Question 1

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

Accepted Answer

As of 2026-Q1, FLOSSBACH VON STORCH SE holds 396,117 shares of AMAT (APPLIED MATLS INC).

Question 2

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

Accepted Answer

As of 2026-Q1, FLOSSBACH VON STORCH SE's AMAT position is worth $135.4M.

Question 3

Is FLOSSBACH VON STORCH SE buying or selling AMAT?

Accepted Answer

In 2026-Q1, FLOSSBACH VON STORCH SE decreased their AMAT position (-46.6% 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-Q2. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	396,117	-46.6%	$135.4M	0.6%	$351.32	0
2025-Q4	Decreased	741,520	-69.2%	$190.6M	0.8%	$259.97	0
2025-Q3	Decreased	2.4M	-2.2%	$493.1M	1.9%	$204.55	0
2025-Q2	Increased	2.5M	+11.5%	$450.7M	1.8%	$182.33	55
2025-Q1	Increased	2.2M	+37.9%	$320.3M	1.4%	$143.95	64
2024-Q4	Increased	1.6M	+126.6%	$260.2M	1.0%	$162.02	78
2024-Q3	Increased	706,083	+251.7%	$142.7M	0.6%	$202.41	69
2024-Q2	Increased	200,752	+225.8%	$47.4M	0.2%	$232.66	56