T. Rowe Price Associates’s Applied Materials AMAT Stock Holding History

T. Rowe Price Associates’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	$2.07B	Buy	6,062,925 +678,669	+13%	+$228M	0.24%	88
2025 Q4	$1.38B	Buy	5,384,256 +840,486	+18%	+$201M	0.15%	126
2025 Q3	$930M	Sell	4,543,770 -3,932,086	-46%	-$713M	0.1%	171
2025 Q2	$1.55B	Buy	8,475,856 +2,902,183	+52%	+$460M	0.18%	115
2025 Q1	$809M	Buy	5,573,673 +1,691,428	+44%	+$284M	0.1%	196
2024 Q4	$631M	Sell	3,882,245 -590,421	-13%	-$107M	0.07%	234
2024 Q3	$904M	Sell	4,472,666 -6,505,974	-59%	-$1.33B	0.1%	181
2024 Q2	$2.59B	Sell	10,978,640 -239,689	-2%	-$51.5M	0.31%	59
2024 Q1	$2.31B	Sell	11,218,329 -2,520,053	-18%	-$462M	0.28%	69
2023 Q4	$2.23B	Buy	13,738,382 +224,296	+2%	+$33M	0.3%	69
2023 Q3	$1.87B	Buy	13,514,086 +41,980	+0.3%	+$6.02M	0.27%	71
2023 Q2	$1.95B	Buy	13,472,106 +1,780,155	+15%	+$223M	0.27%	71
2023 Q1	$1.44B	Sell	11,691,951 -571,295	-5%	-$65.6M	0.22%	96
2022 Q4	$1.19B	Buy	12,263,246 +4,277,485	+54%	+$410M	0.19%	117
2022 Q3	$654M	Sell	7,985,761 -1,136,413	-12%	-$110M	0.11%	177
2022 Q2	$830M	Buy	9,122,174 +154,413	+2%	+$16.9M	0.1%	204
2022 Q1	$1.18B	Sell	8,967,761 -6,503,453	-42%	-$895M	0.12%	176
2021 Q4	$2.43B	Sell	15,471,214 -5,619,999	-27%	-$814M	0.22%	97
2021 Q3	$2.72B	Sell	21,091,213 -7,011,331	-25%	-$952M	0.26%	87
2021 Q2	$4B	Sell	28,102,544 -4,602,691	-14%	-$618M	0.37%	46
2021 Q1	$4.37B	Sell	32,705,235 -13,432,113	-29%	-$1.48B	0.44%	36
2020 Q4	$3.98B	Sell	46,137,348 -406,781	-0.9%	-$30.1M	0.41%	47
2020 Q3	$2.77B	Sell	46,544,129 -10,703,222	-19%	-$661M	0.32%	59
2020 Q2	$3.46B	Buy	57,247,351 +6,069,451	+12%	+$327M	0.44%	44
2020 Q1	$2.34B	Buy	51,177,900 +3,417,125	+7%	+$196M	0.37%	53
2019 Q4	$2.92B	Buy	47,760,775 +13,252,124	+38%	+$745M	0.38%	53
2019 Q3	$1.72B	Buy	34,508,651 +6,157,314	+22%	+$297M	0.24%	94
2019 Q2	$1.27B	Buy	28,351,337 +7,230,052	+34%	+$304M	0.18%	135
2019 Q1	$838M	Buy	21,121,285 +4,165,140	+25%	+$158M	0.12%	176
2018 Q4	$555M	Sell	16,956,145 -3,464,010	-17%	-$119M	0.09%	217
2018 Q3	$789M	Sell	20,420,155 -10,782,790	-35%	-$477M	0.12%	192
2018 Q2	$1.44B	Buy	31,202,945 +16,987,805	+120%	+$876M	0.22%	109
2018 Q1	$791M	Sell	14,215,140 -527,779	-4%	-$29.4M	0.13%	181
2017 Q4	$754M	Sell	14,742,919 -1,396,237	-9%	-$75.6M	0.12%	176
2017 Q3	$841M	Sell	16,139,156 -7,950,486	-33%	-$360M	0.14%	160
2017 Q2	$995M	Sell	24,089,642 -2,900,107	-11%	-$123M	0.18%	136
2017 Q1	$1.05B	Buy	26,989,749 +2,371,097	+10%	+$85.2M	0.2%	126
2016 Q4	$794M	Sell	24,618,652 -2,765,620	-10%	-$84.1M	0.16%	155
2016 Q3	$826M	Sell	27,384,272 -7,316,047	-21%	-$204M	0.17%	148
2016 Q2	$832M	Sell	34,700,319 -26,422,096	-43%	-$583M	0.18%	144
2016 Q1	$1.29B	Sell	61,122,415 -11,152,159	-15%	-$203M	0.28%	90
2015 Q4	$1.35B	Buy	72,274,574 +20,581,956	+40%	+$357M	0.28%	88
2015 Q3	$759M	Buy	51,692,618 +9,233,512	+22%	+$154M	0.17%	143
2015 Q2	$816M	Buy	42,459,106 +1,150,988	+3%	+$23.6M	0.17%	145
2015 Q1	$932M	Sell	41,308,118 -5,221,148	-11%	-$125M	0.19%	130
2014 Q4	$1.16B	Sell	46,529,266 -1,729,583	-4%	-$39.1M	0.25%	102
2014 Q3	$1.04B	Sell	48,258,849 -3,660,653	-7%	-$81M	0.23%	114
2014 Q2	$1.17B	Sell	51,919,502 -3,004,249	-5%	-$61.3M	0.25%	98
2014 Q1	$1.12B	Sell	54,923,751 -9,386,351	-15%	-$172M	0.25%	103
2013 Q4	$1.14B	Buy	64,310,102 +8,359,529	+15%	+$146M	0.26%	93
2013 Q3	$981M	Buy	55,950,573 +12,231,320	+28%	+$195M	0.25%	103
2013 Q2	$652M	Buy	+43,719,253	New	+$634M	0.17%	149

Other funds holding AMAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates's AMAT Position: Q1 2026 in Review

T. Rowe Price Associates increased its Applied Materials (AMAT) stake by 13% in Q1 2026, buying an estimated $228M and bringing the position to 6,062,925 shares worth $2.07B. The position accounts for 0.24% of the portfolio, ranked #88.

T. Rowe Price Associates first reported a position in AMAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.37B in Q1 2021. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

T. Rowe Price Associates held 6,062,925 shares of Applied Materials worth $2.07B as of Q1 2026.
T. Rowe Price Associates bought 678,669 Applied Materials shares in Q1 2026, an estimated $228M.
Applied Materials made up 0.24% of T. Rowe Price Associates's portfolio in Q1 2026, its #88 holding.
T. Rowe Price Associates first reported a position in Applied Materials in Q2 2013 and has held it in 52 quarters since.
T. Rowe Price Associates's Applied Materials position peaked at $4.37B in Q1 2021.
2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on T. Rowe Price Associates's 13F filing for Q1 2026, filed 15 May 2026.