Tredje AP-fonden’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
Q1 | $79.2M | Buy |
+231,828
| New | +$78M | 0.43% | 40 |
|
|
2025
Q3 | – | Sell |
-135,000
| Closed | -$24.7M | – | 379 |
|
|
2025
Q2 | $24.7M | Buy |
135,000
+106,951
| +381% | +$16.9M | 0.2% | 101 |
|
|
2025
Q1 | $4.07M | Sell |
28,049
-238,832
| -89% | -$40.2M | 0.04% | 164 |
|
|
2024
Q4 | $43.4M | Sell |
266,881
-6,668
| -2% | -$1.21M | 0.39% | 59 |
|
|
2024
Q3 | $55.3M | Buy |
273,549
+49,430
| +22% | +$10.1M | 0.5% | 49 |
|
|
2024
Q2 | $52.9M | Buy |
224,119
+2,233
| +1% | +$479K | 0.51% | 46 |
|
|
2024
Q1 | $45.8M | Buy |
221,886
+35,000
| +19% | +$6.42M | 0.47% | 51 |
|
|
2023
Q4 | $30.3M | Sell |
186,886
-93,750
| -33% | -$13.8M | 0.38% | 67 |
|
|
2023
Q3 | $38.9M | Buy |
280,636
+172,540
| +160% | +$24.7M | 0.57% | 42 |
|
|
2023
Q2 | $15.6M | Sell |
108,096
-35,663
| -25% | -$4.46M | 0.22% | 92 |
|
|
2023
Q1 | $17.7M | Sell |
143,759
-76,294
| -35% | -$8.76M | 0.27% | 90 |
|
|
2022
Q4 | $21.4M | Buy |
220,053
+15,742
| +8% | +$1.51M | 0.37% | 71 |
|
|
2022
Q3 | $16.7M | Sell |
204,311
-53,160
| -21% | -$5.13M | 0.35% | 74 |
|
|
2022
Q2 | $23.4M | Buy |
257,471
+2,699
| +1% | +$296K | 0.59% | 39 |
|
|
2022
Q1 | $33.6M | Buy |
254,772
+4,041
| +2% | +$556K | 0.68% | 28 |
|
|
2021
Q4 | $39.5M | Sell |
250,731
-113,412
| -31% | -$16.4M | 0.76% | 25 |
|
|
2021
Q3 | $46.9M | Sell |
364,143
-192,000
| -35% | -$26.1M | 0.98% | 18 |
|
|
2021
Q2 | $79.2M | Buy |
556,143
+24,000
| +5% | +$3.22M | 1.62% | 11 |
|
|
2021
Q1 | $71.1M | Buy |
532,143
+14,000
| +3% | +$1.54M | 1.69% | 13 |
|
|
2020
Q4 | $44.7M | Hold |
518,143
| – | – | 1.15% | 24 |
|
|
2020
Q3 | $30.8M | Buy |
518,143
+260,000
| +101% | +$16.1M | 1% | 24 |
|
|
2020
Q2 | $15.6M | Buy |
258,143
+95,000
| +58% | +$5.12M | 0.65% | 38 |
|
|
2020
Q1 | $7.47M | Buy |
163,143
+80,288
| +97% | +$4.61M | 0.39% | 59 |
|
|
2019
Q4 | $5.06M | Buy |
82,855
+15,312
| +23% | +$861K | 0.26% | 99 |
|
|
2019
Q3 | $3.37M | Sell |
67,543
-11,640
| -15% | -$562K | 0.16% | 167 |
|
|
2019
Q2 | $3.56M | Sell |
79,183
-9,493
| -11% | -$400K | 0.17% | 154 |
|
|
2019
Q1 | $3.52M | Buy |
88,676
+16,218
| +22% | +$616K | 0.18% | 143 |
|
|
2018
Q4 | $2.37M | Buy |
72,458
+6,894
| +11% | +$236K | 0.14% | 173 |
|
|
2018
Q3 | $2.53M | Sell |
65,564
-2,500
| -4% | -$111K | 0.12% | 197 |
|
|
2018
Q2 | $3.14M | Sell |
68,064
-28,890
| -30% | -$1.49M | 0.11% | 241 |
|
|
2018
Q1 | $5.39M | Buy |
96,954
+450
| +0.5% | +$25.1K | 0.19% | 145 |
|
|
2017
Q4 | $4.93M | Sell |
96,504
-93,190
| -49% | -$5.05M | 0.17% | 157 |
|
|
2017
Q3 | $9.88M | Sell |
189,694
-3,740
| -2% | -$169K | 0.35% | 73 |
|
|
2017
Q2 | $7.99M | Sell |
193,434
-9,360
| -5% | -$398K | 0.3% | 81 |
|
|
2017
Q1 | $7.89M | Buy |
202,794
+85,809
| +73% | +$3.08M | 0.31% | 75 |
|
|
2016
Q4 | $3.77M | Sell |
116,985
-22,790
| -16% | -$693K | 0.16% | 175 |
|
|
2016
Q3 | $4.21M | Sell |
139,775
-14,498
| -9% | -$404K | 0.19% | 135 |
|
|
2016
Q2 | $3.7M | Buy |
154,273
+41,733
| +37% | +$921K | 0.17% | 143 |
|
|
2016
Q1 | $2.25M | Buy |
112,540
+33,889
| +43% | +$618K | 0.1% | 197 |
|
|
2015
Q4 | $1.47M | Buy |
78,651
+1,295
| +2% | +$22.5K | 0.09% | 189 |
|
|
2015
Q3 | $1.14M | Sell |
77,356
-8,734
| -10% | -$146K | 0.11% | 208 |
|
|
2015
Q2 | $1.66M | Buy |
+86,090
| New | +$1.77M | 0.13% | 188 |
|
Other funds holding AMAT
VCM
VPM
Tredje AP-fonden's AMAT Position: Q1 2026 in Review
Tredje AP-fonden opened a new position in Applied Materials (AMAT) in Q1 2026: 231,828 shares worth $79.2M. The stake represents 0.43% of the portfolio and ranks #40 among its holdings. This is a return to the name: Tredje AP-fonden previously reported a position in AMAT as recently as Q2 2025.
Tredje AP-fonden first reported a position in AMAT in Q2 2015 and has held it in 42 quarters since. 2,929 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.
- Tredje AP-fonden held 231,828 shares of Applied Materials worth $79.2M as of Q1 2026.
- Applied Materials was a new Tredje AP-fonden position in Q1 2026.
- Applied Materials made up 0.43% of Tredje AP-fonden's portfolio in Q1 2026, its #40 holding.
- Tredje AP-fonden first reported a position in Applied Materials in Q2 2015 and has held it in 42 quarters since.
- 2,929 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.
Based on Tredje AP-fonden's 13F filing for Q1 2026, filed 12 May 2026.