Question 1

How many shares of AMAT does FLOSSBACH VON STORCH SE own?

Accepted Answer

As of 2026-Q2, FLOSSBACH VON STORCH SE holds 206,808 shares of AMAT (APPLIED MATLS INC).

Question 2

What is FLOSSBACH VON STORCH SE's AMAT position worth?

Accepted Answer

As of 2026-Q2, FLOSSBACH VON STORCH SE's AMAT position is worth $149.5M.

Question 3

Is FLOSSBACH VON STORCH SE buying or selling AMAT?

Accepted Answer

In 2026-Q2, FLOSSBACH VON STORCH SE decreased their AMAT position (-47.8% change in shares).

Question 4

When did FLOSSBACH VON STORCH SE first buy AMAT?

Accepted Answer

Based on available 13F filings, FLOSSBACH VON STORCH SE first reported a position in AMAT in 2024-Q3. They have held the position across 13 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	206,808	-47.8%	$149.5M	0.7%	$723.00	0
2026-Q1	Decreased	396,117	-46.6%	$135.4M	0.6%	$341.37	0
2025-Q4	Decreased	741,520	-69.2%	$190.6M	0.8%	$256.35	0
2025-Q3	Decreased	2.4M	-2.2%	$493.1M	1.9%	$203.83	0
2025-Q2	Increased	2.5M	+11.5%	$450.7M	1.8%	$181.74	55
2025-Q1	Increased	2.2M	+37.9%	$320.3M	1.4%	$143.65	64
2024-Q4	Increased	1.6M	+126.6%	$260.2M	1.0%	$160.62	78
2024-Q3	Increased	706,083	+251.7%	$142.7M	0.6%	$199.08	69