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Renaissance Investment Group’s Applied Materials AMAT Stock Holding History

Renaissance Investment Group’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 		$855K Buy
+1,183
New +$546K 0.17% 49
2021
Q3 		– Sell
-1,440
Closed -$205K – 82
2021
Q2 		$205K Buy
+1,440
New +$193K 0.05% 87

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

Renaissance Investment Group's AMAT Position: Q2 2026 in Review

Renaissance Investment Group opened a new position in Applied Materials (AMAT) in Q2 2026: 1,183 shares worth $855K. The stake represents 0.17% of the portfolio and ranks #49 among its holdings. This is a return to the name: Renaissance Investment Group previously reported a position in AMAT as recently as Q2 2021.

Renaissance Investment Group first reported a position in AMAT in Q2 2021 and has held it in 2 quarters since. 1,013 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Renaissance Investment Group held 1,183 shares of Applied Materials worth $855K as of Q2 2026.
  • Applied Materials was a new Renaissance Investment Group position in Q2 2026.
  • Applied Materials made up 0.17% of Renaissance Investment Group's portfolio in Q2 2026, its #49 holding.
  • Renaissance Investment Group first reported a position in Applied Materials in Q2 2021 and has held it in 2 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Renaissance Investment Group's 13F filing for Q2 2026, filed 8 Jul 2026.