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AMAT
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Position history for FIRST MANHATTAN CO. LLC.'s holdings in APPLIED MATLS INC

FIRST MANHATTAN CO. LLC. holds 1.5M shares of AMAT (APPLIED MATLS INC), worth $514.5M as of 2026-Q1. The position was decreased (-20.2% shares). AMAT represents 1.4% of FIRST MANHATTAN CO. LLC.'s portfolio.

Current Value

$514.5M

Current Shares

1.5M

Total Value Change

+$100.2M

Total Shares Change

-250,129

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.5M
-20.2%
$514.5M1.4%$351.32
0
2025-Q4
Decreased
1.9M
-7.1%
$484.5M1.3%$259.97
0
2025-Q3
Decreased
2M
-27.7%
$415.5M1.1%$204.55
0
2025-Q2
Decreased
2.8M
-9.1%
$514.1M1.5%$182.33
0
2025-Q1
Increased
3.1M
+7.8%
$448.2M1.3%$143.95
53
2024-Q4
Increased
2.9M
+9.7%
$467.4M1.4%$162.02
54
2024-Q3
Increased
2.6M
+48.8%
$527.7M1.6%$202.41
68
2024-Q2
Increased
1.8M
+36.8%
$414.3M1.3%$232.66
64

Other major holders of AMAT: BlackRock, Inc., VANGUARD GROUP INC, BlackRock Finance, Inc., VANGUARD CAPITAL MANAGEMENT LLC

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