Applied Materials, Inc.
IT ˙ BIT ˙ US0382221051
429,70 € ↓ -2,30 (-0,53%)
2026-06-04
DEL PRIS
SecurityIT:1AMAT / Applied Materials, Inc.
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership10,816 shares
Latest Disclosed Value $ 3,696,718
Mutual Advisors, LLC reports 63.95% increase in ownership of 1AMAT / Applied Materials, Inc.

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 10,816 shares of Applied Materials, Inc. (IT:1AMAT) valued at $3,093,376 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 6,597 shares of Applied Materials, Inc.. This represents a change in shares of 63.95% during the quarter. The current value of the position is $4,647,635 USD.

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)
2026-05-01 2026-03-31 13F APPLIED MATLS COM 038222105 10,816 4,219 63.95 3,697 118.05 0.0791
2026-02-02 2025-12-31 13F APPLIED MATLS COM 038222105 6,597 98 1.51 1,695 14.22 0.0363
2025-11-04 2025-09-30 13F APPLIED MATLS COM 038222105 6,499 399 6.54 1,485 31.10 0.0327
2025-07-28 2025-06-30 13F APPLIED MATLS COM 038222105 6,100 186 3.15 1,133 26.34 0.0283
2025-04-28 2025-03-31 13F APPLIED MATLS COM 038222105 5,914 -189 -3.10 896 -21.27 0.0257
2025-01-17 2024-12-31 13F APPLIED MATLS COM 038222105 6,103 -524 -7.91 1,138 -6.49 0.0329
2024-10-25 2024-09-30 13F APPLIED MATLS COM 038222105 6,627 -3,142 -32.16 1,218 -39.39 0.0356
2024-07-30 2024-06-30 13F APPLIED MATLS COM 038222105 9,769 3,856 65.21 2,008 64.73 0.0606
2024-05-02 2024-03-31 13F APPLIED MATLS COM 038222105 5,913 -23 -0.39 1,219 26.72 0.0391
2024-01-12 2023-12-31 13F APPLIED MATLS COM 038222105 5,936 -1,063 -15.19 962 -0.72 0.0335
2023-11-13 2023-09-30 13F APPLIED MATLS COM 038222105 6,999 648 10.20 969 5.56 0.0378
2023-07-31 2023-06-30 13F APPLIED MATLS COM 038222105 6,351 -234 -3.55 918 13.61 0.0348
2023-04-11 2023-03-31 13F APPLIED MATLS COM 038222105 6,585 34 0.52 809 26.84 0.0332
2023-01-12 2022-12-31 13F APPLIED MATLS COM 038222105 6,551 -407 -5.85 638 11.75 0.0285
2022-11-03 2022-09-30 13F APPLIED MATLS COM 038222105 6,958 -436 -5.90 570 -15.30 0.0293
2022-08-15 2022-06-30 13F APPLIED MATLS COM 038222105 7,394 -201 -2.65 673 -32.77 0.0446
2022-05-09 2022-03-31 13F APPLIED MATLS COM 038222105 7,595 147 1.97 1,001 -14.59 0.0560
2022-02-14 2021-12-31 13F APPLIED MATLS COM 038222105 7,448 -152 -2.00 1,172 19.84 0.0620
2021-11-15 2021-09-30 13F APPLIED MATLS COM 038222105 7,600 -15,229 -66.71 978 -69.92 0.0579
2021-08-12 2021-06-30 13F APPLIED MATLS COM 038222105 22,829 8,204 56.10 3,251 66.38 0.1928
2021-05-13 2021-03-31 13F APPLIED MATLS COM 038222105 14,625 -5,070 -25.74 1,954 14.94 0.1337
2021-02-11 2020-12-31 13F APPLIED MATLS COM 038222105 19,695 1,935 10.90 1,700 60.98 0.1263
2020-11-13 2020-09-30 13F APPLIED MATLS COM 038222105 17,760 13 0.07 1,056 -1.58 0.0916
2020-08-05 2020-06-30 13F APPLIED MATLS COM 038222105 17,747 2,731 18.19 1,073 55.96 0.1054
2020-05-13 2020-03-31 13F APPLIED MATLS COM 038222105 15,016 -2,245 -13.01 688 -34.72 0.0933
2020-02-11 2019-12-31 13F APPLIED MATLS COM 038222105 17,261 13,076 312.45 1,054 404.31 0.1121
2019-11-01 2019-09-30 13F APPLIED MATLS COM 038222105 4,185 4,185 209 0.0276
2018-08-15 2018-06-30 13F APPLIED MATLS COM 038222105 0 -4,357 -100.00 0 -100.00
2018-05-11 2018-03-31 13F APPLIED MATLS COM 038222105 4,357 4,357 242 0.0613
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.