NATIONAL BANK OF CANADA /FI/
BankPosition in AMAT — Applied Materials Inc /De
CIK 926171
MONTREAL, A8
Position in AMAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$415,898,520
+$16,526,820 QoQ
Shares Held
575,240
-50.8% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#130
of 3,502 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 69%
None 31%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026NATIONAL BANK OF CANADA /FI/ holds $1,682,999,886 across 15 Semiconductor Equipment & Materials names. AMAT ranks #3 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,446,518 | $626,819,641 | |
| 2 | KLAC |
Kla Corp
|
1,539,211 | $464,395,348 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
575,240 | $415,898,520 | |
| 4 | ASML |
Asml Holding NV
|
62,934 | $125,203,409 | |
| 5 | TER |
Teradyne, Inc
|
78,667 | $38,062,240 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
52,688 | $4,543,286 | |
| 7 | DQ |
Daqo New Energy Corp.
|
245,120 | $3,282,156 | |
| 8 | Q |
Qnity Electronics, Inc.
|
19,091 | $3,117,750 |
All Filings in AMAT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,898,520 | 575,240 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $399,371,700 | 1,168,471 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $253,053,425 | 984,682 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $325,275,964 | 1,588,727 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $236,840,953 | 1,293,718 | Shares | Defined | 2025-08-18 | |
| 2025-03-31 | $149,583,745 | 1,030,759 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $213,410,078 | 1,312,243 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $146,988,949 | 727,488 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $130,310,136 | 552,185 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $157,381,123 | 763,134 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $184,810,688 | 1,140,314 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $64,823,119 | 468,206 | Shares | Defined | 2023-10-10 | |
| 2023-06-30 | $57,225,986 | 395,918 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $27,001,594 | 219,829 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $22,095,034 | 226,895 | Shares | Defined | 2023-01-24 | |
| 2022-09-30 | $40,052,872 | 488,867 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $16,420,160 | 180,481 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 | $9,718,930 | 73,740 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $26,975,279 | 171,424 | Shares | Defined | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||