Applied Materials, Inc.
CH ˙ SWX ˙ US0382221051
SecurityCH:AMAT / Applied Materials, Inc.
InstitutionCfm Wealth Partners Llc
Latest Disclosed Ownership14,598 shares
Latest Disclosed Value $ 4,989,450
Cfm Wealth Partners Llc ownership in AMAT / Applied Materials, Inc.

On April 21, 2026 - Cfm Wealth Partners Llc filed a 13F-HR form disclosing ownership of 14,598 shares of Applied Materials, Inc. (CH:AMAT) valued at $4,989,450 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 14,598 shares of Applied Materials, Inc.. This represents a change in shares of 0.00% 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)
2026-04-21 2026-03-31 13F APPLIED MATLS COM 038222105 14,598 0 0.00 4,989 33.00 0.7478
2026-01-27 2025-12-31 13F APPLIED MATLS COM 038222105 14,598 -118 -0.80 3,752 24.54 0.5415
2025-11-03 2025-09-30 13F APPLIED MATLS COM 038222105 14,716 0 0.00 3,013 11.80 0.4374
2025-07-23 2025-06-30 13F APPLIED MATLS COM 038222105 14,716 -179 -1.20 2,694 24.66 0.4288
2025-04-25 2025-03-31 13F APPLIED MATLS COM 038222105 14,895 -125 -0.83 2,162 -11.51 0.3812
2025-01-24 2024-12-31 13F APPLIED MATLS COM 038222105 15,020 0 0.00 2,443 -19.51 0.4120
2024-10-23 2024-09-30 13F/A-1 APPLIED MATLS COM 038222105 15,020 -8 -0.05 3,035 -14.44 0.5300
2024-10-15 2024-09-30 13F APPLIED MATLS COM 038222105 15,503 475 3,197 0.6419
2024-07-18 2024-06-30 13F APPLIED MATLS COM 038222105 15,028 -475 -3.06 3,546 10.92 0.6515
2024-04-15 2024-03-31 13F APPLIED MATLS COM 038222105 15,503 -436 -2.74 3,197 23.77 0.6415
2024-01-12 2023-12-31 13F APPLIED MATLS COM 038222105 15,939 -125 -0.78 2,583 16.14 0.5843
2023-10-11 2023-09-30 13F APPLIED MATLS COM 038222105 16,064 0 0.00 2,224 -4.18 0.5826
2023-07-14 2023-06-30 13F APPLIED MATLS COM 038222105 16,064 -29 -0.18 2,322 17.46 0.5638
2023-04-12 2023-03-31 13F APPLIED MATLS COM 038222105 16,093 -58 -0.36 1,977 25.70 0.5328
2023-01-20 2022-12-31 13F/A-1 APPLIED MATLS Equity 038222105 16,151 0 0.00 1,573 18.82 0.4708
2022-10-17 2022-09-30 13F APPLIED MATLS Common 038222105 16,151 0 0.00 1,323 -9.94 0.4226
2022-07-12 2022-06-30 13F APPLIED MATLS Common 038222105 16,151 -1,035 -6.02 1,469 -35.14 0.4409
2022-04-14 2022-03-31 13F APPLIED MATLS Common 038222105 17,186 0 0.00 2,265 -17.61 0.5421
2022-01-21 2021-12-31 13F APPLIED MATLS Common 038222105 17,186 0 0.00 2,749 24.28 0.6137
2021-10-25 2021-09-30 13F APPLIED MATLS Common 038222105 17,186 0 0.00 2,212 -9.60 0.5563
2021-07-21 2021-06-30 13F APPLIED MATLS Common 038222105 17,186 0 0.00 2,447 6.58 0.6498
2021-05-17 2021-03-31 13F APPLIED MATLS Common 038222105 17,186 0 0.00 2,296 54.82 0.6924
2021-02-10 2020-12-31 13F APPLIED MATLS Equity 038222105 17,186 -169 -0.97 1,483 43.84 0.4729
2020-11-10 2020-09-30 13F APPLIED MATLS Equity 038222105 17,355 0 0.00 1,031 -1.72 0.3761
2020-08-14 2020-06-30 13F APPLIED MATLS Equity 038222105 17,355 -2,770 -13.76 1,049 13.77 0.3986
2020-05-12 2020-03-31 13F APPLIED MATLS Equity 038222105 20,125 -32 -0.16 922 -27.63 0.4283
2020-01-30 2019-12-31 13F APPLIED MATLS Equity 038222105 20,157 20,157 1,274 0.4695
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.