Applied Materials, Inc.
US ˙ NasdaqGS ˙ US0382221051

SecurityAMAT / Applied Materials, Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership32,920 shares
Latest Disclosed Value $ 8,460,034
CIBC Private Wealth Group, LLC reports 8.08% increase in ownership of AMAT / Applied Materials, Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 32,920 shares of Applied Materials, Inc. (US:AMAT) valued at $8,460,111 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 30,458 shares of Applied Materials, Inc.. This represents a change in shares of 8.08% during the quarter. The current value of the position is $16,485,348 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)
2026-02-12 2025-12-31 13F APPLIED MATLS COM 038222105 32,920 2,462 8.08 8,460 35.66 0.0143
2025-11-24 2025-09-30 13F APPLIED MATLS COM 038222105 30,458 6,657 27.97 6,236 43.13 0.0107
2025-08-12 2025-06-30 13F APPLIED MATLS COM 038222105 23,801 411 1.76 4,357 44.46 0.0078
2025-05-14 2025-03-31 13F APPLIED MATLS COM 038222105 23,390 -2,058 -8.09 3,016 -33.04 0.0064
2025-02-12 2024-12-31 13F APPLIED MATERIALS COM 038222105 25,448 278 1.10 4,504 -11.43 0.0082
2024-11-13 2024-09-30 13F APPLIED MATERIALS COM 038222105 25,170 -833 -3.20 5,086 -20.60 0.0091
2024-08-09 2024-06-30 13F APPLIED MATERIALS COM 038222105 26,003 3,337 14.72 6,404 35.39 0.0120
2024-05-10 2024-03-31 13F APPLIED MATERIALS COM 038222105 22,666 -811 -3.45 4,730 24.34 0.0093
2024-02-13 2023-12-31 13F APPLIED MATLS INC COM COM 038222105 23,477 3,809 19.37 3,805 39.70 0.0081
2023-11-13 2023-09-30 13F APPLIED MATLS INC COM COM 038222105 19,668 -2,121 -9.73 2,723 -13.53 0.0064
2023-11-21 2023-06-30 13F/A-1 APPLIED MATLS INC COM COM 038222105 21,789 349 1.63 3,149 19.60 0.0069
2023-08-10 2023-06-30 13F APPLIED MATLS INC COM COM 038222105 21,789 349 3,149 0.0069
2023-11-21 2023-03-31 13F/A-1 APPLIED MATLS INC COM COM 038222105 21,440 -29,378 -57.81 2,633 -37.11 0.0058
2023-05-12 2023-03-31 13F APPLIED MATLS INC COM COM 038222105 21,440 -29,378 2,633 0.0057
2023-06-01 2022-12-31 13F/A-2 APPLIED MATLS INC COM COM 038222105 50,818 52 0.10 4,188 0.67 0.0141
2023-02-14 2022-12-31 13F/A-1 APPLIED MATLS INC COM COM 038222105 49,796 -970 4,849 0.0102
2023-02-13 2022-12-31 13F APPLIED MATLS INC COM COM 038222105 49,796 -970 4,849 0.0000
2022-11-15 2022-09-30 13F APPLIED MATLS INC COM COM 038222105 50,766 951 1.91 4,159 -8.23 0.0112
2022-08-03 2022-06-30 13F APPLIED MATLS COM 038222105 49,815 -1,576 -3.07 4,532 -33.09 0.0118
2022-05-16 2022-03-31 13F APPLIED MATLS COM 038222105 51,391 -5,373 -9.47 6,773 -24.19 0.0148
2022-04-04 2021-12-31 13F/A-1 APPLIED MATLS COM 038222105 56,764 1,999 3.65 8,934 26.72 0.0185
2022-02-08 2021-12-31 13F APPLIED MATLS COM 038222105 56,764 1,999 8,934 0.0185
2021-11-12 2021-09-30 13F APPLIED MATLS COM 038222105 54,765 -369,427 -87.09 7,050 -88.33 0.0164
2021-08-16 2021-06-30 13F APPLIED MATLS COM 038222105 424,192 378,663 831.70 60,404 893.00 0.1387
