B. Metzler seel. Sohn & Co. AG
Position in AMAT — Applied Materials Inc /De
CIK 1847838
FRANKFURT, 2M
Position in AMAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$101,810,691
+$57,908,109 QoQ
Shares Held
140,817
+9.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#311
of 3,488 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026B. Metzler seel. Sohn & Co. AG holds $237,320,272 across 7 Semiconductor Equipment & Materials names. AMAT ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
140,817 | $101,810,691 | |
| 2 | LRCX |
Lam Research Corp
|
204,254 | $88,509,385 | |
| 3 | KLAC |
Kla Corp
|
125,048 | $37,728,231 | |
| 4 | TER |
Teradyne, Inc
|
9,974 | $4,825,819 | |
| 5 | ACLS |
Axcelis Technologies Inc
|
13,383 | $2,535,409 | |
| 6 | ENTG |
Entegris Inc
|
5,793 | $1,041,928 | |
| 7 | Q |
Qnity Electronics, Inc.
|
5,320 | $868,809 |
All Filings in AMAT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,810,691 | 140,817 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $43,902,582 | 128,449 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $38,852,774 | 151,184 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $34,549,669 | 168,749 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $25,917,219 | 141,570 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $12,649,384 | 87,165 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $21,777,945 | 133,911 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $37,476,435 | 185,481 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $44,245,764 | 187,490 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $33,396,473 | 161,938 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $25,160,232 | 155,243 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $25,383,422 | 183,340 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $29,058,610 | 201,042 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $25,595,437 | 208,381 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $21,387,374 | 219,628 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $18,199,028 | 222,129 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,268,459 | 266,745 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $31,535,785 | 239,270 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $38,376,169 | 243,875 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||