Question 1

How many shares of AMAT does NORDEA INVESTMENT MANAGEMENT AB own?

Accepted Answer

As of 2026-Q2, NORDEA INVESTMENT MANAGEMENT AB holds 2M shares of AMAT (APPLIED MATLS INC).

Question 2

What is NORDEA INVESTMENT MANAGEMENT AB's AMAT position worth?

Accepted Answer

As of 2026-Q2, NORDEA INVESTMENT MANAGEMENT AB's AMAT position is worth $1.5B.

Question 3

Is NORDEA INVESTMENT MANAGEMENT AB buying or selling AMAT?

Accepted Answer

In 2026-Q2, NORDEA INVESTMENT MANAGEMENT AB decreased their AMAT position (-2.1% change in shares).

Question 4

When did NORDEA INVESTMENT MANAGEMENT AB first buy AMAT?

Accepted Answer

Based on available 13F filings, NORDEA INVESTMENT MANAGEMENT AB first reported a position in AMAT in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	2M	-2.1%	$1.5B	1.2%	$723.00	0
2026-Q1	Decreased	2M	-8.9%	$675M	0.6%	$341.37	0
2025-Q4	Decreased	2.2M	-9.1%	$580.5M	0.5%	$256.35	0
2025-Q3	Increased	2.5M	+5.9%	$514.5M	0.5%	$203.83	40
2025-Q2	Increased	2.3M	+2.1%	$427.3M	0.4%	$181.74	38
2025-Q1	Increased	2.3M	+9.8%	$327M	0.3%	$143.65	41
2024-Q4	Increased	2.1M	+8.6%	$340.9M	0.4%	$160.62	40
2024-Q3	Decreased	1.9M	-1.0%	$385.6M	0.4%	$199.08	0