Applied Materials, Inc.
CH ˙ SWX ˙ US0382221051
SecurityCH:AMAT / Applied Materials, Inc.
InstitutionCommerce Bank
Latest Disclosed Ownership63,096 shares
Latest Disclosed Value $ 21,565,581
Commerce Bank reports 48.94% increase in ownership of AMAT / Applied Materials, Inc.

On May 11, 2026 - Commerce Bank filed a 13F-HR form disclosing ownership of 63,096 shares of Applied Materials, Inc. (CH:AMAT) valued at $21,565,581 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 42,364 shares of Applied Materials, Inc.. This represents a change in shares of 48.94% 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)
2026-05-11 2026-03-31 13F APPLIED MATLS COM 038222105 63,096 20,732 48.94 21,566 98.08 0.0445
2026-02-13 2025-12-31 13F APPLIED MATLS COM 038222105 42,364 -390 -0.91 10,887 24.38 0.0601
2025-11-12 2025-09-30 13F APPLIED MATLS COM 038222105 42,754 238 0.56 8,753 12.46 0.0487
2025-08-07 2025-06-30 13F APPLIED MATLS COM 038222105 42,516 -7,155 -14.40 7,783 7.98 0.0459
2025-05-08 2025-03-31 13F APPLIED MATLS COM 038222105 49,671 -959 -1.89 7,208 -12.45 0.0460
2025-02-13 2024-12-31 13F APPLIED MATLS COM 038222105 50,630 -1,888 -3.59 8,234 -22.41 0.0508
2024-11-08 2024-09-30 13F APPLIED MATLS COM 038222105 52,518 2,838 5.71 10,611 -9.49 0.0650
2024-08-12 2024-06-30 13F APPLIED MATLS COM 038222105 49,680 1,316 2.72 11,724 17.54 0.0759
2024-05-03 2024-03-31 13F APPLIED MATLS COM 038222105 48,364 -443 -0.91 9,974 26.09 0.0660
2024-02-09 2023-12-31 13F APPLIED MATLS COM 038222105 48,807 -351 -0.71 7,910 16.24 0.0563
2023-11-14 2023-09-30 13F APPLIED MATLS COM 038222105 49,158 159 0.32 6,806 -3.91 0.0536
2023-08-08 2023-06-30 13F APPLIED MATLS COM 038222105 48,999 1,945 4.13 7,082 22.55 0.0530
2023-05-04 2023-03-31 13F APPLIED MATLS COM 038222105 47,054 601 1.29 5,780 27.77 0.0453
2023-02-10 2022-12-31 13F APPLIED MATLS COM 038222105 46,453 3,625 8.46 4,524 28.90 0.0367
2022-11-04 2022-09-30 13F APPLIED MATLS COM 038222105 42,828 580 1.37 3,509 -8.71 0.0305
2022-08-12 2022-06-30 13F APPLIED MATLS COM 038222105 42,248 10,969 35.07 3,844 -6.74 0.0313
2022-05-09 2022-03-31 13F APPLIED MATLS COM 038222105 31,279 -9,675 -23.62 4,122 -36.04 0.0282
2022-02-14 2021-12-31 13F APPLIED MATLS COM 038222105 40,954 -1,585 -3.73 6,445 17.70 0.0421
2021-11-09 2021-09-30 13F APPLIED MATLS COM 038222105 42,539 285 0.67 5,476 -8.99 0.0387
2021-08-09 2021-06-30 13F APPLIED MATLS COM 038222105 42,254 -249 -0.59 6,017 5.95 0.0427
2021-05-05 2021-03-31 13F APPLIED MATLS COM 038222105 42,503 -340 -0.79 5,679 53.61 0.0432
2021-02-09 2020-12-31 13F APPLIED MATLS COM 038222105 42,843 -3,094 -6.74 3,697 35.37 0.0299
2020-11-06 2020-09-30 13F APPLIED MATLS COM 038222105 45,937 6,871 17.59 2,731 15.62 0.0247
2020-08-07 2020-06-30 13F APPLIED MATLS COM 038222105 39,066 -675 -1.70 2,362 29.71 0.0230