2021-05-12 2021-03-31 13F APPLIED MATLS COM 038222105 45,529 -1,635 -3.47 6,083 49.46 0.0153
2021-02-12 2020-12-31 13F APPLIED MATLS COM 038222105 47,164 -980 -2.04 4,070 42.21 0.0108
2020-11-03 2020-09-30 13F/A-1 APPLIED MATLS COM 038222105 48,144 6,267 14.97 2,862 13.03 0.0088
2020-08-13 2020-06-30 13F APPLIED MATLS INC COM Com 038222105 41,877 -16,410 -28.15 2,532 -5.20 0.0123
2020-05-15 2020-03-31 13F APPLIED MATLS COM 038222105 58,287 -21,562 -27.00 2,671 -45.20 0.0115
2020-01-30 2019-12-31 13F APPLIED MATLS COM 038222105 79,849 8,516 11.94 4,874 36.91 0.0159
2019-10-16 2019-09-30 13F APPLIED MATLS COM 038222105 71,333 2,342 3.39 3,560 14.88 0.0125
2019-07-31 2019-06-30 13F APPLIED MATLS COM 038222105 68,991 -1,501 -2.13 3,099 10.88 0.0109
2019-05-10 2019-03-31 13F APPLIED MATLS COM 038222105 70,492 21,487 43.85 2,795 74.14 0.0108
2019-02-05 2018-12-31 13F APPLIED MATLS COM 038222105 49,005 -54,654 -52.72 1,605 -59.94 0.0072
2018-11-14 2018-09-30 13F APPLIED MATLS COM 038222105 103,659 -17,900 -14.73 4,006 -28.67 0.0152
2018-08-02 2018-06-30 13F APPLIED MATLS COM 038222105 121,559 -857,725 -87.59 5,616 -89.69 0.0229
2018-05-17 2018-03-31 13F APPLIED MATLS COM 038222105 979,284 91,159 10.26 54,459 19.95 0.2367
2018-02-12 2017-12-31 13F APPLIED MATLS COM 038222105 888,125 25,545 2.96 45,401 1.04 0.1926
2017-12-21 2017-09-30 13F/A-1 APPLIED MATLS INC COM COM 038222105 862,580 819,292 1,892.65 44,932 2,412.98 0.2048
2017-11-14 2017-09-30 13F APPLIED MATLS INC COM COM 038222105 862,580 819,292 552,752
2017-08-09 2017-06-30 13F APPLIED MATLS INC COM Com 038222105 43,288 853 2.01 1,788 8.30 0.0112
2017-05-10 2017-03-31 13F APPLIED MATLS INC COM Com 038222105 42,435 312 0.74 1,651 21.49 0.0104
2017-02-13 2016-12-31 13F APPLIED MATLS INC COM Com 038222105 42,123 4 0.01 1,359 7.09 0.0090
2016-11-09 2016-09-30 13F APPLIED MATLS INC COM Com 038222105 42,119 2,180 5.46 1,269 32.60 0.0088
2016-08-11 2016-06-30 13F APPLIED MATLS INC COM Com 038222105 39,939 2,430 6.48 957 20.38 0.0070
2016-05-11 2016-03-31 13F APPLIED MATLS INC COM Com 038222105 37,509 -2,045 -5.17 795 7.72 0.0061
2016-02-10 2015-12-31 13F APPLIED MATLS INC COM Com 038222105 39,554 3,596 10.00 738 39.77 0.0058
2015-11-12 2015-09-30 13F APPLIED MATLS INC COM Com 038222105 35,958 2,237 6.63 528 -18.52 0.0043
2015-08-13 2015-06-30 13F APPLIED MATLS INC COM Com 038222105 33,721 -103 -0.30 648 -15.07 0.0047
2015-05-11 2015-03-31 13F APPLIED MATLS INC COM Com 038222105 33,824 22,627 202.08 763 173.48 0.0056
2015-02-12 2014-12-31 13F APPLIED MATLS INC COM Com 038222105 11,197 -1,305 -10.44 279 3.33 0.0021
2014-11-12 2014-09-30 13F APPLIED MATLS INC COM Com 038222105 12,502 0 0.00 270 -4.26 0.0021
2014-08-13 2014-06-30 13F APPLIED MATLS INC COM Com 038222105 12,502 -186 -1.47 282 6.82 0.0023
2014-05-14 2014-03-31 13F APPLIED MATLS INC COM COM 038222105 12,688 12,688 264 0.0022
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.