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All holdings

Applied Materials

AMAT

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
7
In their latest 13F (Q3 2026)
See who
Value held
$171m
Combined value at quarter end
Last quarter
0 bought
5 sold or trimmed
Price at Q3 ’26 end
$511.38
-29.3% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

-19.5%Q4 ’24
-10.8%Q1 ’25
+26.2%Q2 ’25
+11.8%Q3 ’25
+25.5%Q4 ’25
+33.0%Q1 ’26
+111.5%Q2 ’26
-29.3%Q3 ’26
Q4 ’24: -19.5%; Q1 ’25: -10.8%; Q2 ’25: +26.2%; Q3 ’25: +11.8%; Q4 ’25: +25.5%; Q1 ’26: +33.0%; Q2 ’26: +111.5%; Q3 ’26: -29.3%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

4Q4 ’23
3Q1 ’24
4Q2 ’24
3Q3 ’24
3Q4 ’24
3Q1 ’25
6Q2 ’25
6Q3 ’25
7Q4 ’25
7Q1 ’26
7Q2 ’26
1Q3 ’26
Q4 ’23: 4; Q1 ’24: 3; Q2 ’24: 4; Q3 ’24: 3; Q4 ’24: 3; Q1 ’25: 3; Q2 ’25: 6; Q3 ’25: 6; Q4 ’25: 7; Q1 ’26: 7; Q2 ’26: 7; Q3 ’26: 1

Counts the managers on this site whose 13F for that quarter includes Applied Materials.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Applied Materials
Cantillon Capital Management5.5%$36.3m$36.3mTrimmed -97%26 qtrs
Matrix Asset Advisors2.0%$24.5m$24.5mTrimmed -0.4%6 qtrs
Davis Selected Advisers0.3%$74.1m$74.1mTrimmed -91%53 qtrs
Markel Group0.2%$26.3m$26.3mUnchanged5 qtrs
Mairs & Power0.1%$8.0m$8.0mTrimmed -2.8%38 qtrs
Brave Warrior Advisors0.0%$695k$695kUnchanged3 qtrs
Harris Associates (Oakmark)0.0%$1.4m$1.4mTrimmed -12%5 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Applied Materials
Bought or soldFiling
2 Oct 2026Sanders AdamCorp. Controller & CAO▼ Sold725$544.56$395kForm 4
8 Sep 2026Bruner JudyDirector▼ Sold1,000$465.00$465kForm 4
25 Aug 2026Hill BriceSVP, CFO▼ Sold7,500$479.25$3.6mForm 4

About the company

Sector
Technology · Semiconductors & Related Devices
Incorporated in
District of Columbia
Financial year ends
26 October
Shares outstanding
794m at 26 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$7.5bnOct ’13
$9.7bnOct ’15
$15bnOct ’17
$15bnOct ’19
$23bnOct ’21
$27bnOct ’23
$28bnOct ’25
Oct ’13: $7.5bn; Oct ’14: $9.1bn; Oct ’15: $9.7bn; Oct ’16: $11bn; Oct ’17: $15bn; Oct ’18: $17bn; Oct ’19: $15bn; Oct ’20: $17bn; Oct ’21: $23bn; Oct ’22: $26bn; Oct ’23: $27bn; Oct ’24: $27bn; Oct ’25: $28bn
Applied Materials revenue and net income by year
YearRevenueNet income
Year to Oct 2025$28bn$7.0bn
Year to Oct 2024$27bn$7.2bn
Year to Oct 2023$27bn$6.9bn
Year to Oct 2022$26bn$6.5bn
Year to Oct 2021$23bn$5.9bn
Year to Oct 2020$17bn$3.6bn
Year to Oct 2019$15bn$2.7bn
Year to Oct 2018$17bn$3.0bn
Year to Oct 2017$15bn$3.5bn
Year to Oct 2016$11bn$1.7bn
Year to Oct 2015$9.7bn$1.4bn
Year to Oct 2014$9.1bn$1.1bn
Year to Oct 2013$7.5bn$256m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.