SEB Asset Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
SEB Asset Management's AMAT Position: Q2 2026 in Review
SEB Asset Management reduced its Applied Materials (AMAT) stake by 12% in Q2 2026, selling an estimated $27.9M and leaving 451,702 shares worth $327M. The position accounts for 1.23% of the portfolio, ranked #15.
SEB Asset Management first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 3,348 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- SEB Asset Management held 451,702 shares of Applied Materials worth $327M as of Q2 2026.
- SEB Asset Management sold 60,417 Applied Materials shares in Q2 2026, an estimated $27.9M.
- Applied Materials made up 1.23% of SEB Asset Management's portfolio in Q2 2026, its #15 holding.
- SEB Asset Management first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
- 3,348 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on SEB Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.