APPLIED MATERIALS INC · CUSIP 038222105 · CIK 1055964
As of 2026-06-30, NOMURA ASSET MANAGEMENT CO LTD reported 1.27M AMAT (shares), valued at $918.10M, or 1.96% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 6.07%; reported value increased 124.37%, and weight changed +0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.96% | 1,269,847 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 1.06% | 1,197,178 | SEC filing ↗Filed May 11, 2026Amended |
| Q4 2025 | 0.47% | 728,645 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 0.28% | 519,646 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 0.30% | 587,716 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 0.38% | 866,816 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 0.51% | 1,048,864 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 0.95% | 1,518,655 | SEC filing ↗Filed Nov 15, 2024 |
| Q2 2024 | 0.92% | 1,142,464 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 0.75% | 1,004,289 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 0.52% | 769,915 | SEC filing ↗Filed Feb 9, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.52% | 769,915 | $124.78M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 0.75% | 1,004,289 | $207.11M | Shares increased 30.44%; reported value increased 65.98%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 0.92% | 1,142,464 | $271.04M | Shares increased 13.76%; reported value increased 30.87%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 0.95% | 1,518,655 | $306.84M | Shares increased 32.93%; reported value increased 13.21%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 15, 2024 |
| Q4 2024 | 0.51% | 1,048,864 | $170.58M | Shares decreased 30.93%; reported value decreased 44.41%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 0.38% | 866,816 | $125.79M | Shares decreased 17.36%; reported value decreased 26.25%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 0.30% | 587,716 | $107.59M | Shares decreased 32.20%; reported value decreased 14.47%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 0.28% | 519,646 | $106.39M | Shares decreased 11.58%; reported value decreased 1.12%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 0.47% | 728,645 | $187.25M | Shares increased 40.22%; reported value increased 76.00%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 1.06% | 1,197,178 | $409.18M | Shares increased 64.30%; reported value increased 118.52%, and weight changed +0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 1.96% | 1,269,847 | $918.10M | Shares increased 6.07%; reported value increased 124.37%, and weight changed +0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.