Robeco Institutional Asset Management’s Applied Materials AMAT Stock Holding History

Robeco Institutional 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 Q2	$1.42B	Buy	1,963,208 +205,830	+12%	+$95M	1.74%	7
2026 Q1	$601M	Buy	1,757,378 +283,286	+19%	+$95.3M	0.86%	12
2025 Q4	$379M	Sell	1,474,092 -152,486	-9%	-$36.6M	0.54%	30
2025 Q3	$333M	Buy	1,626,578 +424,039	+35%	+$76.9M	0.48%	35
2025 Q2	$220M	Buy	1,202,539 +546,243	+83%	+$86.6M	0.36%	58
2025 Q1	$95.2M	Sell	656,296 -85,893	-12%	-$14.4M	0.19%	121
2024 Q4	$121M	Sell	742,189 -51,160	-6%	-$9.27M	0.23%	98
2024 Q3	$160M	Buy	793,349 +145,047	+22%	+$29.7M	0.32%	66
2024 Q2	$153M	Buy	648,302 +60,420	+10%	+$13M	0.33%	64
2024 Q1	$121M	Buy	587,882 +11,816	+2%	+$2.17M	0.26%	87
2023 Q4	$93.4M	Buy	576,066 +42,123	+8%	+$6.19M	0.23%	107
2023 Q3	$73.9M	Buy	533,943 +129,016	+32%	+$18.5M	0.2%	118
2023 Q2	$58.5M	Buy	404,927 +160,690	+66%	+$20.1M	0.15%	153
2023 Q1	$30M	Buy	244,237 +70,284	+40%	+$8.07M	0.08%	245
2022 Q4	$16.9M	Sell	173,953 -100,360	-37%	-$9.63M	0.05%	340
2022 Q3	$22.5M	Sell	274,313 -33,307	-11%	-$3.21M	0.07%	246
2022 Q2	$28M	Sell	307,620 -13,411	-4%	-$1.47M	0.09%	214
2022 Q1	$42.3M	Sell	321,031 -119,675	-27%	-$16.5M	0.1%	219
2021 Q4	$69.4M	Sell	440,706 -127,386	-22%	-$18.5M	0.15%	159
2021 Q3	$73.1M	Buy	568,092 +8,519	+2%	+$1.16M	0.16%	146
2021 Q2	$79.7M	Buy	559,573 +164,419	+42%	+$22.1M	0.18%	138
2021 Q1	$52.8M	Sell	395,154 -35,557	-8%	-$3.92M	0.13%	190
2020 Q4	$37.2M	Sell	430,711 -48,392	-10%	-$3.58M	0.1%	228
2020 Q3	$28.5M	Buy	479,103 +1,797	+0.4%	+$111K	0.09%	233
2020 Q2	$28.9M	Sell	477,306 -102,993	-18%	-$5.56M	0.1%	234
2020 Q1	$26.6M	Sell	580,299 -1,022,559	-64%	-$58.7M	0.11%	240
2019 Q4	$97.8M	Sell	1,602,858 -223,089	-12%	-$12.5M	0.31%	74
2019 Q3	$91.1M	Buy	1,825,947 +625,034	+52%	+$30.2M	0.32%	73
2019 Q2	$53.9M	Buy	1,200,913 +119,113	+11%	+$5.01M	0.19%	147
2019 Q1	$42.9M	Buy	1,081,800 +780,645	+259%	+$29.6M	0.16%	187
2018 Q4	$9.84M	Sell	301,155 -138,914	-32%	-$4.76M	0.04%	407
2018 Q3	$17M	Sell	440,069 -177,655	-29%	-$7.86M	0.07%	334
2018 Q2	$28.5M	Sell	617,724 -379,160	-38%	-$19.5M	0.13%	205
2018 Q1	$55.4M	Buy	996,884 +50,744	+5%	+$2.82M	0.26%	112
2017 Q4	$48.4M	Buy	946,140 +190,891	+25%	+$10.3M	0.25%	111
2017 Q3	$39.3M	Buy	755,249 +23,411	+3%	+$1.06M	0.24%	114
2017 Q2	$30.2M	Buy	731,838 +150,028	+26%	+$6.38M	0.19%	141
2017 Q1	$22.6M	Buy	581,810 +100,592	+21%	+$3.61M	0.15%	168
2016 Q4	$15.5M	Buy	481,218 +12,303	+3%	+$374K	0.12%	206
2016 Q3	$14.1M	Buy	468,915 +47,526	+11%	+$1.33M	0.1%	220
2016 Q2	$10.1M	Buy	421,389 +361,392	+602%	+$7.97M	0.08%	246
2016 Q1	$1.27M	Buy	59,997 +11,306	+23%	+$206K	0.01%	568
2015 Q4	$909K	Buy	48,691 +2,851	+6%	+$49.5K	0.01%	600
2015 Q3	$673K	Sell	45,840 -12,205	-21%	-$204K	0.01%	599
2015 Q2	$1.11M	Sell	58,045 -10	-0%	-$205	0.01%	577
2015 Q1	$1.31M	Hold	58,055	–	–	0.01%	532
2014 Q4	$1.45M	Sell	58,055 -1,574,442	-96%	-$35.6M	0.01%	516
2014 Q3	$35.3M	Sell	1,632,497 -231,586	-12%	-$5.12M	0.25%	97
2014 Q2	$42M	Buy	1,864,083 +1,793,122	+2,527%	+$36.6M	0.3%	87
2014 Q1	$1.45M	Sell	70,961 -80,959	-53%	-$1.49M	0.01%	443
2013 Q4	$2.69M	Buy	151,920 +266	+0.2%	+$4.64K	0.02%	335
2013 Q3	$2.66M	Sell	151,654 -28,701	-16%	-$458K	0.03%	341
2013 Q2	$2.69M	Buy	+180,355	New	+$2.62M	0.03%	332

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Robeco Institutional Asset Management's AMAT Position: Q2 2026 in Review

Robeco Institutional Asset Management increased its Applied Materials (AMAT) stake by 12% in Q2 2026, buying an estimated $95M and bringing the position to 1,963,208 shares worth $1.42B. The position accounts for 1.74% of the portfolio, ranked #7.

Robeco Institutional Asset Management first reported a position in AMAT in Q2 2013 and has held it in 53 quarters since. 895 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Robeco Institutional Asset Management held 1,963,208 shares of Applied Materials worth $1.42B as of Q2 2026.
Robeco Institutional Asset Management bought 205,830 Applied Materials shares in Q2 2026, an estimated $95M.
Applied Materials made up 1.74% of Robeco Institutional Asset Management's portfolio in Q2 2026, its #7 holding.
Robeco Institutional Asset Management first reported a position in Applied Materials in Q2 2013 and has held it in 53 quarters since.
895 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Robeco Institutional Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.