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SJS Investment Consulting’s Applied Materials AMAT Stock Holding History

SJS Investment Consulting’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 		$130K Sell
180
-1
-0.6% -$461 0.01% 204
2026
Q1 		$61.9K Sell
181
-1,352
-88% -$455K 0.01% 307
2025
Q4 		$394K Buy
1,533
+26
+2% +$6.23K 0.05% 93
2025
Q3 		$309K Buy
1,507
+1,425
+1,738% +$259K 0.04% 102
2025
Q2 		$15K Buy
82
+24
+41% +$3.8K ﹤0.01% 310
2025
Q1 		$8.42K Buy
58
+17
+41% +$2.86K ﹤0.01% 382
2024
Q4 		$6.67K Sell
41
-17
-29% -$3.08K ﹤0.01% 396
2024
Q3 		$11.7K Sell
58
-17
-23% -$3.49K ﹤0.01% 352
2024
Q2 		$17.7K Sell
75
-6
-7% -$1.29K ﹤0.01% 277
2024
Q1 		$16.7K Hold
81
– – ﹤0.01% 300
2023
Q4 		$13.1K Sell
81
-2
-2% -$294 ﹤0.01% 278
2023
Q3 		$11.5K Buy
83
+2
+2% +$287 ﹤0.01% 276
2023
Q2 		$11.7K Sell
81
-8
-9% -$1K ﹤0.01% 260
2023
Q1 		$10.9K Buy
89
+16
+22% +$1.84K ﹤0.01% 278
2022
Q4 		$7.11K Sell
73
-180
-71% -$17.3K ﹤0.01% 316
2022
Q3 		$21K Buy
+253
New +$24.4K 0.01% 229
2022
Q1 		$134K Sell
1,021
-462
-31% -$63.6K 0.04% 116
2021
Q4 		$233K Buy
+1,483
New +$215K 0.07% 81

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SJS Investment Consulting's AMAT Position: Q2 2026 in Review

SJS Investment Consulting reduced its Applied Materials (AMAT) stake by 0.55% in Q2 2026, selling an estimated $461 and leaving 180 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #204.

SJS Investment Consulting first reported a position in AMAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $394K in Q4 2025. 1,364 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • SJS Investment Consulting held 180 shares of Applied Materials worth $130K as of Q2 2026.
  • SJS Investment Consulting sold 1 Applied Materials share in Q2 2026, an estimated $461.
  • Applied Materials made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #204 holding.
  • SJS Investment Consulting first reported a position in Applied Materials in Q4 2021 and has held it in 18 quarters since.
  • SJS Investment Consulting's Applied Materials position peaked at $394K in Q4 2025.
  • 1,364 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.