18
2026 Q1	$8.54M	Buy	25,000 +1,000	+4%	+$336K	0.72%	35
2025 Q4	$6.17M	Sell	24,000 -12,000	-33%	-$2.88M	0.49%	45
2025 Q3	$7.37M	Buy	36,000 +1,000	+3%	+$181K	0.63%	35
2025 Q2	$6.41M	Sell	35,000 -17,000	-33%	-$2.69M	0.69%	36
2025 Q1	$7.55M	Buy	52,000 +10,000	+24%	+$1.68M	0.86%	26
2024 Q4	$6.83M	Buy	42,000 +28,500	+211%	+$5.17M	0.85%	23
2024 Q3	$2.73M	Buy	13,500 +6,500	+93%	+$1.33M	0.34%	53
2024 Q2	$1.65M	Sell	7,000 -3,000	-30%	-$644K	0.2%	86
2024 Q1	$2.07M	Buy	+10,000	New	+$1.83M	0.25%	74

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PKO Investment Management Joint-Stock's AMAT Position: Q2 2026 in Review

PKO Investment Management Joint-Stock increased its Applied Materials (AMAT) stake by 4% in Q2 2026, buying an estimated $461K and bringing the position to 26,000 shares worth $18.8M. The position accounts for 1.37% of the portfolio, ranked #18.

PKO Investment Management Joint-Stock first reported a position in AMAT in Q1 2024 and has held it in 10 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

PKO Investment Management Joint-Stock held 26,000 shares of Applied Materials worth $18.8M as of Q2 2026.
PKO Investment Management Joint-Stock bought 1,000 Applied Materials shares in Q2 2026, an estimated $461K.
Applied Materials made up 1.37% of PKO Investment Management Joint-Stock's portfolio in Q2 2026, its #18 holding.
PKO Investment Management Joint-Stock first reported a position in Applied Materials in Q1 2024 and has held it in 10 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on PKO Investment Management Joint-Stock's 13F filing for Q2 2026, filed 20 Jul 2026.