Applied Materials, Inc.
US ˙ NasdaqGS ˙ US0382221051

SecurityAMAT / Applied Materials, Inc.
InstitutionFirst Foundation Advisors
Latest Disclosed Ownership34,668 shares
Latest Disclosed Value $ 11,849,209
First Foundation Advisors reports 0.04% increase in ownership of AMAT / Applied Materials, Inc.

On May 4, 2026 - First Foundation Advisors filed a 13F-HR form disclosing ownership of 34,668 shares of Applied Materials, Inc. (US:AMAT) valued at $11,849,176 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 34,653 shares of Applied Materials, Inc.. This represents a change in shares of 0.04% during the quarter. The current value of the position is $17,360,694 USD.

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)
2026-05-04 2026-03-31 13F APPLIED MATLS COM 038222105 34,668 15 0.04 11,849 33.06 0.4294
2026-02-04 2025-12-31 13F APPLIED MATLS COM 038222105 34,653 -4,218 -10.85 8,905 11.90 0.3356
2025-11-17 2025-09-30 13F APPLIED MATLS COM 038222105 38,871 -40,665 -51.13 7,958 -45.34 0.2941
2025-08-14 2025-06-30 13F APPLIED MATLS COM 038222105 79,536 -13,994 -14.96 14,561 7.27 0.5396
2025-05-08 2025-03-31 13F APPLIED MATLS COM 038222105 93,530 -5,120 -5.19 13,573 -15.40 0.5525
2025-02-13 2024-12-31 13F APPLIED MATLS COM 038222105 98,650 1,608 1.66 16,043 -18.18 0.6036
2024-11-14 2024-09-30 13F APPLIED MATLS COM 038222105 97,042 -4,932 -4.84 19,607 -18.52 0.7386
2024-08-06 2024-06-30 13F APPLIED MATLS COM 038222105 101,974 5,184 5.36 24,065 20.56 0.9196
2024-05-10 2024-03-31 13F APPLIED MATLS COM 038222105 96,790 -2,846 -2.86 19,961 23.61 0.7987
2024-02-14 2023-12-31 13F APPLIED MATLS COM 038222105 99,636 -8,418 -7.79 16,148 7.94 0.7358
2023-11-15 2023-09-30 13F APPLIED MATLS COM 038222105 108,054 7,680 7.65 14,960 3.12 0.6988
2023-08-14 2023-06-30 13F APPLIED MATLS COM 038222105 100,374 -11,087 -9.95 14,508 5.98 0.6270
2023-05-12 2023-03-31 13F APPLIED MATLS COM 038222105 111,461 -19,789 -15.08 13,691 7.11 0.6295
2023-02-14 2022-12-31 13F APPLIED MATLS COM 038222105 131,250 -29,022 -18.11 12,781 -2.67 0.6121
2022-11-14 2022-09-30 13F APPLIED MATLS COM 038222105 160,272 -112 -0.07 13,131 -10.01 0.6430
2022-08-12 2022-06-30 13F APPLIED MATLS COM 038222105 160,384 23,916 17.52 14,592 -18.87 0.6445
2022-05-05 2022-03-31 13F APPLIED MATLS COM 038222105 136,468 14,859 12.22 17,987 -6.00 0.6494
2022-02-14 2021-12-31 13F APPLIED MATLS COM 038222105 121,609 117,779 3,075.17 19,136 3,781.54 0.6577
2021-11-15 2021-09-30 13F APPLIED MATLS COM 038222105 3,830 594 18.36 493 6.94 0.0184
2021-08-13 2021-06-30 13F APPLIED MATLS COM 038222105 3,236 -881 -21.40 461 -16.18 0.0178
2021-05-18 2021-03-31 13F APPLIED MATLS COM 038222105 4,117 -295 -6.69 550 44.36 0.0236
2021-02-16 2020-12-31 13F APPLIED MATLS COM 038222105 4,412 460 11.64 381 62.13 0.0169
2020-11-12 2020-09-30 13F Applied Materials COM 038222105 3,952 -12 -0.30 235 -2.08 0.0109
2020-08-14 2020-06-30 13F Applied Materials COM 038222105 3,964 -893 -18.39 240 7.62 0.0124
2020-05-11 2020-03-31 13F Applied Materials COM 038222105 4,857 1,370 39.29 223 4.69 0.0137
2020-02-11 2019-12-31 13F Applied Materials COM 038222105 3,487 3,487 213 0.0105
2019-11-12 2019-09-30 13F Applied Materials COM 038222105 0 -5,586 -100.00 0 -100.00
2019-08-14 2019-06-30 13F Applied Materials COM 038222105 5,586 -570 -9.26 251 2.87 0.0141
2019-05-13 2019-03-31 13F Applied Materials COM 038222105 6,156 6,156 244 0.0145
2019-02-14 2018-12-31 13F Applied Materials COM 038222105 0 -5,644 -100.00 0 -100.00
2018-11-13 2018-09-30 13F Applied Materials COM 038222105 5,644 92 1.66 218 -14.84 0.0121
2018-08-14 2018-06-30 13F APPLIED MATLS COM 038222105 5,552 0 0.00 256 -17.15 0.0150
2018-05-15 2018-03-31 13F Applied Materials COM 038222105 5,552 -2,322 -29.49 309 -23.33 0.0172
2018-02-14 2017-12-31 13F Applied Materials COM 038222105 7,874 7,874 403 0.0218
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.