Baillie Gifford & Co
AMAT icon

Baillie Gifford & Co’s Applied Materials AMAT Stock Holding History

Baillie Gifford & Co’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.6K Buy
+52
New +$24K ﹤0.01% 244
2015
Q3 		– Sell
-2,048,736
Closed -$39.4M – 209
2015
Q2 		$39.4M Buy
2,048,736
+202,689
+11% +$4.16M 0.07% 99
2015
Q1 		$41.6M Buy
1,846,047
+82,689
+5% +$1.98M 0.08% 101
2014
Q4 		$43.9M Buy
1,763,358
+519,201
+42% +$11.7M 0.09% 98
2014
Q3 		$26.9M Buy
1,244,157
+224,224
+22% +$4.96M 0.06% 104
2014
Q2 		$23M Hold
1,019,933
– – 0.05% 120
2014
Q1 		$20.8M Buy
1,019,933
+59,936
+6% +$1.1M 0.05% 124
2013
Q4 		$17M Buy
+959,997
New +$16.7M 0.04% 126

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co's AMAT Position: Q2 2026 in Review

Baillie Gifford & Co opened a new position in Applied Materials (AMAT) in Q2 2026: 52 shares worth $37.6K. The stake represents ﹤0.01% of the portfolio and ranks #244 among its holdings. This is a return to the name: Baillie Gifford & Co previously reported a position in AMAT as recently as Q2 2015.

Baillie Gifford & Co first reported a position in AMAT in Q4 2013 and has held it in 8 quarters since. The position peaked at $43.9M in Q4 2014. 3,498 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Baillie Gifford & Co held 52 shares of Applied Materials worth $37.6K as of Q2 2026.
  • Applied Materials was a new Baillie Gifford & Co position in Q2 2026.
  • Applied Materials made up ﹤0.01% of Baillie Gifford & Co's portfolio in Q2 2026, its #244 holding.
  • Baillie Gifford & Co first reported a position in Applied Materials in Q4 2013 and has held it in 8 quarters since.
  • Baillie Gifford & Co's Applied Materials position peaked at $43.9M in Q4 2014.
  • 3,498 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Baillie Gifford & Co's 13F filing for Q2 2026, filed 6 Aug 2026.