Connor, Clark & Lunn Investment Management (CC&L)
AMAT icon

Connor, Clark & Lunn Investment Management (CC&L)’s Applied Materials AMAT Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q1 		$16.7M Buy
+48,978
New +$16.5M 0.04% 350
2025
Q4 		– Sell
-326,064
Closed -$66.8M – 1523
2025
Q3 		$66.8M Buy
326,064
+225,060
+223% +$40.8M 0.21% 86
2025
Q2 		$18.5M Buy
101,004
+88,073
+681% +$14M 0.07% 256
2025
Q1 		$1.88M Sell
12,931
-46,560
-78% -$7.83M 0.01% 750
2024
Q4 		$9.68M Buy
59,491
+57,913
+3,670% +$10.5M 0.04% 323
2024
Q3 		$319K Buy
+1,578
New +$324K ﹤0.01% 1218
2024
Q2 		– Sell
-155,799
Closed -$32.1M – 1361
2024
Q1 		$32.1M Sell
155,799
-228,380
-59% -$41.9M 0.14% 140
2023
Q4 		$62.3M Sell
384,179
-62,703
-14% -$9.21M 0.29% 72
2023
Q3 		$61.9M Buy
446,882
+182,415
+69% +$26.2M 0.32% 63
2023
Q2 		$38.2M Buy
264,467
+93,126
+54% +$11.7M 0.19% 94
2023
Q1 		$21M Buy
171,341
+24,651
+17% +$2.83M 0.11% 150
2022
Q4 		$14.3M Buy
+146,690
New +$14.1M 0.08% 183
2022
Q3 		– Sell
-3,065
Closed -$279K – 1099
2022
Q2 		$279K Sell
3,065
-36,270
-92% -$3.98M ﹤0.01% 875
2022
Q1 		$5.18M Buy
39,335
+7,415
+23% +$1.02M 0.03% 320
2021
Q4 		$5.02M Buy
31,920
+9,876
+45% +$1.43M 0.02% 339
2021
Q3 		$2.84M Sell
22,044
-147,800
-87% -$20.1M 0.01% 455
2021
Q2 		$24.2M Buy
169,844
+140,602
+481% +$18.9M 0.12% 152
2021
Q1 		$3.91M Sell
29,242
-169,764
-85% -$18.7M 0.02% 417
2020
Q4 		$17.2M Buy
199,006
+122,554
+160% +$9.06M 0.1% 154
2020
Q3 		$4.54M Buy
76,452
+54,601
+250% +$3.37M 0.03% 324
2020
Q2 		$1.32M Buy
21,851
+178
+0.8% +$9.6K 0.01% 546
2020
Q1 		$993K Sell
21,673
-6,827
-24% -$392K 0.01% 564
2019
Q4 		$1.74M Buy
28,500
+4,950
+21% +$278K 0.01% 449
2019
Q3 		$1.18M Sell
23,550
-45,525
-66% -$2.2M 0.01% 514
2019
Q2 		$3.1M Sell
69,075
-700
-1% -$29.5K 0.02% 357
2019
Q1 		$2.77M Sell
69,775
-48,465
-41% -$1.84M 0.02% 364
2018
Q4 		$3.87M Buy
118,240
+71,265
+152% +$2.44M 0.03% 309
2018
Q3 		$1.82M Buy
46,975
+7,025
+18% +$311K 0.01% 453
2018
Q2 		$1.84M Sell
39,950
-245,900
-86% -$12.7M 0.01% 495
2018
Q1 		$15.9M Buy
285,850
+233,725
+448% +$13M 0.1% 154
2017
Q4 		$2.67M Buy
52,125
+9,950
+24% +$539K 0.02% 387
2017
Q3 		$2.2M Sell
42,175
-647,825
-94% -$29.3M 0.01% 404
2017
Q2 		$28.5M Sell
690,000
-89,425
-11% -$3.8M 0.19% 94
2017
Q1 		$30.3M Sell
779,425
-83,000
-10% -$2.98M 0.2% 90
2016
Q4 		$27.8M Sell
862,425
-174,800
-17% -$5.32M 0.19% 93
2016
Q3 		$31.3M Buy
1,037,225
+798,900
+335% +$22.3M 0.22% 80
2016
Q2 		$5.71M Sell
238,325
-36,975
-13% -$816K 0.04% 226
2016
Q1 		$5.83M Buy
275,300
+97,000
+54% +$1.77M 0.05% 206
2015
Q4 		$3.33M Buy
178,300
+117,100
+191% +$2.03M 0.03% 265
2015
Q3 		$899K Buy
+61,200
New +$1.02M 0.01% 421
2014
Q1 		– Sell
-32,316
Closed -$607K – 674
2013
Q4 		$607K Buy
+32,316
New +$563K ﹤0.01% 458

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s AMAT Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) opened a new position in Applied Materials (AMAT) in Q1 2026: 48,978 shares worth $16.7M. The stake represents 0.04% of the portfolio and ranks #350 among its holdings. This is a return to the name: Connor, Clark & Lunn Investment Management (CC&L) previously reported a position in AMAT as recently as Q3 2025.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in AMAT in Q4 2013 and has held it in 41 quarters since. The position peaked at $66.8M in Q3 2025. 2,929 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 48,978 shares of Applied Materials worth $16.7M as of Q1 2026.
  • Applied Materials was a new Connor, Clark & Lunn Investment Management (CC&L) position in Q1 2026.
  • Applied Materials made up 0.04% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #350 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Applied Materials in Q4 2013 and has held it in 41 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Applied Materials position peaked at $66.8M in Q3 2025.
  • 2,929 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.