How many shares of AMAT does PRIMECAP MANAGEMENT CO/CA/ own?

As of 2026-Q2, PRIMECAP MANAGEMENT CO/CA/ holds 1M shares of AMAT (APPLIED MATERIALS INC).

What is PRIMECAP MANAGEMENT CO/CA/'s AMAT position worth?

As of 2026-Q2, PRIMECAP MANAGEMENT CO/CA/'s AMAT position is worth $754M.

Is PRIMECAP MANAGEMENT CO/CA/ buying or selling AMAT?

In 2026-Q2, PRIMECAP MANAGEMENT CO/CA/ decreased their AMAT position (-11.2% change in shares).

When did PRIMECAP MANAGEMENT CO/CA/ first buy AMAT?

Based on available 13F filings, PRIMECAP MANAGEMENT CO/CA/ first reported a position in AMAT in 2018-Q4. They have held the position across 31 quarters.

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PRIMECAP MANAGEMENT CO/CA/

AMAT
31 quarters

Position history for PRIMECAP MANAGEMENT CO/CA/'s holdings in APPLIED MATERIALS INC

Current Value

$754M

Current Shares

Total Value Change

+$590.5M

Total Shares Change

-4M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1M	-11.2%	$754M	0.4%	$723.00	0
2026-Q1	Decreased	1.2M	-4.8%	$401.3M	0.3%	$341.37	0
2025-Q4	Decreased	1.2M	-22.1%	$317.1M	0.2%	$256.35	0
2025-Q3	Decreased	1.6M	-9.5%	$324.4M	0.2%	$203.83	0
2025-Q2	Decreased	1.8M	-28.7%	$320.4M	0.3%	$181.74	0
2025-Q1	Decreased	2.5M	-5.5%	$356.2M	0.3%	$143.65	0
2024-Q4	Decreased	2.6M	-5.3%	$422.2M	0.3%	$160.62	0
2024-Q3	Decreased	2.7M	-4.0%	$554.1M	0.4%	$199.08	0
2024-Q2	Decreased	2.9M	-5.1%	$673.8M	0.5%	$232.08	0
2024-Q1	Decreased	3M	-7.0%	$620.6M	0.5%	$202.44	0
2023-Q4	Decreased	3.2M	-4.1%	$524.1M	0.4%	$158.82	0
2023-Q3	Decreased	3.4M	-9.6%	$466.9M	0.4%	$135.39	0
2023-Q2	Decreased	3.7M	-5.5%	$539.2M	0.5%	$141.04	0
2023-Q1	Decreased	3.9M	-1.7%	$485M	0.4%	$119.54	0
2022-Q4	Decreased	4M	-2.5%	$391M	0.4%	$94.55	0
2022-Q3	Decreased	4.1M	-0.4%	$337.5M	0.3%	$79.36	0
2022-Q2	Decreased	4.1M	-1.2%	$376.3M	0.3%	$87.90	0
2022-Q1	Decreased	4.2M	-3.9%	$551.6M	0.4%	$127.03	0
2021-Q4	Decreased	4.4M	-4.2%	$685.4M	0.5%	$151.39	0
2021-Q3	Decreased	4.5M	-1.1%	$585M	0.4%	$123.65	0
2021-Q2	Decreased	4.6M	-8.1%	$654.1M	0.4%	$136.53	0
2021-Q1	Decreased	5M	-2.2%	$668M	0.5%	$127.87	0
2020-Q4	Decreased	5.1M	-2.5%	$441.3M	0.3%	$82.44	0
2020-Q3	Decreased	5.2M	-2.7%	$311.8M	0.3%	$56.62	0
2020-Q2	Decreased	5.4M	-6.5%	$325.9M	0.3%	$57.38	0
2020-Q1	Increased	5.8M	+15.9%	$264.3M	0.3%	$43.32	42
2019-Q4	Decreased	5M	-0.6%	$303.9M	0.2%	$57.53	0
2019-Q3	Decreased	5M	-0.1%	$250M	0.2%	$46.87	0
2019-Q2	Decreased	5M	-1.0%	$225.2M	0.2%	$41.99	0
2019-Q1	Increased	5.1M	+1.4%	$200.8M	0.1%	$36.90	37
2018-Q4	New	5M	-	$163.5M	0.1%	$30.30	50

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

AMAT31 quarters

AMAT
31 quarters