Sumitomo Mitsui DS 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 | $84.4M | Buy |
116,721
+2,522
| +2% | +$1.16M | 0.58% | 40 |
|
|
2026
Q1 | $39M | Buy |
114,199
+6,214
| +6% | +$2.09M | 0.32% | 63 |
|
|
2025
Q4 | $27.8M | Buy |
107,985
+1,552
| +1% | +$372K | 0.22% | 90 |
|
|
2025
Q3 | $21.8M | Buy |
106,433
+726
| +0.7% | +$132K | 0.18% | 107 |
|
|
2025
Q2 | $19.4M | Buy |
105,707
+4,345
| +4% | +$688K | 0.17% | 109 |
|
|
2025
Q1 | $14.7M | Buy |
101,362
+991
| +1% | +$167K | 0.15% | 132 |
|
|
2024
Q4 | $16.3M | Buy |
100,371
+7,113
| +8% | +$1.29M | 0.17% | 111 |
|
|
2024
Q3 | $18.8M | Buy |
93,258
+2,035
| +2% | +$417K | 0.2% | 96 |
|
|
2024
Q2 | $21.5M | Buy |
91,223
+11,632
| +15% | +$2.5M | 0.25% | 77 |
|
|
2024
Q1 | $16.4M | Buy |
79,591
+2,241
| +3% | +$411K | 0.2% | 93 |
|
|
2023
Q4 | $12.5M | Buy |
77,350
+2,790
| +4% | +$410K | 0.16% | 132 |
|
|
2023
Q3 | $10.3M | Buy |
74,560
+3,294
| +5% | +$472K | 0.16% | 121 |
|
|
2023
Q2 | $10.3M | Buy |
71,266
+498
| +0.7% | +$62.3K | 0.16% | 122 |
|
|
2023
Q1 | $8.69M | Buy |
70,768
+2,791
| +4% | +$321K | 0.16% | 115 |
|
|
2022
Q4 | $6.62M | Buy |
67,977
+3,764
| +6% | +$361K | 0.13% | 143 |
|
|
2022
Q3 | $5.26M | Buy |
64,213
+3,480
| +6% | +$336K | 0.12% | 148 |
|
|
2022
Q2 | $5.53M | Buy |
60,733
+2,538
| +4% | +$278K | 0.13% | 137 |
|
|
2022
Q1 | $7.67M | Sell |
58,195
-129
| -0.2% | -$17.8K | 0.16% | 115 |
|
|
2021
Q4 | $9.18M | Buy |
58,324
+1,684
| +3% | +$244K | 0.19% | 102 |
|
|
2021
Q3 | $7.29M | Sell |
56,640
-515
| -0.9% | -$69.9K | 0.17% | 117 |
|
|
2021
Q2 | $8.14M | Sell |
57,155
-296
| -0.5% | -$39.7K | 0.19% | 111 |
|
|
2021
Q1 | $7.67M | Buy |
57,451
+1,272
| +2% | +$140K | 0.2% | 105 |
|
|
2020
Q4 | $4.85M | Sell |
56,179
-1,969
| -3% | -$146K | 0.14% | 146 |
|
|
2020
Q3 | $3.46M | Buy |
58,148
+582
| +1% | +$36K | 0.11% | 170 |
|
|
2020
Q2 | $3.48M | Sell |
57,566
-3
| -0% | -$162 | 0.12% | 155 |
|
|
2020
Q1 | $2.64M | Buy |
57,569
+27
| +0% | +$1.55K | 0.11% | 169 |
|
|
2019
Q4 | $3.51M | Sell |
57,542
-288
| -0.5% | -$16.2K | 0.12% | 173 |
|
|
2019
Q3 | $2.88M | Buy |
57,830
+5,803
| +11% | +$280K | 0.11% | 202 |
|
|
2019
Q2 | $2.34M | Sell |
52,027
-408,445
| -89% | -$17.2M | 0.09% | 218 |
|
|
2019
Q1 | $18.3M | Buy |
460,472
+110,415
| +32% | +$4.19M | 0.3% | 96 |
|
|
2018
Q4 | $11.5M | Sell |
350,057
-1,000,620
| -74% | -$34.3M | 0.21% | 105 |
|
|
2018
Q3 | $52.2M | Sell |
1,350,677
-801,722
| -37% | -$35.5M | 0.8% | 33 |
|
|
2018
Q2 | $99.4M | Buy |
2,152,399
+822,984
| +62% | +$42.4M | 1.53% | 11 |
|
|
2018
Q1 | $73.9M | Buy |
1,329,415
+234,683
| +21% | +$13.1M | 1.09% | 20 |
