Applied Materials, Inc.
GB ˙ BATS-CHIXE ˙ US0382221051
SecurityGB:AP2D / Applied Materials, Inc.
InstitutionDynamic Advisor Solutions LLC
Latest Disclosed Ownership8,316 shares
Latest Disclosed Value $ 2,842,395
Dynamic Advisor Solutions LLC reports 6.78% increase in ownership of AP2D / Applied Materials, Inc.

On April 8, 2026 - Dynamic Advisor Solutions LLC filed a 13F-HR form disclosing ownership of 8,316 shares of Applied Materials, Inc. (GB:AP2D) valued at $2,842,395 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 7,788 shares of Applied Materials, Inc.. This represents a change in shares of 6.78% 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)
2026-04-08 2026-03-31 13F APPLIED MATLS COM 038222105 8,316 528 6.78 2,842 42.03 0.0896
2026-01-09 2025-12-31 13F APPLIED MATLS COM 038222105 7,788 -1,909 -19.69 2,001 0.81 0.0642
2025-10-09 2025-09-30 13F APPLIED MATLS COM 038222105 9,697 330 3.52 1,985 15.81 0.0576
2025-07-09 2025-06-30 13F APPLIED MATLS COM 038222105 9,367 703 8.11 1,715 36.36 0.0530
2025-04-17 2025-03-31 13F APPLIED MATLS COM 038222105 8,664 616 7.65 1,257 -3.90 0.0414
2025-01-21 2024-12-31 13F APPLIED MATLS COM 038222105 8,048 407 5.33 1,309 -15.23 0.0566
2024-10-07 2024-09-30 13F APPLIED MATLS COM 038222105 7,641 205 2.76 1,544 -12.03 0.0463
2024-07-15 2024-06-30 13F APPLIED MATLS COM 038222105 7,436 -212 -2.77 1,755 11.22 0.0553
2024-04-12 2024-03-31 13F APPLIED MATLS COM 038222105 7,648 1,917 33.45 1,577 84.88 0.0533
2024-01-10 2023-12-31 13F APPLIED MATLS COM 038222105 5,731 788 15.94 854 24.71 0.0318
2023-10-11 2023-09-30 13F APPLIED MATLS COM 038222105 4,943 147 3.07 684 -1.30 0.0323
2023-08-03 2023-06-30 13F APPLIED MATLS COM 038222105 4,796 -16 -0.33 693 17.26 0.0360
2023-04-11 2023-03-31 13F APPLIED MATLS COM 038222105 4,812 -280 -5.50 591 19.39 0.0346
2023-01-13 2022-12-31 13F APPLIED MATLS COM 038222105 5,092 563 12.43 496 33.42 0.0339
2022-10-20 2022-09-30 13F APPLIED MATLS COM 038222105 4,529 356 8.53 371 -2.37 0.0283
2022-07-27 2022-06-30 13F APPLIED MATLS COM 038222105 4,173 -116 -2.70 380 -32.74 0.0292
2022-04-11 2022-03-31 13F APPLIED MATLS COM 038222105 4,289 -489 -10.23 565 -24.87 0.0393
2022-01-26 2021-12-31 13F APPLIED MATLS COM 038222105 4,778 503 11.77 752 36.73 0.0537
2021-10-28 2021-09-30 13F APPLIED MATLS COM 038222105 4,275 144 3.49 550 -6.46 0.0414
2021-08-10 2021-06-30 13F APPLIED MATLS COM 038222105 4,131 553 15.46 588 23.01 0.0466
2021-04-27 2021-03-31 13F APPLIED MATLS COM 038222105 3,578 297 9.05 478 68.90 0.0444
2021-02-03 2020-12-31 13F APPLIED MATLS COM 038222105 3,281 3,281 283 0.0265
2020-02-04 2019-12-31 13F APPLIED MATLS COM 038222105 0 -11,091 -100.00 0 -100.00
2019-11-13 2019-09-30 13F APPLIED MATLS COM 038222105 11,091 -25 -0.22 553 10.82 0.0858
2019-08-13 2019-06-30 13F APPLIED MATLS COM 038222105 11,116 11,116 499 0.0802
2018-11-14 2018-09-30 13F APPLIED MATLS COM 038222105 0 -6,025 -100.00 0 -100.00
2018-08-07 2018-06-30 13F APPLIED MATLS COM 038222105 6,025 -3,430 -36.28 278 -47.15 0.0630
2018-05-01 2018-03-31 13F APPLIED MATLS COM 038222105 9,455 2,356 33.19 526 44.90 0.1350
2018-02-09 2017-12-31 13F APPLIED MATLS COM 038222105 7,099 7,099 363 0.1189
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.