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AMATAMAT

Showing 8 of 30 quarters

Position history for Impax Asset Management Group plcImpax Asset Management Group plc's holdings in Applied Materials, Inc.

Yes. Impax Asset Management Group holds 242,832 shares of AMAT (Applied Materials), worth $175.6M, as of its Q2 2026 13F filing. It reduced the position by 16,770 shares (-6.5%) from Q1 2026. Impax Asset Management Group has held AMAT in every 13F on record since Q1 2019, 30 quarterly filings. AMAT is 1.1% of Impax Asset Management Group's reported 13F portfolio.

Current Value

$175.6M

Current Shares

242,832

Total Value Change

-$339.2M

Total Shares Change

-2.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
242,832
-6.5%
$175.6M1.1%$723.00
0
2026-Q1
Decreased
259,602
-69.6%
$88.7M0.6%$341.37
0
2025-Q4
Decreased
854,529
-20.9%
$219.6M1.4%$256.35
0
2025-Q3
Decreased
1.1M
-19.4%
$221.1M1.3%$203.83
0
2025-Q2
Decreased
1.3M
-16.1%
$244.4M1.4%$181.74
0
2025-Q1
Decreased
1.6M
-39.0%
$230.9M1.4%$143.65
0
2024-Q4
Increased
2.6M
+2.6%
$425M1.9%$160.62
50
2024-Q3
Decreased
2.6M
-0.8%
$514.7M2.0%$199.08
0

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