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Asset Management One Co. Ltd. Reduces Stake in Applied Materials
The institutional investor sold 2,789 shares of the semiconductor equipment manufacturer during the fourth quarter.
Apr. 18, 2026 at 7:22am
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The complex machinery that powers the semiconductor industry continues to draw interest from major institutional investors.Santa Clara TodayAsset Management One Co. Ltd. lowered its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT) by 0.8% during the fourth quarter, according to the company's recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor now owns 342,363 shares of the manufacturing equipment provider's stock, valued at $90,024,000 as of the latest filing.
Why it matters
Applied Materials is a leading supplier of semiconductor manufacturing equipment, and changes in institutional ownership can provide insights into market sentiment and expectations around the company's performance.
The details
According to the 13F filing, Asset Management One Co. Ltd. sold 2,789 shares of Applied Materials during the fourth quarter. The institutional investor now holds a 0.8% smaller stake in the company compared to the previous quarter. Applied Materials' stock has seen strong performance recently, with the share price rising over 30% in the past year as the semiconductor industry has boomed.
- The 13F filing covers the fourth quarter of 2025.
The players
Asset Management One Co. Ltd.
An institutional investor that manages a portfolio of stocks, including a position in Applied Materials.
Applied Materials, Inc.
A U.S.-based supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials.
The takeaway
The reduction in Asset Management One Co. Ltd.'s stake in Applied Materials suggests the institutional investor may have a slightly more cautious outlook on the semiconductor equipment manufacturer's near-term prospects, even as the stock has performed well recently. However, Applied Materials remains a major holding in the investor's portfolio.
