Question 1

How many shares of AMAT does Rockefeller Capital Management L.P. own?

Accepted Answer

As of 2026-Q2, Rockefeller Capital Management L.P. holds 439,457 shares of AMAT (APPLIED MATERIALS INC).

Question 2

What is Rockefeller Capital Management L.P.'s AMAT position worth?

Accepted Answer

As of 2026-Q2, Rockefeller Capital Management L.P.'s AMAT position is worth $317.7M.

Question 3

Is Rockefeller Capital Management L.P. buying or selling AMAT?

Accepted Answer

In 2026-Q2, Rockefeller Capital Management L.P. increased their AMAT position (+0.7% change in shares).

Question 4

When did Rockefeller Capital Management L.P. first buy AMAT?

Accepted Answer

Based on available 13F filings, Rockefeller Capital Management L.P. first reported a position in AMAT in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	439,457	+0.7%	$317.7M	0.5%	$723.00	37
2026-Q1	Decreased	436,403	-6.8%	$149.2M	0.3%	$351.32	0
2025-Q4	Decreased	468,008	-13.8%	$120.3M	0.2%	$259.97	0
2025-Q3	Decreased	542,722	-32.2%	$111.1M	0.2%	$204.55	0
2025-Q2	Increased	800,109	+72.5%	$146.5M	0.2%	$182.33	54
2025-Q1	Decreased	463,968	-2.3%	$67.3M	0.2%	$143.95	0
2024-Q4	Decreased	475,045	-27.9%	$77.3M	0.2%	$162.02	0
2024-Q3	Increased	658,407	+2.0%	$133M	0.4%	$202.41	37