Applied Materials, Inc.
CH ˙ SWX ˙ US0382221051
SecurityCH:AMAT / Applied Materials, Inc.
InstitutionFmr Llc
Latest Disclosed Ownership6,397,824 shares
Latest Disclosed Value $ 2,186,712,176
Fmr Llc reports 32.33% increase in ownership of AMAT / Applied Materials, Inc.

On May 15, 2026 - Fmr Llc filed a 13F-HR form disclosing ownership of 6,397,824 shares of Applied Materials, Inc. (CH:AMAT) valued at $2,186,712,176 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,834,589 shares of Applied Materials, Inc.. This represents a change in shares of 32.33% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F APPLIED MATLS COM 038222105 6,397,824 1,563,235 32.33 2,186,712 76.00 0.1152
2026-02-17 2025-12-31 13F APPLIED MATLS COM 038222105 4,834,589 -181,093 -3.61 1,242,441 20.99 0.0633
2025-11-13 2025-09-30 13F APPLIED MATLS COM 038222105 5,015,682 -47,914 -0.95 1,026,911 10.78 0.0534
2025-08-14 2025-06-30 13F APPLIED MATLS COM 038222105 5,063,596 -4,034,469 -44.34 926,993 -29.79 0.0523
2025-05-12 2025-03-31 13F APPLIED MATLS COM 038222105 9,098,065 -331,848 -3.52 1,320,311 -13.91 0.0843
2025-02-13 2024-12-31 13F APPLIED MATLS COM 038222105 9,429,913 -6,983,199 -42.55 1,533,587 -53.76 0.0915
2024-11-13 2024-09-30 13F APPLIED MATLS COM 038222105 16,413,112 858,122 5.52 3,316,269 -9.66 0.2018
2024-08-13 2024-06-30 13F APPLIED MATLS COM 038222105 15,554,990 3,785,046 32.16 3,670,822 51.23 0.2350
2024-05-13 2024-03-31 13F APPLIED MATLS COM 038222105 11,769,944 1,123,952 10.56 2,427,315 40.68 0.1630
2024-02-13 2023-12-31 13F APPLIED MATLS COM 038222105 10,645,992 -117,395 -1.09 1,725,396 15.78 0.1325
2023-11-13 2023-09-30 13F APPLIED MATLS COM 038222105 10,763,387 -948,674 -8.10 1,490,191 -11.97 0.1288
2023-08-11 2023-06-30 13F APPLIED MATLS COM 038222105 11,712,061 1,005 0.01 1,692,861 17.68 0.1419
2023-08-11 2023-03-31 13F/A-1 APPLIED MATLS COM 038222105 11,711,056 -130,387 -1.10 1,438,469 24.75 0.1316
2023-05-11 2023-03-31 13F APPLIED MATLS COM 038222105 11,711,056 -130,387 1,438,469 0.1316
2023-02-13 2022-12-31 13F APPLIED MATLS COM 038222105 11,841,443 816,669 7.41 1,153,120 27.66 0.1145
2022-11-10 2022-09-30 13F APPLIED MATLS COM 038222105 11,024,774 -486,006 -4.22 903,261 -13.75 0.0942
2022-08-12 2022-06-30 13F APPLIED MATLS COM 038222105 11,510,780 -6,137,266 -34.78 1,047,251 -54.98 0.1044
2022-05-13 2022-03-31 13F APPLIED MATLS COM 038222105 17,648,046 -4,303,858 -19.61 2,326,012 -32.66 0.1858
2022-02-14 2021-12-31 13F APPLIED MATLS COM 038222105 21,951,904 1,199,682 5.78 3,454,350 29.31 0.2551
2022-02-14 2021-09-30 13F/A-1 APPLIED MATLS COM 038222105 20,752,222 -941,087 -4.34 2,671,433 -13.52 0.2119
2021-11-15 2021-09-30 13F APPLIED MATLS COM 038222105 20,752,222 -941,087 2,671,433 0.2118
2021-08-13 2021-06-30 13F APPLIED MATLS COM 038222105 21,693,309 2,593,318 13.58 3,089,127 21.06 0.2420
2021-05-14 2021-03-31 13F APPLIED MATLS COM 038222105 19,099,991 3,133,546 19.63 2,551,760 85.19 0.2179
2021-02-08 2020-12-31 13F APPLIED MATLS COM 038222105 15,966,445 6,325,128 65.60 1,377,905 140.40 0.1226
2020-11-13 2020-09-30 13F APPLIED MATLS COM 038222105 9,641,317 -3,340,414 -25.73 573,176 -26.96 0.0579
2020-08-24 2020-06-30 13F/A-1 APPLIED MATLS COM 038222105 12,981,731 -3,494,037 -21.21 784,744 3.95 0.0863
