SI
AMAT icon

Sava Infond’s Applied Materials AMAT Stock Holding History

Sava Infond’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 		$51M Buy
70,530
+31,065
+79% +$14.3M 3.62% 6
2026
Q1 		$13.5M Sell
39,465
-16,070
-29% -$5.41M 1.91% 10
2025
Q4 		$14.3M Sell
55,535
-4,670
-8% -$1.12M 1.93% 13
2025
Q3 		$12.3M Buy
60,205
+2,040
+4% +$370K 1.75% 14
2025
Q2 		$10.6M Hold
58,165
– – 1.66% 15
2025
Q1 		$8.44M Buy
58,165
+9,500
+20% +$1.6M 1.61% 14
2024
Q4 		$7.91M Buy
+48,665
New +$8.82M 1.4% 15

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

Sava Infond's AMAT Position: Q2 2026 in Review

Sava Infond increased its Applied Materials (AMAT) stake by 79% in Q2 2026, buying an estimated $14.3M and bringing the position to 70,530 shares worth $51M. The position accounts for 3.62% of the portfolio, ranked #6.

Sava Infond first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Sava Infond held 70,530 shares of Applied Materials worth $51M as of Q2 2026.
  • Sava Infond bought 31,065 Applied Materials shares in Q2 2026, an estimated $14.3M.
  • Applied Materials made up 3.62% of Sava Infond's portfolio in Q2 2026, its #6 holding.
  • Sava Infond first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Sava Infond's 13F filing for Q2 2026, filed 16 Jul 2026.