Franklin Resources’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 | $1.03B | Sell |
3,004,192
-176,691
| -6% | -$59.4M | 0.25% | 87 |
|
|
2025
Q4 | $817M | Sell |
3,180,883
-197,034
| -6% | -$47.2M | 0.2% | 109 |
|
|
2025
Q3 | $690M | Sell |
3,377,917
-199,881
| -6% | -$36.3M | 0.17% | 129 |
|
|
2025
Q2 | $655M | Sell |
3,577,798
-153,039
| -4% | -$24.3M | 0.17% | 133 |
|
|
2025
Q1 | $541M | Buy |
3,730,837
+87,194
| +2% | +$14.7M | 0.16% | 146 |
|
|
2024
Q4 | $593M | Sell |
3,643,643
-312,857
| -8% | -$56.7M | 0.16% | 132 |
|
|
2024
Q3 | $846M | Sell |
3,956,500
-1,064,092
| -21% | -$218M | 0.24% | 108 |
|
|
2024
Q2 | $1.18B | Buy |
5,020,592
+279,643
| +6% | +$60M | 0.36% | 67 |
|
|
2024
Q1 | $978M | Buy |
4,740,949
+2,007,976
| +73% | +$368M | 0.31% | 80 |
|
|
2023
Q4 | $443M | Sell |
2,732,973
-696,433
| -20% | -$102M | 0.21% | 127 |
|
|
2023
Q3 | $475M | Buy |
3,429,406
+22,801
| +0.7% | +$3.27M | 0.24% | 97 |
|
|
2023
Q2 | $492M | Sell |
3,406,605
-394,039
| -10% | -$49.3M | 0.23% | 102 |
|
|
2023
Q1 | $467M | Buy |
3,800,644
+214,116
| +6% | +$24.6M | 0.23% | 108 |
|
|
2022
Q4 | $349M | Buy |
3,586,528
+997,128
| +39% | +$95.7M | 0.18% | 147 |
|
|
2022
Q3 | $212M | Buy |
2,589,400
+630,373
| +32% | +$60.8M | 0.12% | 213 |
|
|
2022
Q2 | $178M | Sell |
1,959,027
-5,730
| -0.3% | -$629K | 0.09% | 268 |
|
|
2022
Q1 | $259M | Sell |
1,964,757
-59,837
| -3% | -$8.24M | 0.1% | 240 |
|
|
2021
Q4 | $319M | Buy |
2,024,594
+42,863
| +2% | +$6.21M | 0.11% | 219 |
|
|
2021
Q3 | $255M | Buy |
1,981,731
+29,597
| +2% | +$4.02M | 0.1% | 245 |
|
|
2021
Q2 | $278M | Sell |
1,952,134
-351,806
| -15% | -$47.2M | 0.11% | 228 |
|
|
2021
Q1 | $308M | Buy |
2,303,940
+128,819
| +6% | +$14.2M | 0.13% | 202 |
|
|
2020
Q4 | $188M | Buy |
2,175,121
+60,116
| +3% | +$4.44M | 0.08% | 273 |
|
|
2020
Q3 | $126M | Buy |
2,115,005
+261,284
| +14% | +$16.1M | 0.06% | 328 |
|
|
2020
Q2 | $119M | Sell |
1,853,721
-348,483
| -16% | -$18.8M | 0.06% | 323 |
|
|
2020
Q1 | $101M | Sell |
2,202,204
-195,749
| -8% | -$11.2M | 0.07% | 299 |
|
|
2019
Q4 | $146M | Sell |
2,397,953
-101,499
| -4% | -$5.7M | 0.08% | 291 |
|
|
2019
Q3 | $125M | Sell |
2,499,452
-82,872
| -3% | -$4M | 0.07% | 311 |
|
|
2019
Q2 | $116M | Buy |
2,582,324
+27,110
| +1% | +$1.14M | 0.06% | 332 |
|
|
2019
Q1 | $101M | Sell |
2,555,214
-793,275
| -24% | -$30.1M | 0.05% | 357 |
|
|
2018
Q4 | $110M | Sell |
3,348,489
-1,286,874
| -28% | -$44.1M | 0.07% | 309 |
|
|
2018
Q3 | $179M | Buy |
4,635,363
+419,528
| +10% | +$18.6M | 0.09% | 251 |
|
|
2018
Q2 | $195M | Buy |
4,215,835
+1,238,761
| +42% | +$63.9M | 0.1% | 232 |
|
|
2018
Q1 | $166M | Buy |
2,977,074