2020-08-13 2020-06-30 13F APPLIED MATLS COM 038222105 12,981,731 -3,494,037 784,744 19,278.8636
2020-05-14 2020-03-31 13F APPLIED MATLS COM 038222105 16,475,768 -2,969,510 -15.27 754,919 -36.40 0.1045
2020-02-07 2019-12-31 13F APPLIED MATLS COM 038222105 19,445,278 -3,616,798 -15.68 1,186,940 3.14 0.1310
2019-11-13 2019-09-30 13F APPLIED MATLS COM 038222105 23,062,076 -1,795,565 -7.22 1,150,798 3.09 0.1380
2019-08-13 2019-06-30 13F APPLIED MATLS COM 038222105 24,857,641 -1,169,711 -4.49 1,116,357 8.15 0.1304
2019-05-13 2019-03-31 13F APPLIED MATLS COM 038222105 26,027,352 3,656,960 16.35 1,032,245 40.94 0.1237
2019-02-13 2018-12-31 13F APPLIED MATLS COM 038222105 22,370,392 7,664,767 52.12 732,406 28.86 0.1003
2018-11-09 2018-09-30 13F APPLIED MATLS COM 038222105 14,705,625 6,766,709 85.23 568,373 55.00 0.0639
2018-08-10 2018-06-30 13F APPLIED MATLS COM 038222105 7,938,916 -1,940,013 -19.64 366,699 -33.25 0.0433
2018-05-14 2018-03-31 13F APPLIED MATLS COM 038222105 9,878,929 -10,456,417 -51.42 549,367 -47.15 0.0652
2018-02-12 2017-12-31 13F APPLIED MATLS COM 038222105 20,335,346 -6,610,483 -24.53 1,039,543 -25.94 0.1219
2017-11-13 2017-09-30 13F APPLIED MATLS COM 038222105 26,945,829 -3,127,737 -10.40 1,403,608 12.98 0.1697
2017-08-29 2017-06-30 13F/A-1 APPLIED MATLS COM 038222105 30,073,566 -1,939,581 -6.06 1,242,338 -0.24 0.1544
2017-08-11 2017-06-30 13F APPLIED MATLS COM 038222105 30,073,566 -1,939,581 1,242,338
2017-05-11 2017-03-31 13F APPLIED MATLS COM 038222105 32,013,147 4,604,275 16.80 1,245,311 40.80 0.1582
2017-02-10 2016-12-31 13F APPLIED MATLS COM 038222105 27,408,872 1,043,628 3.96 884,485 11.27 0.1182
2016-11-14 2016-09-30 13F APPLIED MATLS COM 038222105 26,365,244 -6,255,001 -19.18 794,912 1.66 0.1059
2016-08-11 2016-06-30 13F APPLIED MATLS COM 038222105 32,620,245 12,881,391 65.26 781,907 87.03 0.1067
2016-05-16 2016-03-31 13F APPLIED MATLS COM 038222105 19,738,854 1,747,171 9.71 418,069 24.46 0.0578
2016-02-12 2015-12-31 13F APPLIED MATLS COM 038222105 17,991,683 -203,702 -1.12 335,906 25.67 0.0452
2015-11-10 2015-09-30 13F APPLIED MATLS COM 038222105 18,195,385 5,378,665 41.97 267,291 8.51 0.0381
2015-08-25 2015-06-30 13F/A-1 APPLIED MATLS COM 038222105 12,816,720 -5,825,747 -31.25 246,337 -41.43 0.0316
2015-08-13 2015-06-30 13F APPLIED MATLS COM 038222105 12,816,720 246,337
2015-05-14 2015-03-31 13F APPLIED MATLS COM 038222105 18,642,467 -12,164,553 -39.49 420,574 -45.22 0.0536
2015-02-17 2014-12-31 13F APPLIED MATLS COM 038222105 30,807,020 -464,411 -1.49 767,711 13.60 0.0999
2014-11-14 2014-09-30 13F APPLIED MATLS COM 038222105 31,271,431 -4,358,428 -12.23 675,776 -15.89 0.0915
2014-08-14 2014-06-30 13F APPLIED MATLS COM 038222105 35,629,859 1,663,430 4.90 803,453 15.84 0.1077
2014-05-15 2014-03-31 13F APPLIED MATLS COM 038222105 33,966,429 5,182,190 18.00 693,593 36.21 0.0963
2014-02-13 2013-12-31 13F APPLIED MATLS COM 038222105 28,784,239 2,683,248 10.28 509,194 11.22 0.0720
2013-11-14 2013-09-30 13F APPLIED MATLS COM 038222105 26,100,991 -8,887,587 -25.40 457,811 -12.24 0.0702
2013-09-24 2013-06-30 13F/A-1 APPLIED MATLS COM 038222105 34,988,578 34,988,578 521,680 0.0854
2013-08-14 2013-06-30 13F APPLIED MATLS COM 038222105 34,988,578 521,680 0.0854
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.