SEC 13F Intelligence

Impax Asset Management Group PLC / AMAT

Impax Asset Management Group PLC’s Applied Matls Inc Position

Does Impax Asset Management Group PLC own Applied Matls Inc (AMAT)? Yes — 259.6K shares worth $89M (+0.62% of its 13F portfolio) as of Q1 2026, down from 854.5K shares the prior filed quarter.

Position Value
$89M
Q1 2026
Shares
259.6K
% of Portfolio
+0.62%
Quarters Held
29
currently held

Position History AMAT

Reported value by quarter
Q1 ’19: $8MQ1 ’19Q2 ’19: $12MQ3 ’19: $15MQ4 ’19: $18MQ1 ’20: $15MQ1 ’20Q2 ’20: $18MQ3 ’20: $22MQ4 ’20: $30MQ1 ’21: $42MQ1 ’21Q2 ’21: $45MQ3 ’21: $40MQ4 ’21: $40MQ1 ’22: $392MQ1 ’22Q2 ’22: $302MQ3 ’22: $288MQ4 ’22: $386MQ1 ’23: $333MQ1 ’23Q2 ’23: $411MQ3 ’23: $352MQ4 ’23: $422MQ1 ’24: $559MQ1 ’24Q2 ’24: $606MQ3 ’24: $606MQ4 ’24: $425MQ1 ’25: $231MQ1 ’25Q2 ’25: $244MQ3 ’25: $221MQ4 ’25: $220MQ1 ’26: $89MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026259.6K$89M+0.62%
Q4 2025854.5K$220M+1.37%
Q3 20251.08M$221M+1.29%
Q2 20251.34M$244M+1.41%
Q1 20251.60M$231M+1.39%
Q4 20242.62M$425M+1.92%
Q3 20242.57M$606M+2.47%
Q2 20242.57M$606M+2.47%
Q1 20242.72M$559M+2.14%
Q4 20232.60M$422M+1.69%
Q3 20232.55M$352M+1.57%
Q2 20232.85M$411M+1.65%
Q1 20232.71M$333M+1.39%
Q4 20223.97M$386M+1.73%
Q3 20223.52M$288M+1.48%
Q2 20223.32M$302M+1.47%
Q1 20222.97M$392M+1.62%
Q4 2021256.0K$40M+0.15%
Q3 2021312.2K$40M+0.17%
Q2 2021314.3K$45M+0.20%
Q1 2021314.3K$42M+0.21%
Q4 2020341.9K$30M+0.19%
Q3 2020366.0K$22M+0.19%
Q2 2020299.6K$18M+0.19%
Q1 2020329.7K$15M+0.20%
Q4 2019295.8K$18M+0.20%
Q3 2019295.8K$15M+0.19%
Q2 2019278.0K$12M+0.16%
Q1 2019193.4K$8M+0.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Impax Asset Management Group PLC’s full portfolio or all institutional holders of AMAT.