BlackRock’s Applied Materials AMAT Stock Holding History

BlackRock’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
2024 Q1	–	Sell	-1,608,600	Closed	-$261M	–	5286
2023 Q4	$261M	Buy	+1,608,600	New	+$236M	0.01%	1475
2021 Q4	–	Sell	-13,000	Closed	-$1.67M	–	5777
2021 Q3	$1.67M	Sell	13,000 -456,900	-97%	-$62M	﹤0.01%	4388
2021 Q2	$66.9M	Buy	+469,900	New	+$63.1M	﹤0.01%	2503

Other funds holding AMAT

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock's AMAT Position: Q1 2026 in Review

BlackRock increased its Applied Materials (AMAT) stake by 4.9% in Q1 2026, buying an estimated $1.25B and bringing the position to 78,974,833 shares worth $27B. The position accounts for 0.47% of the portfolio, ranked #30.

BlackRock first reported a position in AMAT in Q2 2013 and has held it in 52 quarters since. 2,929 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

BlackRock held 78,974,833 shares of Applied Materials worth $27B as of Q1 2026.
BlackRock bought 3,715,744 Applied Materials shares in Q1 2026, an estimated $1.25B.
Applied Materials made up 0.47% of BlackRock's portfolio in Q1 2026, its #30 holding.
BlackRock first reported a position in Applied Materials in Q2 2013 and has held it in 52 quarters since.
2,929 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on BlackRock's 13F filing for Q1 2026, filed 13 May 2026.