Applied Materials Inc
Held by 27 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 038222105 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
In plain English: 27 of the investors we track own this stock. In the latest quarter, 6 of them bought more of it and 17 sold some or all of theirs (5 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Managers holding
27
+5 vs last quarter (like-for-like)
Total value held
$20.68B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
1.3%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$5.13B
+69.7% vs last quarter
Net shares bought
-4.2M
Est. net flow -$3.06B
Quarter activity
6 bought · 17 sold
5 new · 0 sold out
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns AMAT?
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Who owns AMAT? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 6 | Stephen Mandel | Lone Pine Capital | 1.21M | $873.19M | 5.3% | New | +1.2M | — | +$873.19M |
| 10 | John Armitage | Egerton Capital (UK) | 521.07K | $376.73M | 3.6% | New | +521.1K | — | +$376.73M |
| 15 | Brad Gerstner | Altimeter Capital | 261.95K | $189.39M | 1.9% | New | +261.9K | — | +$189.39M |
| 24 | Ron Baron | Baron Capital (BAMCO) | 3.39K | $2.45M | 0.0% | New | +3.4K | — | +$2.45M |
| 27 | Baillie Gifford | Baillie Gifford & Co | 52 | $37.60K | 0.0% | New | +52 | — | +$37.60K |
Column filters
No tracked manager sold out of this stock this quarter.
Politician trades
Column filters
| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Josh Gottheimer Politician | Sep 15, 2026 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Oct 7, 2026 | 22 days | PTR ↗ |
| Josh Gottheimer Politician | Aug 6, 2026 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Sep 14, 2026 | 39 days | PTR ↗ |
| Jared Moskowitz Politician | Jul 13, 2026 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Morgan Stanley Active Assets (1) | Aug 27, 2026 | 45 days | PTR ↗ |
| John J. McGuire III Politician | Jul 15, 2026 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Merrill Lynch SEP IRA | Aug 10, 2026 | 26 days | PTR ↗ |
| Jared Moskowitz Politician | Jun 18, 2026 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | Morgan Stanley Active Assets (5) | Jul 26, 2026 | 38 days | PTR ↗ |
| Jared Moskowitz Politician | Jun 18, 2026 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | Morgan Stanley Active Assets (6) | Jul 26, 2026 | 38 days | PTR ↗ |
| Jared Moskowitz Politician | Jun 18, 2026 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Morgan Stanley Active Assets (1) | Jul 26, 2026 | 38 days | PTR ↗ |
| Dan Newhouse Politician | Jul 10, 2026 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Edward Jones IRA | Jul 17, 2026 | 7 days | PTR ↗ |
| Ro Khanna Politician | Jan 23, 2026 | AMAT | APPUED MATERIALS INC CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Feb 6, 2026 | 14 days | PTR ↗ |
| Dan Newhouse Politician | Aug 18, 2025 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Edward Jones IRA | Sep 17, 2025 | 30 days | PTR ↗ |
| Ro Khanna Politician | Aug 15, 2025 | AMAT | APPLIED MATERIALS INC CMN scanned | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Sep 9, 2025 | 25 days | PTR ↗ |
| Lisa McClain Politician | Aug 4, 2025 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab Brokerage Account 924 | Aug 13, 2025 | 9 days | PTR ↗ |
| Lisa McClain Politician | Jul 22, 2025 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab Brokerage Account 924 | Aug 13, 2025 | 22 days | PTR ↗ |
| Jefferson Shreve Politician | May 8, 2025 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Sale (partial) | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | CRT - Standard Unit Trust | Jun 22, 2025 | 45 days | PTR ↗ |
| Jefferson Shreve Politician | May 12, 2025 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Sale | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | CRT - Standard Unit Trust | Jun 22, 2025 | 41 days | PTR ↗ |
| Ro Khanna Politician | May 19, 2025 | AMAT | APPLIED MATERIALS INC CMIN scanned | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Jun 10, 2025 | 22 days | PTR ↗ |
| Ro Khanna Politician | May 28, 2025 | AMAT | APPLIED MATERIALS INC CMN scanned | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Jun 10, 2025 | 13 days | PTR ↗ |
| Ro Khanna Politician | Apr 9, 2025 | AMAT | APPLIED MATERIALS INC CMN scanned | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | — | — | May 12, 2025 | 33 days | PTR ↗ |
| Ro Khanna Politician | Apr 23, 2025 | AMAT | APPLIED MATERIALS INC CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | May 12, 2025 | 19 days | PTR ↗ |
| Robert P. Bresnahan, Jr. Politician | Apr 8, 2025 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | JP Morgan Brokerage Account | May 8, 2025 | 30 days | PTR ↗ |
| Jefferson Shreve Politician | Apr 11, 2025 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | CRT - Standard Unit Trust | May 8, 2025 | 27 days | PTR ↗ |
| Jefferson Shreve Politician | Apr 17, 2025 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | CRT - Standard Unit Trust | May 8, 2025 | 21 days | PTR ↗ |
| Jefferson Shreve Politician | Mar 13, 2025 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | — | Apr 11, 2025 | 29 days | PTR ↗ |
| Ro Khanna Politician | Feb 25, 2025 | AMAT | APPLIED MATERIALS INC CMIN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Mar 6, 2025 | 9 days | PTR ↗ |
| Ro Khanna Politician | Feb 19, 2025 | AMAT | APPUED MATERIALS INC CMN scanned | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Mar 6, 2025 | 15 days | PTR ↗ |