William Blair & Company
AMAT icon

William Blair & Company’s Applied Materials AMAT Stock Holding History

William Blair & Company’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 		$27.1M Sell
79,196
-214
-0.3% -$72K 0.08% 210
2025
Q4 		$20.4M Sell
79,410
-4,855
-6% -$1.16M 0.05% 231
2025
Q3 		$17.3M Buy
84,265
+156
+0.2% +$28.3K 0.05% 253
2025
Q2 		$15.4M Sell
84,109
-682
-0.8% -$108K 0.04% 271
2025
Q1 		$12.3M Buy
84,791
+1,727
+2% +$290K 0.04% 299
2024
Q4 		$13.5M Buy
83,064
+310
+0.4% +$56.2K 0.04% 298
2024
Q3 		$16.7M Buy
82,754
+1,666
+2% +$342K 0.05% 264
2024
Q2 		$19.1M Buy
81,088
+1,977
+2% +$424K 0.06% 223
2024
Q1 		$16.3M Sell
79,111
-1,664
-2% -$305K 0.05% 242
2023
Q4 		$13.1M Buy
80,775
+911
+1% +$134K 0.04% 271
2023
Q3 		$11.1M Sell
79,864
-11,972
-13% -$1.72M 0.04% 285
2023
Q2 		$13.3M Buy
91,836
+5,521
+6% +$691K 0.05% 272
2023
Q1 		$10.6M Sell
86,315
-3,311
-4% -$380K 0.04% 292
2022
Q4 		$8.73M Sell
89,626
-7,130
-7% -$684K 0.04% 319
2022
Q3 		$7.93M Sell
96,756
-895
-0.9% -$86.3K 0.04% 322
2022
Q2 		$8.88M Sell
97,651
-1,033
-1% -$113K 0.04% 312
2022
Q1 		$13M Sell
98,684
-623
-0.6% -$85.8K 0.05% 289
2021
Q4 		$15.6M Buy
99,307
+4,418
+5% +$640K 0.05% 267
2021
Q3 		$12.2M Buy
94,889
+710
+0.8% +$96.4K 0.04% 292
2021
Q2 		$13.4M Sell
94,179
-28,817
-23% -$3.87M 0.05% 279
2021
Q1 		$16.4M Buy
122,996
+30,761
+33% +$3.39M 0.06% 238
2020
Q4 		$7.96M Buy
92,235
+1,484
+2% +$110K 0.03% 350
2020
Q3 		$5.39M Buy
90,751
+438
+0.5% +$27.1K 0.02% 381
2020
Q2 		$5.46M Buy
90,313
+4,567
+5% +$246K 0.03% 362
2020
Q1 		$3.93M Sell
85,746
-5,472
-6% -$314K 0.02% 382
2019
Q4 		$5.57M Buy
91,218
+11,339
+14% +$637K 0.03% 373
2019
Q3 		$3.99M Sell
79,879
-1,607
-2% -$77.6K 0.02% 419
2019
Q2 		$3.66M Buy
81,486
+12,253
+18% +$516K 0.02% 446
2019
Q1 		$2.75M Sell
69,233
-2,811
-4% -$107K 0.02% 486
2018
Q4 		$2.36M Buy
72,044
+10,523
+17% +$361K 0.02% 493
2018
Q3 		$2.38M Buy
61,521
+1,642
+3% +$72.6K 0.01% 521
2018
Q2 		$2.77M Buy
59,879
+3,736
+7% +$193K 0.02% 491
2018
Q1 		$3.12M Buy
56,143
+3,035
+6% +$169K 0.02% 459
2017
Q4 		$2.71M Sell
53,108
-74
-0.1% -$4.01K 0.02% 497
2017
Q3 		$2.77M Buy
53,182
+419
+0.8% +$18.9K 0.02% 476
2017
Q2 		$2.18M Buy
52,763
+9,805
+23% +$417K 0.02% 550
2017
Q1 		$1.6M Buy
42,958
+1,548
+4% +$55.6K 0.01% 594
2016
Q4 		$1.34M Buy
41,410
+3,705
+10% +$113K 0.01% 586
2016
Q3 		$1.14M Buy
37,705
+337
+0.9% +$9.4K 0.01% 618
2016
Q2 		$896K Buy
37,368
+715
+2% +$15.8K 0.01% 661
2016
Q1 		$776K Sell
36,653
-885
-2% -$16.1K 0.01% 683
2015
Q4 		$701K Sell
37,538
-7,881
-17% -$137K 0.01% 720
2015
Q3 		$667K Buy
45,419
+3,579
+9% +$59.8K 0.01% 878
2015
Q2 		$803K Buy
41,840
+558
+1% +$11.5K ﹤0.01% 1630
2015
Q1 		$931K Sell
41,282
-36,180
-47% -$867K ﹤0.01% 1568
2014
Q4 		$1.93M Sell
77,462
-2,099
-3% -$47.4K ﹤0.01% 1302
2014
Q3 		$1.72M Buy
79,561
+14,273
+22% +$316K ﹤0.01% 1304
2014
Q2 		$1.47M Buy
65,288
+3,287
+5% +$67K ﹤0.01% 1329
2014
Q1 		$1.27M Buy
62,001
+23,324
+60% +$428K ﹤0.01% 1342
2013
Q4 		$684K Buy
38,677
+260
+0.7% +$4.53K ﹤0.01% 1490
2013
Q3 		$672K Buy
38,417
+616
+2% +$9.84K ﹤0.01% 1458
2013
Q2 		$564K Buy
+37,801
New +$549K ﹤0.01% 1469

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

William Blair & Company's AMAT Position: Q1 2026 in Review

William Blair & Company reduced its Applied Materials (AMAT) stake by 0.27% in Q1 2026, selling an estimated $72K and leaving 79,196 shares worth $27.1M. The position accounts for 0.08% of the portfolio, ranked #210.

William Blair & Company first reported a position in AMAT in Q2 2013 and has held it in 52 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • William Blair & Company held 79,196 shares of Applied Materials worth $27.1M as of Q1 2026.
  • William Blair & Company sold 214 Applied Materials shares in Q1 2026, an estimated $72K.
  • Applied Materials made up 0.08% of William Blair & Company's portfolio in Q1 2026, its #210 holding.
  • William Blair & Company first reported a position in Applied Materials in Q2 2013 and has held it in 52 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.