Applied Materials, Inc.
US ˙ NasdaqGS ˙ US0382221051

SecurityAMAT / Applied Materials, Inc.
InstitutionMairs & Power Inc
Latest Disclosed Ownership11,327 shares
Latest Disclosed Value $ 3,871,455
Mairs & Power Inc ownership in AMAT / Applied Materials, Inc.

On May 13, 2026 - Mairs & Power Inc filed a 13F-HR form disclosing ownership of 11,327 shares of Applied Materials, Inc. (US:AMAT) valued at $3,871,455 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 11,327 shares of Applied Materials, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $5,672,222 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)
2026-05-13 2026-03-31 13F APPLIED MATLS COM 038222105 11,327 0 0.00 3,871 33.02 0.0396
2026-02-17 2025-12-31 13F APPLIED MATLS COM 038222105 11,327 0 0.00 2,911 25.49 0.0280
2025-11-14 2025-09-30 13F APPLIED MATLS COM 038222105 11,327 0 0.00 2,319 11.87 0.0218
2025-08-14 2025-06-30 13F APPLIED MATLS COM 038222105 11,327 3,950 53.54 2,074 93.74 0.0205
2025-05-15 2025-03-31 13F APPLIED MATLS COM 038222105 7,377 -100 -1.34 1,071 -11.93 0.0111
2025-02-14 2024-12-31 13F APPLIED MATLS COM 038222105 7,477 0 0.00 1,216 -19.54 0.0118
2024-11-14 2024-09-30 13F APPLIED MATLS COM 038222105 7,477 0 0.00 1,511 -14.40 0.0142
2024-08-14 2024-06-30 13F APPLIED MATLS COM 038222105 7,477 0 0.00 1,764 14.47 0.0170
2024-05-15 2024-03-31 13F APPLIED MATLS COM 038222105 7,477 0 0.00 1,542 27.25 0.0149
2024-02-14 2023-12-31 13F APPLIED MATLS COM 038222105 7,477 0 0.00 1,212 17.00 0.0128
2023-11-14 2023-09-30 13F APPLIED MATLS COM 038222105 7,477 -214 -2.78 1,035 -6.84 0.0121
2023-08-14 2023-06-30 13F APPLIED MATLS COM 038222105 7,691 16 0.21 1,112 17.94 0.0121
2023-05-15 2023-03-31 13F APPLIED MATLS COM 038222105 7,675 0 0.00 943 26.10 0.0109
2023-02-14 2022-12-31 13F APPLIED MATLS COM 038222105 7,675 -476 -5.84 747 11.83 0.0090
2022-11-14 2022-09-30 13F APPLIED MATLS COM 038222105 8,151 4,500 123.25 668 101.20 0.0084
2022-08-15 2022-06-30 13F APPLIED MATLS COM 038222105 3,651 -24 -0.65 332 -31.40 0.0040
2022-05-16 2022-03-31 13F APPLIED MATLS COM 038222105 3,675 2,000 119.40 484 83.33 0.0049
2022-02-14 2021-12-31 13F APPLIED MATLS COM 038222105 1,675 -3,802 -69.42 264 -62.55 0.0024
2021-11-15 2021-09-30 13F APPLIED MATLS COM 038222105 5,477 0 0.00 705 -9.62 0.0071
2021-08-16 2021-06-30 13F APPLIED MATLS COM 038222105 5,477 -51 -0.92 780 5.55 0.0077
2021-05-14 2021-03-31 13F APPLIED MATLS COM 038222105 5,528 -200 -3.49 739 49.60 0.0078
2021-02-16 2020-12-31 13F APPLIED MATLS COM 038222105 5,728 51 0.90 494 46.59 0.0055
2020-11-16 2020-09-30 13F APPLIED MATLS COM 038222105 5,677 0 0.00 337 -1.75 0.0042
2020-08-14 2020-06-30 13F APPLIED MATLS COM 038222105 5,677 -2,035 -26.39 343 -2.83 0.0045
2020-05-15 2020-03-31 13F APPLIED MATLS COM 038222105 7,712 -925 -10.71 353 -33.02 0.0052
2020-02-14 2019-12-31 13F Applied Materials COM 038222105 8,637 4,600 113.95 527 162.19 0.0060
2019-11-14 2019-09-30 13F Applied Materials COM 038222105 4,037 -3,440 -46.01 201 -40.18 0.0024
2019-08-14 2019-06-30 13F Applied Materials COM 038222105 7,477 -875 -10.48 336 1.51 0.0040
2019-05-15 2019-03-31 13F Applied Materials COM 038222105 8,352 -850 -9.24 331 9.97 0.0040
2019-02-14 2018-12-31 13F Applied Materials COM 038222105 9,202 0 0.00 301 -15.45 0.0041
2018-11-14 2018-09-30 13F Applied Materials COM 038222105 9,202 -875 -8.68 356 -23.44 0.0041
2018-08-14 2018-06-30 13F Applied Materials COM 038222105 10,077 1,750 21.02 465 0.43 0.0058
2018-05-15 2018-03-31 13F Applied Materials COM 038222105 8,327 0 0.00 463 8.69 0.0057
2018-02-14 2017-12-31 13F Applied Materials COM 038222105 8,327 0 0.00 426 -1.84 0.0049
2017-11-14 2017-09-30 13F Applied Materials COM 038222105 8,327 1,600 23.78 434 56.12 0.0052
2017-08-14 2017-06-30 13F Applied Materials COM 038222105 6,727 0 0.00 278 6.11 0.0034
2017-05-15 2017-03-31 13F Applied Materials COM 038222105 6,727 6,727 262 0.0032
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.