Applied Materials, Inc.
CH ˙ SWX ˙ US0382221051
SecurityCH:AMAT / Applied Materials, Inc.
InstitutionARS Investment Partners, LLC
Latest Disclosed Ownership21,046 shares
Latest Disclosed Value $ 7,193,312
ARS Investment Partners, LLC reports 10.66% increase in ownership of AMAT / Applied Materials, Inc.

On April 16, 2026 - ARS Investment Partners, LLC filed a 13F-HR form disclosing ownership of 21,046 shares of Applied Materials, Inc. (CH:AMAT) valued at $7,193,312 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 19,019 shares of Applied Materials, Inc.. This represents a change in shares of 10.66% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-16 2026-03-31 13F APPLIED MATLS COM 038222105 21,046 2,027 10.66 7,193 47.19 0.3739
2026-02-05 2025-12-31 13F APPLIED MATLS COM 038222105 19,019 99 0.52 4,888 26.18 0.2856
2025-10-15 2025-09-30 13F APPLIED MATLS COM 038222105 18,920 -173 -0.91 3,874 10.82 0.2558
2025-08-11 2025-06-30 13F APPLIED MATLS COM 038222105 19,093 -150 -0.78 3,495 11.70 0.2550
2025-05-14 2025-03-31 13F APPLIED MATLS COM 038222105 19,243 0 0.00 3,129 0.00 0.2832
2025-01-16 2024-12-31 13F APPLIED MATLS COM 038222105 19,243 -275 -1.41 3,129 -20.64 0.2820
2024-10-16 2024-09-30 13F APPLIED MATLS COM 038222105 19,518 -737 -3.64 3,944 -17.49 0.3535
2024-07-17 2024-06-30 13F APPLIED MATLS COM 038222105 20,255 48 0.24 4,780 14.69 0.4571
2024-05-02 2024-03-31 13F APPLIED MATLS COM 038222105 20,207 0 0.00 4,167 27.28 0.4152
2024-02-14 2023-12-31 13F APPLIED MATLS COM 038222105 20,207 -1,000 -4.72 3,275 11.51 0.3629
2023-11-13 2023-09-30 13F APPLIED MATLS COM 038222105 21,207 50 0.24 2,936 -3.99 0.3639
2023-07-11 2023-06-30 13F APPLIED MATLS COM 038222105 21,157 340 1.63 3,058 19.64 0.3573
2023-04-05 2023-03-31 13F APPLIED MATLS COM 038222105 20,817 4,200 25.28 2,557 57.97 0.3070
2023-01-25 2022-12-31 13F APPLIED MATLS COM 038222105 16,617 -13,050 -43.99 1,618 -33.44 0.2153
2022-10-07 2022-09-30 13F APPLIED MATLS COM 038222105 29,667 6,925 30.45 2,431 17.50 0.3343
2022-07-15 2022-06-30 13F APPLIED MATLS COM 038222105 22,742 992 4.56 2,069 -27.83 0.2827
2022-05-16 2022-03-31 13F APPLIED MATLS COM 038222105 21,750 -1,012 -4.45 2,867 -19.96 0.2764
2022-02-11 2021-12-31 13F APPLIED MATLS COM 038222105 22,762 -500 -2.15 3,582 19.60 0.3290
2021-11-05 2021-09-30 13F APPLIED MATLS COM 038222105 23,262 0 0.00 2,995 -9.60 0.2997
2021-08-06 2021-06-30 13F APPLIED MATLS COM 038222105 23,262 -235 -1.00 3,313 5.54 0.3377
2021-05-13 2021-03-31 13F APPLIED MATLS COM 038222105 23,497 17 0.07 3,139 54.94 0.3646
2021-02-09 2020-12-31 13F APPLIED MATLS COM 038222105 23,480 -2,950 -11.16 2,026 28.96 0.2494
2020-11-12 2020-09-30 13F APPLIED MATLS COM 038222105 26,430 2,460 10.26 1,571 8.42 0.2470
2020-08-13 2020-06-30 13F APPLIED MATLS COM 038222105 23,970 -9,000 -27.30 1,449 -4.10 0.2727
2020-05-12 2020-03-31 13F APPLIED MATLS COM 038222105 32,970 16,780 103.64 1,511 52.94 0.3648
2020-02-12 2019-12-31 13F APPLIED MATLS COM 038222105 16,190 1,650 11.35 988 36.09 0.1661
2019-11-14 2019-09-30 13F APPLIED MATLS COM 038222105 14,540 -3,626 -19.96 726 -11.03 0.1304
2019-08-12 2019-06-30 13F APPLIED MATLS COM 038222105 18,166 308 1.72 816 15.25 0.1372
2019-05-09 2019-03-31 13F APPLIED MATLS COM 038222105 17,858 -263 -1.45 708 19.39 0.1281
2019-02-13 2018-12-31 13F APPLIED MATLS COM 038222105 18,121 -10 -0.06 593 -15.41 0.1255
2018-11-13 2018-09-30 13F APPLIED MATLS COM 038222105 18,131 -509,926 -96.57 701 -97.13 0.1086
2018-11-13 2018-06-30 13F/A-1 APPLIED MATLS COM 038222105 528,057 -5,071 -0.95 24,391 -17.73 3.8922
2018-08-13 2018-06-30 13F APPLIED MATLS COM 038222105 528,057 -5,071 24,391
2018-05-04 2018-03-31 13F APPLIED MATLS COM 038222105 533,128 10,873 2.08 29,647 11.05 3.6313
2018-02-14 2017-12-31 13F APPLIED MATLS COM 038222105 522,255 228 0.04 26,698 -1.82 3.2283
2017-11-14 2017-09-30 13F APPLIED MATLS COM 038222105 522,027 3,678 0.71 27,192 26.99 3.5031
2017-08-04 2017-06-30 13F APPLIED MATLS CS 038222105 518,349 1,617 0.31 21,413 6.53 2.9580
2017-05-10 2017-03-31 13F APPLIED MATLS CS 038222105 516,732 -22,692 -4.21 20,101 15.48 2.9211
2017-02-15 2016-12-31 13F APPLIED MATLS CS 038222105 539,424 -6,303 -1.15 17,407 5.79 2.6796
2016-11-09 2016-09-30 13F Applied Materials COM 038222105 545,727 41,016 8.13 16,454 36.01 3.6071
2016-08-10 2016-06-30 13F Applied Materials COM 038222105 504,711 235,671 87.60 12,098 112.32 2.7099
2016-05-11 2016-03-31 13F Applied Materials COM 038222105 269,040 269,040 0.00 5,698 1.3354
2015-08-11 2015-06-30 13F Applied Materials COM 038222105 0 -451,941 -100.00 0 -100.00
2015-05-13 2015-03-31 13F Applied Materials COM 038222105 451,941 -39,091 -7.96 10,196 -16.68 1.8942
2015-02-13 2014-12-31 13F Applied Materials COM 038222105 491,032 48,809 11.04 12,237 28.06 2.0804
2014-11-12 2014-09-30 13F Applied Materials COM 038222105 442,223 442,223 9,556 1.4559
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.