Applied Materials, Inc.
US ˙ NasdaqGS ˙ US0382221051

SecurityAMAT / Applied Materials, Inc.
InstitutionSilvercrest Asset Management Group Llc
Latest Disclosed Ownership171,187 shares
Latest Disclosed Value $ 58,509,912
Silvercrest Asset Management Group Llc reports 29.44% decrease in ownership of AMAT / Applied Materials, Inc.

On May 15, 2026 - Silvercrest Asset Management Group Llc filed a 13F-HR form disclosing ownership of 171,187 shares of Applied Materials, Inc. (US:AMAT) valued at $58,510,005 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 242,603 shares of Applied Materials, Inc.. This represents a change in shares of -29.44% during the quarter. The current value of the position is $85,725,314 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)
2026-05-15 2026-03-31 13F APPLIED MATLS INC COM COM 038222105 171,187 -71,416 -29.44 58,510 -6.15 0.4228
2026-02-17 2025-12-31 13F APPLIED MATLS COM 038222105 242,603 -70,159 -22.43 62,346 -2.64 0.4285
2025-11-14 2025-09-30 13F APPLIED MATLS INC COM COM 038222105 312,762 -12,026 -3.70 64,035 7.70 0.4237
2025-08-14 2025-06-30 13F APPLIED MATLS COM 038222105 324,788 195,043 150.33 59,459 215.80 0.3994
2025-05-15 2025-03-31 13F APPLIED MATLS COM 038222105 129,745 19,398 17.58 18,829 4.92 0.1348
2025-02-14 2024-12-31 13F APPLIED MATLS COM 038222105 110,347 105,523 2,187.46 17,946 1,742.40 0.1199
2024-11-14 2024-09-30 13F APPLIED MATLS INC COM COM 038222105 4,824 0 0.00 975 -14.41 0.0066
2024-08-15 2024-06-30 13F/A-1 APPLIED MATLS INC COM COM 038222105 4,824 0 0.00 1,138 14.49 0.0078
2024-08-14 2024-06-30 13F APPLIED MATLS INC COM COM 038222105 9,648 4,824 2,277 0.0078
2024-05-15 2024-03-31 13F APPLIED MATLS INC COM COM 038222105 4,824 -148 -2.98 995 23.48 0.0067
2024-02-14 2023-12-31 13F APPLIED MATLS INC COM COM 038222105 4,972 1,399 39.15 806 62.96 0.0057
2023-11-14 2023-09-30 13F APPLIED MATLS INC COM COM 038222105 3,573 100 2.88 495 -1.40 0.0038
2023-08-14 2023-06-30 13F APPLIED MATLS INC COM COM 038222105 3,473 -251 -6.74 502 9.63 0.0036
2023-05-15 2023-03-31 13F APPLIED MATLS INC COM COM 038222105 3,724 0 0.00 457 26.24 0.0035
2023-02-14 2022-12-31 13F APPLIED MATLS INC COM COM 038222105 3,724 0 0.00 363 18.69 0.0028
2022-11-14 2022-09-30 13F APPLIED MATLS INC COM COM 038222105 3,724 0 0.00 305 -10.03 0.0025
2022-08-15 2022-06-30 13F APPLIED MATLS INC COM COM 038222105 3,724 -400 -9.70 339 -37.68 0.0026
2022-05-16 2022-03-31 13F APPLIED MATLS INC COM COM 038222105 4,124 246 6.34 544 -10.82 0.0035
2022-02-14 2021-12-31 13F APPLIED MATLS INC COM COM 038222105 3,878 620 19.03 610 45.58 0.0039
2021-11-15 2021-09-30 13F APPLIED MATLS INC COM COM 038222105 3,258 -775 -19.22 419 -27.00 0.0028
