Mariner’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 | $172M | Buy |
502,097
+193,274
| +63% | +$65M | 0.2% | 92 |
|
|
2025
Q4 | $79.4M | Buy |
308,823
+20,760
| +7% | +$4.98M | 0.09% | 174 |
|
|
2025
Q3 | $59M | Sell |
288,063
-2,950
| -1% | -$535K | 0.08% | 212 |
|
|
2025
Q2 | $53.3M | Buy |
291,013
+17,940
| +7% | +$2.84M | 0.08% | 224 |
|
|
2025
Q1 | $39.6M | Sell |
273,073
-12,637
| -4% | -$2.13M | 0.07% | 254 |
|
|
2024
Q4 | $46.5M | Sell |
285,710
-65,180
| -19% | -$11.8M | 0.08% | 223 |
|
|
2024
Q3 | $70.9M | Buy |
350,890
+16,260
| +5% | +$3.34M | 0.13% | 156 |
|
|
2024
Q2 | $79M | Sell |
334,630
-5,123
| -2% | -$1.1M | 0.15% | 134 |
|
|
2024
Q1 | $70.1M | Buy |
339,753
+6,328
| +2% | +$1.16M | 0.14% | 140 |
|
|
2023
Q4 | $54M | Buy |
333,425
+1,623
| +0.5% | +$238K | 0.13% | 154 |
|
|
2023
Q3 | $45.9M | Buy |
331,802
+33,969
| +11% | +$4.87M | 0.12% | 160 |
|
|
2023
Q2 | $43M | Buy |
297,833
+8,838
| +3% | +$1.11M | 0.12% | 176 |
|
|
2023
Q1 | $35.5M | Buy |
288,995
+11,975
| +4% | +$1.38M | 0.1% | 198 |
|
|
2022
Q4 | $27M | Buy |
277,020
+33,871
| +14% | +$3.25M | 0.09% | 226 |
|
|
2022
Q3 | $19.9M | Buy |
243,149
+82,641
| +51% | +$7.97M | 0.08% | 230 |
|
|
2022
Q2 | $14.6M | Buy |
160,508
+6,121
| +4% | +$671K | 0.06% | 266 |
|
|
2022
Q1 | $20.3M | Buy |
154,387
+18,300
| +13% | +$2.52M | 0.08% | 234 |
|
|
2021
Q4 | $21.4M | Buy |
136,087
+36,789
| +37% | +$5.33M | 0.09% | 210 |
|
|
2021
Q3 | $12.8M | Buy |
99,298
+41,779
| +73% | +$5.67M | 0.07% | 244 |
|
|
2021
Q2 | $8.19M | Buy |
57,519
+5,892
| +11% | +$791K | 0.05% | 260 |
|
|
2021
Q1 | $6.9M | Buy |
51,627
+8,557
| +20% | +$944K | 0.05% | 266 |
|
|
2020
Q4 | $3.72M | Sell |
43,070
-10,227
| -19% | -$756K | 0.03% | 331 |
|
|
2020
Q3 | $3.17M | Sell |
53,297
-1,513
| -3% | -$93.5K | 0.03% | 312 |
|
|
2020
Q2 | $3.31M | Sell |
54,810
-3,466
| -6% | -$187K | 0.03% | 313 |
|
|
2020
Q1 | $2.68M | Buy |
58,276
+8,587
| +17% | +$493K | 0.03% | 319 |
|
|
2019
Q4 | $3.03M | Sell |
49,689
-5,935
| -11% | -$334K | 0.03% | 327 |
|
|
2019
Q3 | $2.78M | Sell |
55,624
-1,897
| -3% | -$91.6K | 0.03% | 319 |
|
|
2019
Q2 | $2.58M | Sell |
57,521
-83,539
| -59% | -$3.52M | 0.03% | 352 |
|
|
2019
Q1 | $5.59M | Sell |
141,060
-2,040
| -1% | -$77.5K | 0.08% | 214 |
|
|
2018
Q4 | $4.67M | Buy |
143,100
+12,174
| +9% | +$417K | 0.08% | 213 |
|
|
2018
Q3 | $5.06M | Buy |
130,926
+90,315
| +222% | +$3.99M | 0.13% | 158 |
|
|
2018
Q2 | $1.88M | Buy |
40,611
+24,924
| +159% | +$1.28M | 0.05% | 285 |
|
|
2018
Q1 | $872K | Buy |
15,687
+5,814
| +59% | +$324K | 0.03% | 338 |
|
|
2017
Q4 | $505K | Buy |
+9,873
| New | +$535K | 0.02% | 389 |
|
|
2015
Q2 | – | Sell |
-70,155
| Closed | -$1.58M | – | 526 |
|
|
2015
Q1 | $1.58M | Sell |
70,155
-4,024
| -5% | -$96.4K | 0.13% | 139 |
|
|
2014
Q4 | $1.85M | Buy |
+74,179
| New | +$1.68M | 0.17% | 108 |
|
Other funds holding AMAT
VCM
VPM
Mariner's AMAT Position: Q1 2026 in Review
Mariner increased its Applied Materials (AMAT) stake by 63% in Q1 2026, buying an estimated $65M and bringing the position to 502,097 shares worth $172M. The position accounts for 0.2% of the portfolio, ranked #92.
Mariner first reported a position in AMAT in Q4 2014 and has held it in 36 quarters since. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.
- Mariner held 502,097 shares of Applied Materials worth $172M as of Q1 2026.
- Mariner bought 193,274 Applied Materials shares in Q1 2026, an estimated $65M.
- Applied Materials made up 0.2% of Mariner's portfolio in Q1 2026, its #92 holding.
- Mariner first reported a position in Applied Materials in Q4 2014 and has held it in 36 quarters since.
- 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.
Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.