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AMAT
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Position history for Erste Asset Management GmbH's holdings in APPLIED MATLS INC

Erste Asset Management GmbH holds 266,403 shares of AMAT (APPLIED MATLS INC), worth $87M as of 2026-Q1. The position was increased (+32.6% shares). AMAT represents 0.8% of Erste Asset Management GmbH's portfolio.

Current Value

$87M

Current Shares

266,403

Total Value Change

-$29.2M

Total Shares Change

-230,497

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
266,403
+32.6%
$87M0.8%$351.32
54
2025-Q4
Decreased
200,830
-48.5%
$52.4M0.4%$259.97
0
2025-Q3
Decreased
389,698
-35.8%
$79.7M0.8%$204.55
0
2025-Q2
Increased
607,072
+18.7%
$111.2M0.9%$182.33
50
2025-Q1
Increased
511,320
+1.0%
$74.3M1.0%$143.95
42
2024-Q4
Increased
506,279
+11.7%
$83.8M1.0%$162.02
52
2024-Q3
Decreased
453,165
-8.8%
$92.5M1.1%$202.41
0
2024-Q2
Decreased
496,900
-10.8%
$116.2M1.5%$232.66
0

Other major holders of AMAT: BlackRock, Inc., VANGUARD GROUP INC, BlackRock Finance, Inc., VANGUARD CAPITAL MANAGEMENT LLC

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