2020-05-08 2020-03-31 13F APPLIED MATLS COM 038222105 39,741 5,985 17.73 1,821 -11.60 0.0220
2020-02-14 2019-12-31 13F APPLIED MATLS COM 038222105 33,756 2,587 8.30 2,060 32.39 0.0196
2019-11-12 2019-09-30 13F APPLIED MATLS COM 038222105 31,169 1,059 3.52 1,556 15.09 0.0160
2019-08-07 2019-06-30 13F APPLIED MATLS COM 038222105 30,110 299 1.00 1,352 14.38 0.0152
2019-05-08 2019-03-31 13F APPLIED MATLS COM 038222105 29,811 4,671 18.58 1,182 43.45 0.0140
2019-02-11 2018-12-31 13F APPLIED MATLS COM 038222105 25,140 107 0.43 824 -14.79 0.0105
2018-11-02 2018-09-30 13F APPLIED MATLS COM 038222105 25,033 292 1.18 967 -15.40 0.0115
2018-08-08 2018-06-30 13F APPLIED MATLS COM 038222105 24,741 -158 -0.63 1,143 -17.47 0.0145
2018-05-03 2018-03-31 13F APPLIED MATLS COM 038222105 24,899 -7 -0.03 1,385 8.80 0.0183
2018-02-12 2017-12-31 13F APPLIED MATLS COM 038222105 24,906 -2,689 -9.74 1,273 -11.41 0.0166
2017-11-07 2017-09-30 13F/A-1 APPLIED MATLS COM 038222105 27,595 2,037 7.97 1,437 36.08 0.0195
2017-11-07 2017-09-30 13F APPLIED MATLS COM 038222105 25,558 1,056
2017-08-08 2017-06-30 13F APPLIED MATLS COM 038222105 25,558 -4,572 -15.17 1,056 -9.90 0.0148
2017-05-05 2017-03-31 13F APPLIED MATLS COM 038222105 30,130 3,683 13.93 1,172 37.40 0.0167
2017-02-08 2016-12-31 13F APPLIED MATLS COM 038222105 26,447 398 1.53 853 8.52 0.0127
2016-11-03 2016-09-30 13F APPLIED MATLS COM 038222105 26,049 4,286 19.69 786 50.57 0.0122
2016-08-09 2016-06-30 13F APPLIED MATLS COM 038222105 21,763 -430 -1.94 522 11.06 0.0083
2016-04-27 2016-03-31 13F APPLIED MATLS COM 038222105 22,193 1,419 6.83 470 21.13 0.0078
2016-02-12 2015-12-31 13F APPLIED MATLS COM 038222105 20,774 -5,111 -19.75 388 2.11 0.0065
2015-11-10 2015-09-30 13F APPLIED MATLS COM 038222105 25,885 2,936 12.79 380 -13.83 0.0065
2015-08-03 2015-06-30 13F APPLIED MATLS COM 038222105 22,949 -1,990 -7.98 441 -21.53 0.0069
2015-05-06 2015-03-31 13F APPLIED MATLS COM 038222105 24,939 -2,093 -7.74 562 -16.62 0.0087
2015-02-11 2014-12-31 13F APPLIED MATLS COM 038222105 27,032 1,493 5.85 674 22.10 0.0107
2014-11-06 2014-09-30 13F APPLIED MATLS COM 038222105 25,539 -3 -0.01 552 -4.17 0.0091
2014-08-05 2014-06-30 13F APPLIED MATLS COM 038222105 25,542 371 1.47 576 12.06 0.0094
2014-05-09 2014-03-31 13F APPLIED MATLS COM 038222105 25,171 -2,000 -7.36 514 6.86 0.0087
2014-02-14 2013-12-31 13F APPLIED MATLS COM 038222105 27,171 0 0.00 481 0.84 0.0083
2013-11-05 2013-09-30 13F/A-1 APPLIED MATLS COM 038222105 27,171 -208 477 0.0086
2013-11-05 2013-09-30 13F/A-2 APPLIED MATLS COM 038222105 27,171 -208 -0.76 477 16.63 0.0086
2013-11-04 2013-09-30 13F APPLIED MATLS COM 038222105 27,171 477
2013-08-07 2013-06-30 13F APPLIED MATLS COM 038222105 27,379 -2,302 -7.76 409 2.25 0.0076
2013-08-08 2013-03-31 13F/A-1 APPLIED MATLS COM 038222105 29,681 29,681 400 0.0078
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.