|
|
2017
Q4 | $56M | Buy |
1,094,732
+213,048
| +24% | +$11.5M | 0.84% | 32 |
|
|
2017
Q3 | $45.9M | Buy |
881,684
+796,120
| +930% | +$36M | 0.72% | 36 |
|
|
2017
Q2 | $3.53M | Sell |
85,564
-5,549
| -6% | -$236K | 0.06% | 254 |
|
|
2017
Q1 | $3.54M | Buy |
91,113
+10,567
| +13% | +$379K | 0.06% | 256 |
|
|
2016
Q4 | $2.6M | Sell |
80,546
-4,052
| -5% | -$123K | 0.05% | 278 |
|
|
2016
Q3 | $2.55M | Sell |
84,598
-72,569
| -46% | -$2.02M | 0.06% | 276 |
|
|
2016
Q2 | $3.77M | Sell |
157,167
-80,031
| -34% | -$1.77M | 0.11% | 176 |
|
|
2016
Q1 | $5.02M | Buy |
237,198
+149,302
| +170% | +$2.72M | 0.16% | 153 |
|
|
2015
Q4 | $1.64M | Sell |
87,896
-3,847
| -4% | -$66.8K | 0.06% | 270 |
|
|
2015
Q3 | $1.35M | Sell |
91,743
-3,297
| -3% | -$55.1K | 0.05% | 324 |
|
|
2015
Q2 | $1.83M | Sell |
95,040
-1,830
| -2% | -$37.6K | 0.06% | 282 |
|
|
2015
Q1 | $2.19M | Sell |
96,870
-7,445
| -7% | -$178K | 0.07% | 264 |
|
|
2014
Q4 | $2.6M | Sell |
104,315
-6,527
| -6% | -$147K | 0.08% | 236 |
|
|
2014
Q3 | $2.4M | Sell |
110,842
-8,555
| -7% | -$189K | 0.07% | 255 |
|
|
2014
Q2 | $2.69M | Sell |
119,397
-7,965
| -6% | -$162K | 0.08% | 258 |
|
|
2014
Q1 | $2.6M | Sell |
127,362
-8,965
| -7% | -$165K | 0.08% | 242 |
|
|
2013
Q4 | $2.41M | Sell |
136,327
-10,110
| -7% | -$176K | 0.07% | 254 |
|
|
2013
Q3 | $2.57M | Sell |
146,437
-8,932
| -6% | -$143K | 0.07% | 248 |
|
|
2013
Q2 | $2.32M | Buy |
+155,369
| New | +$2.25M | 0.07% | 268 |
|
Other funds holding AMAT
LMFP
ATO
UBP
ECU
Sumitomo Mitsui DS Asset Management's AMAT Position: Q2 2026 in Review
Sumitomo Mitsui DS Asset Management increased its Applied Materials (AMAT) stake by 2.2% in Q2 2026, buying an estimated $1.16M and bringing the position to 116,721 shares worth $84.4M. The position accounts for 0.58% of the portfolio, ranked #40.
Sumitomo Mitsui DS Asset Management first reported a position in AMAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $99.4M in Q2 2018. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Sumitomo Mitsui DS Asset Management held 116,721 shares of Applied Materials worth $84.4M as of Q2 2026.
- Sumitomo Mitsui DS Asset Management bought 2,522 Applied Materials shares in Q2 2026, an estimated $1.16M.
- Applied Materials made up 0.58% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #40 holding.
- Sumitomo Mitsui DS Asset Management first reported a position in Applied Materials in Q2 2013 and has held it in 53 quarters since.
- Sumitomo Mitsui DS Asset Management's Applied Materials position peaked at $99.4M in Q2 2018.
- 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.