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AMATAMAT
9 quarters

Position history for MORGAN STANLEYMORGAN STANLEY's holdings in APPLIED MATERIALS INC

MORGAN STANLEY holds 13.5M shares of AMAT (APPLIED MATERIALS INC), worth $9.8B as of 2026-Q2. The position was increased (+14.2% shares). AMAT represents 0.5% of MORGAN STANLEY's portfolio.

Current Value

$9.8B

Current Shares

13.5M

Total Value Change

+$7.3B

Total Shares Change

+3.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
13.5M
+14.2%
$9.8B0.5%$723.00
51
2026-Q1
Increased
11.8M
+3.3%
$4B0.2%$341.37
39
2025-Q4
Increased
11.5M
+3.4%
$2.9B0.2%$256.35
39
2025-Q3
Increased
11.1M
+3.0%
$2.3B0.1%$203.83
39
2025-Q2
Increased
10.8M
+6.2%
$2B0.1%$181.74
41
2025-Q1
Decreased
10.1M
-7.9%
$1.5B0.1%$143.65
0
2024-Q4
Increased
11M
+3.0%
$1.8B0.1%$160.62
39
2024-Q3
Increased
10.7M
+3.2%
$2.2B0.2%$199.08
39
2024-Q2
New
10.4M
-
$2.4B0.2%$232.08
53

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

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