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AMATAMAT
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Position history for FIRST MANHATTAN CO. LLC.FIRST MANHATTAN CO. LLC.'s holdings in APPLIED MATERIALS INC

FIRST MANHATTAN CO. LLC. holds 1.2M shares of AMAT (APPLIED MATERIALS INC), worth $896.8M as of 2026-Q2. The position was decreased (-17.6% shares). AMAT represents 2.3% of FIRST MANHATTAN CO. LLC.'s portfolio.

Current Value

$896.8M

Current Shares

1.2M

Total Value Change

+$369.2M

Total Shares Change

-1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.2M
-17.6%
$896.8M2.3%$723.00
0
2026-Q1
Decreased
1.5M
-20.2%
$514.5M1.4%$341.37
0
2025-Q4
Decreased
1.9M
-7.1%
$484.5M1.3%$256.35
0
2025-Q3
Decreased
2M
-27.7%
$415.5M1.1%$203.83
0
2025-Q2
Decreased
2.8M
-9.1%
$514.1M1.5%$181.74
0
2025-Q1
Increased
3.1M
+7.8%
$448.2M1.3%$143.65
53
2024-Q4
Increased
2.9M
+9.7%
$467.4M1.4%$160.62
54
2024-Q3
Increased
2.6M
+48.8%
$527.7M1.6%$199.08
68

Other major holders of AMAT: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, STATE STREET CORP

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