2021-08-16 2021-06-30 13F APPLIED MATLS INC COM COM 038222105 4,033 -429 -9.61 574 -3.69 0.0038
2021-05-17 2021-03-31 13F APPLIED MATLS INC COM COM 038222105 4,462 -116 -2.53 596 50.89 0.0040
2021-02-16 2020-12-31 13F APPLIED MATLS INC COM COM 038222105 4,578 0 0.00 395 45.22 0.0029
2020-11-16 2020-09-30 13F APPLIED MATLS INC COM COM 038222105 4,578 -5,155 -52.96 272 -53.74 0.0023
2020-08-14 2020-06-30 13F APPLIED MATLS INC COM COM 038222105 9,733 3,925 67.58 588 121.05 0.0052
2020-05-15 2020-03-31 13F APPLIED MATLS INC COM COM 038222105 5,808 1,125 24.02 266 -6.99 0.0029
2020-02-14 2019-12-31 13F APPLIED MATLS INC COM COM 038222105 4,683 -50 -1.06 286 21.19 0.0022
2019-11-14 2019-09-30 13F APPLIED MATLS INC COM COM 038222105 4,733 0 0.00 236 10.80 0.0019
2019-08-14 2019-06-30 13F APPLIED MATLS INC COM COM 038222105 4,733 4,733 213 0.0020
2019-02-14 2018-12-31 13F APPLIED MATLS INC COM COM 038222105 0 -5,268 -100.00 0 -100.00
2018-11-14 2018-09-30 13F APPLIED MATLS INC COM COM 038222105 5,268 -1,340 -20.28 204 -33.11 0.0019
2018-08-14 2018-06-30 13F APPLIED MATLS INC COM COM 038222105 6,608 -250 -3.65 305 -19.95 0.0029
2018-05-15 2018-03-31 13F APPLIED MATLS INC COM COM 038222105 6,858 -1,625 -19.16 381 -12.21 0.0037
2018-02-14 2017-12-31 13F APPLIED MATLS INC COM COM 038222105 8,483 1,000 13.36 434 11.28 0.0040
2017-11-14 2017-09-30 13F APPLIED MATLS INC COM COM 038222105 7,483 621 9.05 390 37.81 0.0039
2017-08-14 2017-06-30 13F APPLIED MATLS INC COM COM 038222105 6,862 -140 -2.00 283 4.04 0.0030
2017-05-15 2017-03-31 13F APPLIED MATLS INC COM COM 038222105 7,002 -63 -0.89 272 19.30 0.0029
2017-02-14 2016-12-31 13F APPLIED MATLS INC COM COM 038222105 7,065 -37 -0.52 228 6.54 0.0026
2016-11-14 2016-09-30 13F APPLIED MATLS INC COM COM 038222105 7,102 7,102 0.00 214 0.0026
2015-08-14 2015-06-30 13F APPLIED MATLS INC COM COM 038222105 0 -25,652 -100.00 0 -100.00
2015-05-15 2015-03-31 13F APPLIED MATLS INC COM COM 038222105 25,652 2,050 8.69 579 -1.53 0.0082
2015-02-17 2014-12-31 13F APPLIED MATLS INC COM COM 038222105 23,602 0 0.00 588 15.29 0.0085
2014-11-14 2014-09-30 13F APPLIED MATLS INC COM COM 038222105 23,602 0 0.00 510 -4.14 0.0079
2014-08-14 2014-06-30 13F APPLIED MATLS INC COM COM 038222105 23,602 -80 -0.34 532 10.14 0.0080
2014-05-15 2014-03-31 13F APPLIED MATLS INC COM COM 038222105 23,682 0 0.00 483 15.27 0.0077
2014-02-14 2013-12-31 13F APPLIED MATLS INC COM COM 038222105 23,682 0 0.00 419 0.96 0.0069
2013-11-14 2013-09-30 13F APPLIED MATLS INC COM COM 038222105 23,682 -294 -1.23 415 15.92 0.0080
2013-08-14 2013-06-30 13F APPLIED MATLS INC COM COM 038222105 23,976 23,976 358 0.0076
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.