Storebrand Asset Management’s Applied Materials AMAT Stock Holding History

Storebrand 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	$368M	Sell	509,329 -12,333	-2%	-$5.69M	0.91%	16
2026 Q1	$178M	Buy	521,662 +6,876	+1%	+$2.31M	0.51%	32
2025 Q4	$132M	Sell	514,786 -109,340	-18%	-$26.2M	0.36%	56
2025 Q3	$128M	Sell	624,126 -14,136	-2%	-$2.56M	0.34%	58
2025 Q2	$117M	Sell	638,262 -48,545	-7%	-$7.69M	0.34%	59
2025 Q1	$99.7M	Sell	686,807 -9,044	-1%	-$1.52M	0.32%	66
2024 Q4	$113M	Sell	695,851 -116,699	-14%	-$21.1M	0.34%	54
2024 Q3	$164M	Buy	812,550 +58,430	+8%	+$12M	0.52%	32
2024 Q2	$178M	Buy	754,120 +45,028	+6%	+$9.67M	0.59%	26
2024 Q1	$146M	Sell	709,092 -4,877	-0.7%	-$895K	0.5%	39
2023 Q4	$116M	Buy	713,969 +123,954	+21%	+$18.2M	0.42%	51
2023 Q3	$81.7M	Buy	590,015 +40,855	+7%	+$5.86M	0.39%	52
2023 Q2	$79.4M	Sell	549,160 -40,550	-7%	-$5.08M	0.36%	54
2023 Q1	$72.4M	Buy	589,710 +22,111	+4%	+$2.54M	0.37%	58
2022 Q4	$55.3M	Sell	567,599 -10,277	-2%	-$986K	0.31%	86
2022 Q3	$47.3M	Buy	577,876 +17,141	+3%	+$1.65M	0.29%	88
2022 Q2	$51M	Sell	560,735 -103,709	-16%	-$11.4M	0.29%	84
2022 Q1	$87.6M	Sell	664,444 -24,312	-4%	-$3.35M	0.41%	47
2021 Q4	$108M	Sell	688,756 -69,851	-9%	-$10.1M	0.48%	38
2021 Q3	$97.7M	Sell	758,607 -43,364	-5%	-$5.89M	0.48%	38
2021 Q2	$114M	Buy	801,971 +20,327	+3%	+$2.73M	0.56%	30
2021 Q1	$104M	Buy	781,644 +178,590	+30%	+$19.7M	0.55%	33
2020 Q4	$52M	Sell	603,054 -32,978	-5%	-$2.44M	0.31%	67
2020 Q3	$37.8M	Sell	636,032 -2,703	-0.4%	-$167K	0.27%	78
2020 Q2	$38.6M	Sell	638,735 -84,684	-12%	-$4.57M	0.32%	64
2020 Q1	$33.1M	Buy	+723,419	New	+$41.6M	0.34%	62

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Storebrand Asset Management's AMAT Position: Q2 2026 in Review

Storebrand Asset Management reduced its Applied Materials (AMAT) stake by 2.4% in Q2 2026, selling an estimated $5.69M and leaving 509,329 shares worth $368M. The position accounts for 0.91% of the portfolio, ranked #16.

Storebrand Asset Management first reported a position in AMAT in Q1 2020 and has held it in 26 quarters since. 3,348 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Storebrand Asset Management held 509,329 shares of Applied Materials worth $368M as of Q2 2026.
Storebrand Asset Management sold 12,333 Applied Materials shares in Q2 2026, an estimated $5.69M.
Applied Materials made up 0.91% of Storebrand Asset Management's portfolio in Q2 2026, its #16 holding.
Storebrand Asset Management first reported a position in Applied Materials in Q1 2020 and has held it in 26 quarters since.
3,348 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Storebrand Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.