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AMAT Applied Materials

Information Technology, filed as APPLIED MATLS INC (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 4 managers in 2026 Q2, sold by 10

  • 3 Owners
  • #21
  • Max 2.0%
  • Master 0.61%
  • $29M
  • 1 add 2 reduce 1 exit

In 2026 Q3 Kentucky Trust added to Applied Materials, David Katz and Murphy Pohlad trimmed, and John Armitage sold out.

Who owns this now

Largest portfolio weights among holders, up to 2.0% (David Katz, Matrix Asset Advisors). Not free-float ownership.

  1. David Katz Reduce 2.0%
  2. Kentucky Trust Co. Add 2.0%
  3. Murphy Pohlad Reduce 0.19%

Who owns AMAT

Sorted by value, long equity only, as of 2026 Q3.

History
David Katz, Matrix Asset Advisors 2.0%, was 2.8% Reduce −0.4% 47,847 $24M History
Kentucky Trust Co., Kentucky Trust 2.0% Add +0.2% 7,895 $4M History
Murphy Pohlad, Murphy Pohlad Asset Management 0.19%, was 0.29% Reduce −8.5% 1,078 $551K History
John Armitage, Egerton Capital (UK) exited 2026 Q3 Last 2026 Q2 3.6% Exit −3.64% 521,065 $377M History

3 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AMAT's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AMAT insider trades
  • None no insider bought on the open market
  • $181M sold by 9 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Adam Sanders Corp. Controller & CAO
    Sale
    $395K 725 shares at $544.56 19% of stake
    Traded Oct 2 Filed Oct 5
    ↗
  2. Judy Bruner Director
    Sale
    $465K 1,000 shares at $465.00 3.8% of stake
    Traded Sep 8 Filed Sep 10
    ↗
  3. Brice Hill CFO
    Sale
    $3.6M 7,500 shares at $479.25 5.5% of stake
    Traded Aug 25 Filed Aug 27
    ↗
  4. Gary E Dickerson CEO
    Sale
    $55.6M 78,321 shares at $709.26 4.7% of stake
    Traded Jun 29–30 Filed Jul 1
    ↗
  5. Prabu G. Raja President, Semi. Products Grp.
    Sale
    $6.3M 10,000 shares at $633.53 2.8% of stake
    Traded Jun 18 Filed Jun 22
    ↗
  6. Thomas J Iannotti Director
    Sale
    $5.5M 9,250 shares at $599.77 19% of stake
    Traded Jun 16 Filed Jun 17
    ↗
  7. Omkaram Nalamasu Senior Vice President, CTO
    Sale
    $20.8M 35,000 shares at $592.98 19% of stake
    Traded Jun 15–16 Filed Jun 17
    ↗
  8. Gary E Dickerson CEO
    Sale
    $49.2M 83,000 shares at $593.24 4.7% of stake
    Traded Jun 15–16 Filed Jun 17
    ↗
  9. Timothy M Deane SVP, Applied Global Services
    Sale
    $5.1M 8,621 shares at $590.76 6% of stake
    Traded Jun 15 Filed Jun 17
    ↗
  10. Prabu G. Raja President, Semi. Products Grp.
    Sale
    $25.3M 50,000 shares at $505.28 12% of stake
    Traded Jun 4 Filed Jun 5
    ↗
  11. Brice Hill CFO
    Sale
    $1.2M 2,500 shares at $498.86 1.8% of stake
    Traded Jun 3 Filed Jun 5
    ↗
  12. Judy Bruner Director
    Sale
    $508K 1,128 shares at $450.00 4.1% of stake
    Traded May 26 Filed May 28
    ↗
  13. Adam Sanders Corp. Controller & CAO
    Sale
    $116K 268 shares at $434.22 5.9% of stake
    Traded May 22 Filed May 26
    ↗
  14. Judy Bruner Director
    Sale
    $979K 2,500 shares at $391.71 8.7% of stake
    Traded Feb 25 Filed Feb 27
    ↗
  15. Judy Bruner Director
    Sale
    $1.5M 3,969 shares at $377.02 12% of stake
    Traded Feb 23 Filed Feb 24
    ↗

Also filed in the last 12 months, not counted as buying or selling: 32 stock grants, 14 share withholdings for taxes, and 8 gifts.

Congress

18 members of Congress traded AMAT in the last three years: 32 buys and 17 sales. 12 members listed it in 2025 annual reports.

All Congress trades
  1. Josh Gottheimer D-NJ-5Joint Sell $1K–$15K Sep 15 filed Oct 7
  2. Josh Gottheimer D-NJ-5Joint Buy $1K–$15K Aug 6 filed Sep 14
  3. Jared Moskowitz D-FL-23 Buy $1K–$15K Jul 13 filed Aug 27
  4. John J. McGuire III R-VA-5Spouse Buy $1K–$15K Jul 15 filed Aug 10
  5. Jared Moskowitz D-FL-23 Buy $1K–$15K Jun 18 filed Jul 26
  6. Jared Moskowitz D-FL-23Child Buy $1K–$15K Jun 18 filed Jul 26

SEC filings

Recent issuer filings from EDGAR, 9 shown.

Filed Form Detail Links
8-K 5.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc

Source: SEC EDGAR submissions, updated 4 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $26.52B $27.18B $28.37B
Gross profit $12.38B $12.9B $13.81B
Gross margin * 46.7% 47.5% 48.7%
Net income $6.86B $7.18B $7B
Net margin * 25.9% 26.4% 24.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $19.15B $21.22B $20.88B
Total non-current assets * $11.58B $13.19B $15.42B
Total assets $30.73B $34.41B $36.3B
Total current liabilities $7.37B $8.47B $8B
Total non-current liabilities * $7.01B $6.94B $7.88B
Total equity $16.35B $19B $20.42B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $8.7B $8.68B $7.96B
Cash from investing -$1.54B -$2.33B -$2.78B
Cash from financing -$3.03B -$4.47B -$5.98B
Net change in cash $4.13B $1.88B -$0.801B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.