SBI Okasan Asset Management’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.1M Buy
1,586
+758
+92% +$350K 0.04% 121
2026
Q1
$268K Sell
828
-102
-11% -$34.3K 0.01% 233
2025
Q4
$245K Buy
+930
New +$223K 0.01% 231

Other funds holding AMAT

SBI Okasan Asset Management's AMAT Position: Q2 2026 in Review

SBI Okasan Asset Management increased its Applied Materials (AMAT) stake by 92% in Q2 2026, buying an estimated $350K and bringing the position to 1,586 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #121.

SBI Okasan Asset Management first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,494 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • SBI Okasan Asset Management held 1,586 shares of Applied Materials worth $1.1M as of Q2 2026.
  • SBI Okasan Asset Management bought 758 Applied Materials shares in Q2 2026, an estimated $350K.
  • Applied Materials made up 0.04% of SBI Okasan Asset Management's portfolio in Q2 2026, its #121 holding.
  • SBI Okasan Asset Management first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 3,494 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.