William Blair Investment Management
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William Blair Investment Management’s Applied Materials AMAT Stock Holding History

William Blair Investment Management’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 		$11.9M Sell
34,940
-224
-0.6% -$75.3K 0.04% 305
2025
Q4 		$9.04M Sell
35,164
-9,336
-21% -$2.24M 0.03% 320
2025
Q3 		$9.11M Sell
44,500
-1,438
-3% -$261K 0.02% 323
2025
Q2 		$8.41M Sell
45,938
-52,460
-53% -$8.31M 0.02% 330
2025
Q1 		$14.3M Buy
98,398
+579
+0.6% +$97.4K 0.04% 319
2024
Q4 		$15.9M Sell
97,819
-14,074
-13% -$2.55M 0.04% 323
2024
Q3 		$22.6M Sell
111,893
-82,794
-43% -$17M 0.06% 291
2024
Q2 		$45.9M Sell
194,687
-4,739
-2% -$1.02M 0.12% 142
2024
Q1 		$41.1M Buy
199,426
+67,398
+51% +$12.4M 0.11% 178
2023
Q4 		$21.4M Buy
+132,028
New +$19.4M 0.06% 283

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 Investment Management's AMAT Position: Q1 2026 in Review

William Blair Investment Management reduced its Applied Materials (AMAT) stake by 0.64% in Q1 2026, selling an estimated $75.3K and leaving 34,940 shares worth $11.9M. The position accounts for 0.04% of the portfolio, ranked #305.

William Blair Investment Management first reported a position in AMAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $45.9M in Q2 2024. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • William Blair Investment Management held 34,940 shares of Applied Materials worth $11.9M as of Q1 2026.
  • William Blair Investment Management sold 224 Applied Materials shares in Q1 2026, an estimated $75.3K.
  • Applied Materials made up 0.04% of William Blair Investment Management's portfolio in Q1 2026, its #305 holding.
  • William Blair Investment Management first reported a position in Applied Materials in Q4 2023 and has held it in 10 quarters since.
  • William Blair Investment Management's Applied Materials position peaked at $45.9M in Q2 2024.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

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