Bessemer Group’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $416M | Sell |
1,216,373
-342,990
| -22% | -$115M | 0.65% | 24 |
|
|
2025
Q4 | $401M | Sell |
1,559,363
-15,451
| -1% | -$3.7M | 0.62% | 29 |
|
|
2025
Q3 | $322M | Sell |
1,574,814
-6,484
| -0.4% | -$1.18M | 0.49% | 39 |
|
|
2025
Q2 | $289M | Buy |
1,581,298
+524,523
| +50% | +$83.1M | 0.47% | 47 |
|
|
2025
Q1 | $153M | Sell |
1,056,775
-23,202
| -2% | -$3.9M | 0.28% | 95 |
|
|
2024
Q4 | $176M | Buy |
1,079,977
+987,660
| +1,070% | +$179M | 0.29% | 91 |
|
|
2024
Q3 | $18.7M | Buy |
92,317
+48,173
| +109% | +$9.88M | 0.03% | 264 |
|
|
2024
Q2 | $10.4M | Sell |
44,144
-2,128
| -5% | -$457K | 0.02% | 308 |
|
|
2024
Q1 | $9.54M | Buy |
46,272
+16,871
| +57% | +$3.1M | 0.02% | 311 |
|
|
2023
Q4 | $4.76M | Sell |
29,401
-2,849
| -9% | -$419K | 0.01% | 375 |
|
|
2023
Q3 | $4.46M | Sell |
32,250
-2,493
| -7% | -$357K | 0.01% | 374 |
|
|
2023
Q2 | $5.02M | Buy |
34,743
+4,394
| +14% | +$550K | 0.01% | 359 |
|
|
2023
Q1 | $3.73M | Sell |
30,349
-6,208
| -17% | -$713K | 0.01% | 376 |
|
|
2022
Q4 | $3.56M | Buy |
36,557
+7,214
| +25% | +$692K | 0.01% | 372 |
|
|
2022
Q3 | $2.4M | Sell |
29,343
-24,077
| -45% | -$2.32M | 0.01% | 414 |
|
|
2022
Q2 | $4.86M | Sell |
53,420
-1,606
| -3% | -$176K | 0.01% | 308 |
|
|
2022
Q1 | $7.25M | Buy |
55,026
+10,296
| +23% | +$1.42M | 0.02% | 233 |
|
|
2021
Q4 | $7.04M | Buy |
44,730
+6,953
| +18% | +$1.01M | 0.01% | 229 |
|
|
2021
Q3 | $4.86M | Buy |
37,777
+88
| +0.2% | +$11.9K | 0.01% | 249 |
|
|
2021
Q2 | $5.37M | Sell |
37,689
-1,737
| -4% | -$233K | 0.01% | 250 |
|
|
2021
Q1 | $5.27M | Buy |
39,426
+4,125
| +12% | +$455K | 0.01% | 254 |
|
|
2020
Q4 | $3.05M | Buy |
35,301
+728
| +2% | +$53.8K | 0.01% | 271 |
|
|
2020
Q3 | $2.06M | Sell |
34,573
-21,743
| -39% | -$1.34M | 0.01% | 321 |
|
|
2020
Q2 | $3.4M | Buy |
56,316
+28,134
| +100% | +$1.52M | 0.01% | 353 |
|
|
2020
Q1 | $1.29M | Sell |
28,182
-1,539
| -5% | -$88.4K | 0.01% | 534 |
|
|
2019
Q4 | $1.81M | Sell |
29,721
-775
| -3% | -$43.6K | 0.01% | 592 |
|
|
2019
Q3 | $1.52M | Buy |
30,496
+25,737
| +541% | +$1.24M | 0.01% | 587 |
|
|
2019
Q2 | $213K | Buy |
4,759
+1,524
| +47% | +$64.2K | ﹤0.01% | 1066 |
|
|
2019
Q1 | $128K | Buy |
3,235
+315
| +11% | +$12K | ﹤0.01% | 1087 |
|
|
2018
Q4 | $95K | Buy |
2,920
+1,420
| +95% | +$48.7K | ﹤0.01% | 1161 |
|
|
2018
Q3 | $58K | Sell |
1,500
-2,716
| -64% | -$120K | ﹤0.01% | 1237 |
|
|
2018
Q2 | $195K | Sell |
4,216
-200
