Question 1

How many shares of AMAT does Grantham, Mayo, Van Otterloo & Co. LLC own?

Accepted Answer

As of 2026-Q1, Grantham, Mayo, Van Otterloo & Co. LLC holds 21,315 shares of AMAT (APPLIED MATLS INC).

Question 2

What is Grantham, Mayo, Van Otterloo & Co. LLC's AMAT position worth?

Accepted Answer

As of 2026-Q1, Grantham, Mayo, Van Otterloo & Co. LLC's AMAT position is worth $7.3M.

Question 3

Is Grantham, Mayo, Van Otterloo & Co. LLC buying or selling AMAT?

Accepted Answer

In 2026-Q1, Grantham, Mayo, Van Otterloo & Co. LLC decreased their AMAT position (-45.6% change in shares).

Question 4

When did Grantham, Mayo, Van Otterloo & Co. LLC first buy AMAT?

Accepted Answer

Based on available 13F filings, Grantham, Mayo, Van Otterloo & Co. LLC first reported a position in AMAT in 2024-Q2. They have held the position across 16 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	21,315	-45.6%	$7.3M	0.0%	$351.32	0
2025-Q4	Decreased	39,193	-69.2%	$10.1M	0.0%	$259.97	0
2025-Q3	Increased	127,113	+46.3%	$26M	0.1%	$204.55	39
2025-Q2	Increased	86,909	+27.3%	$15.9M	0.0%	$182.33	35
2025-Q1	Increased	68,268	+323.3%	$9.9M	0.0%	$143.95	45
2024-Q4	Decreased	16,129	-57.6%	$2.6M	0.0%	$162.02	0
2024-Q3	Increased	38,071	+23.3%	$7.7M	0.0%	$202.41	33
2024-Q2	Increased	30,875	+19.8%	$7.3M	0.0%	$232.66	32