+34,231
| +1% | +$1.91M | 0.08% | 255 |
|
|
2017
Q4 | $151M | Sell |
2,942,843
-593,974
| -17% | -$32.2M | 0.07% | 283 |
|
|
2017
Q3 | $184M | Buy |
3,536,817
+541,546
| +18% | +$24.5M | 0.09% | 241 |
|
|
2017
Q2 | $124M | Sell |
2,995,271
-687,869
| -19% | -$29.2M | 0.06% | 305 |
|
|
2017
Q1 | $143M | Sell |
3,683,140
-1,388,638
| -27% | -$49.9M | 0.07% | 278 |
|
|
2016
Q4 | $164M | Buy |
5,071,778
+922,743
| +22% | +$28.1M | 0.08% | 242 |
|
|
2016
Q3 | $125M | Sell |
4,149,035
-1,673,447
| -29% | -$46.7M | 0.07% | 301 |
|
|
2016
Q2 | $140M | Sell |
5,822,482
-3,332,198
| -36% | -$73.5M | 0.08% | 283 |
|
|
2016
Q1 | $194M | Buy |
9,154,680
+359,149
| +4% | +$6.55M | 0.1% | 220 |
|
|
2015
Q4 | $164M | Sell |
8,795,531
-431,162
| -5% | -$7.49M | 0.08% | 242 |
|
|
2015
Q3 | $136M | Sell |
9,226,693
-1,583,649
| -15% | -$26.5M | 0.07% | 285 |
|
|
2015
Q2 | $208M | Sell |
10,810,342
-2,628,724
| -20% | -$54M | 0.09% | 234 |
|
|
2015
Q1 | $303M | Buy |
13,439,066
+212,420
| +2% | +$5.09M | 0.14% | 175 |
|
|
2014
Q4 | $330M | Sell |
13,226,646
-1,381,982
| -9% | -$31.2M | 0.15% | 163 |
|
|
2014
Q3 | $316M | Buy |
14,608,628
+1,323,729
| +10% | +$29.3M | 0.14% | 173 |
|
|
2014
Q2 | $300M | Buy |
13,284,899
+2,191,833
| +20% | +$44.7M | 0.13% | 186 |
|
|
2014
Q1 | $227M | Sell |
11,093,066
-200,040
| -2% | -$3.67M | 0.11% | 214 |
|
|
2013
Q4 | $200M | Buy |
11,293,106
+39,028
| +0.3% | +$680K | 0.1% | 225 |
|
|
2013
Q3 | $197M | Buy |
11,254,078
+347,439
| +3% | +$5.55M | 0.11% | 211 |
|
|
2013
Q2 | $163M | Buy |
+10,906,639
| New | +$158M | 0.09% | 229 |
|
Other funds holding AMAT
VCM
VPM
Franklin Resources's AMAT Position: Q1 2026 in Review
Franklin Resources reduced its Applied Materials (AMAT) stake by 5.6% in Q1 2026, selling an estimated $59.4M and leaving 3,004,192 shares worth $1.03B. The position accounts for 0.25% of the portfolio, ranked #87.
Franklin Resources first reported a position in AMAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.18B in Q2 2024. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.
- Franklin Resources held 3,004,192 shares of Applied Materials worth $1.03B as of Q1 2026.
- Franklin Resources sold 176,691 Applied Materials shares in Q1 2026, an estimated $59.4M.
- Applied Materials made up 0.25% of Franklin Resources's portfolio in Q1 2026, its #87 holding.
- Franklin Resources first reported a position in Applied Materials in Q2 2013 and has held it in 52 quarters since.
- Franklin Resources's Applied Materials position peaked at $1.18B in Q2 2024.
- 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.
Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.