| -5% | -$10.3K | ﹤0.01% | 986 |
|
|
2018
Q1 | $246K | Sell |
4,416
-936
| -17% | -$52.1K | ﹤0.01% | 974 |
|
|
2017
Q4 | $274K | Sell |
5,352
-1,926
| -26% | -$104K | ﹤0.01% | 955 |
|
|
2017
Q3 | $379K | Buy |
7,278
+4,211
| +137% | +$190K | ﹤0.01% | 908 |
|
|
2017
Q2 | $126K | Buy |
3,067
+1,817
| +145% | +$77.2K | ﹤0.01% | 1135 |
|
|
2017
Q1 | $49K | Hold |
1,250
| – | – | ﹤0.01% | 1303 |
|
|
2016
Q4 | $41K | Buy |
1,250
+234
| +23% | +$7.12K | ﹤0.01% | 1390 |
|
|
2016
Q3 | $31K | Sell |
1,016
-180
| -15% | -$5.02K | ﹤0.01% | 1282 |
|
|
2016
Q2 | $29K | Hold |
1,196
| – | – | ﹤0.01% | 945 |
|
|
2016
Q1 | $25K | Sell |
1,196
-2,088,312
| -100% | -$38.1M | ﹤0.01% | 1019 |
|
|
2015
Q4 | $39M | Sell |
2,089,508
-1,865,652
| -47% | -$32.4M | 0.22% | 119 |
|
|
2015
Q3 | $58.1M | Buy |
3,955,160
+822,601
| +26% | +$13.7M | 0.33% | 101 |
|
|
2015
Q2 | $60.2M | Sell |
3,132,559
-1,876,068
| -37% | -$38.5M | 0.31% | 106 |
|
|
2015
Q1 | $113M | Buy |
5,008,627
+1,288,935
| +35% | +$30.9M | 0.57% | 68 |
|
|
2014
Q4 | $92.7M | Buy |
3,719,692
+110,146
| +3% | +$2.49M | 0.5% | 78 |
|
|
2014
Q3 | $78M | Buy |
3,609,546
+139,440
| +4% | +$3.09M | 0.44% | 92 |
|
|
2014
Q2 | $78.3M | Buy |
3,470,106
+519,475
| +18% | +$10.6M | 0.48% | 85 |
|
|
2014
Q1 | $60.2M | Buy |
2,950,631
+1,150,301
| +64% | +$21.1M | 0.41% | 102 |
|
|
2013
Q4 | $31.8M | Buy |
1,800,330
+648,155
| +56% | +$11.3M | 0.23% | 124 |
|
|
2013
Q3 | $20.2M | Buy |
1,152,175
+1,025,740
| +811% | +$16.4M | 0.16% | 113 |
|
|
2013
Q2 | $1.89M | Buy |
+126,435
| New | +$1.83M | 0.02% | 299 |
|
Other funds holding AMAT
VCM
VPM
Bessemer Group's AMAT Position: Q1 2026 in Review
Bessemer Group reduced its Applied Materials (AMAT) stake by 22% in Q1 2026, selling an estimated $115M and leaving 1,216,373 shares worth $416M. The position accounts for 0.65% of the portfolio, ranked #24.
Bessemer Group first reported a position in AMAT in Q2 2013 and has held it in 52 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.
- Bessemer Group held 1,216,373 shares of Applied Materials worth $416M as of Q1 2026.
- Bessemer Group sold 342,990 Applied Materials shares in Q1 2026, an estimated $115M.
- Applied Materials made up 0.65% of Bessemer Group's portfolio in Q1 2026, its #24 holding.
- Bessemer Group first reported a position in Applied Materials in Q2 2013 and has held it in 52 quarters since.
- 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.
Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.