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AMATAMAT

Showing 8 of 30 quarters

Position history for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s holdings in Applied Materials, Inc.

Yes. Van Lanschot Kempen Investment Management holds 67,347 shares of AMAT (Applied Materials), worth $48.7M, as of its Q2 2026 13F filing. It reduced the position by 109 shares (-0.2%) from Q1 2026. Van Lanschot Kempen Investment Management has held AMAT in every 13F on record since Q1 2019, 30 quarterly filings. AMAT is 0.4% of Van Lanschot Kempen Investment Management's reported 13F portfolio.

Current Value

$48.7M

Current Shares

67,347

Total Value Change

-$33.5M

Total Shares Change

-339,665

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
67,347
-0.2%
$48.7M0.4%$723.00
0
2026-Q1
Increased
67,456
+826.6%
$23.1M0.2%$341.37
55
2025-Q4
Decreased
7,280
-75.7%
$1.9M0.0%$256.35
0
2025-Q3
Decreased
29,905
-5.6%
$6.1M0.1%$203.83
0
2025-Q2
Decreased
31,681
-75.1%
$5.8M0.1%$181.74
0
2025-Q1
Decreased
127,363
-48.2%
$18.5M0.2%$143.65
0
2024-Q4
Decreased
245,781
-39.6%
$40M0.4%$160.62
0
2024-Q3
Decreased
407,012
-7.4%
$82.2M0.8%$199.08
0

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