Abrams Bison - Abrams Bison Investments
Holding/activity history for Applied Materials, Inc. (AMAT)
← All AMAT superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 704,000 | 10.41 | Reduce 21.08% | 3.58 | $316.66–462.40 · VW $409.71i | $240,620,160 | SEC |
| 2025 Q4 | 892,000 | 16.99 | Reduce 16.79% | 2.89 | $246.92–395.95 · VW $338.39i | $229,235,080 | SEC |
| 2025 Q3 | 1,072,000 | 17.21 | Add 22.51% | 3.16 | $154.47–252.66 · VW $219.79i | $219,481,280 | SEC |
| 2025 Q2 | 875,000 | 14.94 | $183.07 | $160,186,250 | SEC | ||
| 2025 Q1 | 875,000 | 13.83 | $145.12 | $126,980,000 | SEC | ||
| 2024 Q4 | 875,000 | 14.66 | Add 16.67% | 2.09 | $153.95–200.55 · VW $170.86i | $142,301,250 | SEC |
| 2024 Q3 | 750,000 | 13.08 | Add 38.89% | 3.66 | $166.85–215.70 · VW $185.75i | $151,537,500 | SEC |
| 2024 Q2 | 540,000 | 12.50 | Reduce 40.66% | 6.81 | $171.61–255.89 · VW $208.25i | $127,434,600 | SEC |
| 2024 Q1 | 910,000 | 16.75 | $206.23 | $187,669,300 | SEC | ||
| 2023 Q4 | 910,000 | 14.78 | Reduce 1.52% | 0.21 | $144.57–206.77 · VW $184.32i | $147,483,700 | SEC |
| 2023 Q3 | 924,000 | 14.06 | $138.45 | $127,927,800 | SEC | ||
| 2023 Q2 | 924,000 | 13.39 | $144.54 | $133,554,960 | SEC | ||
| 2023 Q1 | 924,000 | 11.35 | $122.83 | $113,494,920 | SEC | ||
| 2022 Q4 | 924,000 | 9.60 | Reduce 0.11% | <0.01 | $93.68–124.92 · VW $111.58i | $89,979,120 | SEC |
| 2022 Q3 | 925,000 | 8.18 | $81.93 | $75,785,000 | SEC | ||
| 2022 Q2 | 925,000 | 9.52 | Add 31.21% | 2.26 | $82.67–118.50 · VW $98.41i | $84,157,000 | SEC |
| 2022 Q1 | 705,000 | 7.88 | $131.80 | $92,919,000 | SEC | ||
| 2021 Q4 | 705,000 | 8.28 | Reduce 10.53% | 0.80 | $122.68–167.06 · VW $141.31i | $110,939,000 | SEC |
| 2021 Q3 | 788,000 | 7.55 | $128.73 | $101,439,000 | SEC | ||
| 2021 Q2 | 788,000 | 9.73 | $142.40 | $112,211,000 | SEC | ||
| 2021 Q1 | 788,000 | 9.49 | $133.60 | $105,277,000 | SEC | ||
| 2020 Q4 | 788,000 | 7.68 | Add 9.90% | 0.69 | $82.88–124.50 · VW $108.52i | $68,004,000 | SEC |
| 2020 Q3 | 717,000 | 5.33 | Buy | 5.33 | $54.15–83.53 · VW $73.39i | $42,626,000 | SEC |
| 2020 Q1 | 0 | 0.00 | Sell 100.00% | 17.09 | $36.64–61.38 · VW $51.40i | SEC | |
| 2019 Q4 | 1,931,000 | 17.09 | Reduce 30.54% | 4.23 | $54.08–69.44 · VW $60.55i | $117,868,000 | SEC |
| 2019 Q3 | 2,780,000 | 13.85 | Add 10.98% | 1.37 | $47.16–63.07 · VW $56.04i | $138,722,000 | SEC |
| 2019 Q2 | 2,505,000 | 11.66 | $44.91 | $112,500,000 | SEC | ||
| 2019 Q1 | 2,505,000 | 11.05 | $39.66 | $99,348,000 | SEC | ||
| 2018 Q4 | 2,505,000 | 9.64 | Buy | 9.64 | $28.79–41.24 · VW $36.12i | $82,014,000 | SEC |
Price snapshot:
Current price$575.39
Avg. buy price$130.82
+/- since buy339.83%
52-week low$153.78
52-week high$739.67