Harry Burn - Sound Shore Management
Holding/activity history for Applied Materials, Inc. (AMAT)
← All AMAT superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 0 | 0.00 | Sell 100.00% | 2.29 | $316.66–462.40 · VW $409.71i | SEC | |
| 2025 Q4 | 280,589 | 2.29 | Reduce 29.72% | 0.80 | $246.92–395.95 · VW $338.39i | $72,108,567 | SEC |
| 2025 Q3 | 399,239 | 2.70 | Add 9.53% | 0.23 | $154.47–252.66 · VW $219.79i | $81,740,193 | SEC |
| 2025 Q2 | 364,517 | 2.27 | Buy | 2.27 | $155.43–201.11 · VW $172.43i | $66,732,128 | SEC |
| 2024 Q1 | 0 | 0.00 | Sell 100.00% | 2.14 | $186.86–225.07 · VW $209.00i | SEC | |
| 2023 Q4 | 380,535 | 2.14 | Reduce 2.48% | 0.05 | $144.57–206.77 · VW $184.32i | $61,673,308 | SEC |
| 2023 Q3 | 390,197 | 2.07 | Reduce 0.46% | <0.01 | $129.21–157.76 · VW $145.58i | $54,022,775 | SEC |
| 2023 Q2 | 392,001 | 2.09 | Reduce 31.10% | 0.82 | $130.75–153.39 · VW $145.63i | $56,659,825 | SEC |
| 2023 Q1 | 568,971 | 2.63 | Reduce 4.36% | 0.10 | $109.00–138.80 · VW $127.03i | $69,886,708 | SEC |
| 2022 Q4 | 594,937 | 2.18 | Reduce 4.44% | 0.09 | $93.68–124.92 · VW $111.58i | $57,934,965 | SEC |
| 2022 Q3 | 622,573 | 2.06 | Reduce 16.81% | 0.42 | $71.12–112.12 · VW $97.61i | $51,007,000 | SEC |
| 2022 Q2 | 748,332 | 2.49 | Buy | 2.49 | $82.67–118.50 · VW $98.41i | $68,083,000 | SEC |
| 2021 Q1 | 0 | 0.00 | Sell 100.00% | 2.07 | $105.50–146.00 · VW $129.88i | SEC | |
| 2020 Q4 | 806,715 | 2.07 | Reduce 43.62% | 1.16 | $82.88–124.50 · VW $108.52i | $69,620,000 | SEC |
| 2020 Q3 | 1,430,964 | 2.66 | Add 14.26% | 0.33 | $54.15–83.53 · VW $73.39i | $85,071,000 | SEC |
| 2020 Q2 | 1,252,387 | 2.33 | Reduce 1.37% | 0.03 | $54.52–69.90 · VW $62.01i | $75,707,000 | SEC |
| 2020 Q1 | 1,269,788 | 2.03 | Reduce 31.64% | 0.84 | $36.64–61.38 · VW $51.40i | $58,182,000 | SEC |
| 2019 Q4 | 1,857,435 | 2.65 | Reduce 48.33% | 1.86 | $54.08–69.44 · VW $60.55i | $113,378,000 | SEC |
| 2019 Q3 | 3,594,542 | 3.85 | Reduce 4.34% | 0.15 | $47.16–63.07 · VW $56.04i | $179,368,000 | SEC |
| 2019 Q2 | 3,757,475 | 3.40 | Add 3.07% | 0.10 | $38.54–52.42 · VW $46.33i | $168,748,000 | SEC |
| 2019 Q1 | 3,645,664 | 2.88 | Reduce 2.70% | 0.07 | $36.80–45.75 · VW $40.41i | $144,587,000 | SEC |
| 2018 Q4 | 3,746,950 | 2.59 | Add 12.43% | 0.29 | $28.79–41.24 · VW $36.12i | $122,675,000 | SEC |
| 2018 Q3 | 3,332,753 | 2.27 | Add 19.74% | 0.37 | $30.53–43.00 · VW $36.94i | $128,811,000 | SEC |
| 2018 Q2 | 2,783,347 | 2.24 | Add 8.19% | 0.17 | $42.52–53.23 · VW $46.26i | $128,563,000 | SEC |
| 2018 Q1 | 2,572,557 | 2.39 | Reduce 15.38% | 0.37 | $47.74–62.40 · VW $53.64i | $143,060,000 | SEC |
| 2017 Q4 | 3,040,235 | 2.43 | Reduce 2.10% | 0.06 | $45.13–59.00 · VW $53.91i | $155,417,000 | SEC |
| 2017 Q3 | 3,105,309 | 2.70 | Reduce 8.23% | 0.19 | $43.87–60.89 · VW $52.51i | $161,756,000 | SEC |
| 2017 Q2 | 3,383,835 | 2.33 | Reduce 14.89% | 0.39 | $40.79–47.86 · VW $44.59i | $139,786,000 | SEC |
| 2017 Q1 | 3,976,052 | 2.64 | Reduce 20.19% | 0.57 | $36.33–46.04 · VW $42.75i | $154,668,000 | SEC |
| 2016 Q4 | 4,981,850 | 2.84 | Reduce 2.21% | 0.06 | $29.85–36.82 · VW $34.30i | $160,764,000 | SEC |
| 2016 Q3 | 5,094,574 | 2.82 | Reduce 15.01% | 0.41 | $27.56–32.54 · VW $30.77i | $153,601,000 | SEC |
| 2016 Q2 | 5,994,104 | 2.70 | Reduce 17.47% | 0.50 | $22.17–30.27 · VW $27.43i | $143,679,000 | SEC |
| 2016 Q1 | 7,262,948 | 2.89 | Reduce 22.94% | 0.76 | $18.76–24.58 · VW $22.59i | $153,829,000 | SEC |
| 2015 Q4 | 9,424,570 | 3.30 | Reduce 7.71% | 0.22 | $15.44–19.41 · VW $17.91i | $175,957,000 | SEC |
| 2015 Q3 | 10,212,215 | 2.90 | Add 10.76% | 0.28 | $14.29–18.92 · VW $17.33i | $150,017,000 | SEC |
| 2015 Q2 | 9,220,428 | 2.93 | Add 19.23% | 0.47 | $14.25–20.59 · VW $16.98i | $177,217,000 | SEC |
| 2015 Q1 | 7,732,992 | 2.87 | Add 17.03% | 0.42 | $19.17–25.64 · VW $21.65i | $174,456,000 | SEC |
| 2014 Q4 | 6,607,940 | 2.65 | Reduce 0.27% | <0.01 | $22.29–25.71 · VW $24.35i | $164,670,000 | SEC |
| 2014 Q3 | 6,625,951 | 2.37 | Reduce 0.83% | 0.02 | $18.63–24.15 · VW $22.28i | $143,187,000 | SEC |
| 2014 Q2 | 6,681,547 | 2.51 | Add 0.12% | <0.01 | $19.97–23.46 · VW $22.18i | $150,669,000 | SEC |
| 2014 Q1 | 6,673,589 | 2.40 | Reduce 7.25% | 0.16 | $18.27–21.16 · VW $19.87i | $136,241,000 | SEC |
| 2013 Q4 | 7,195,556 | 2.17 | Reduce 7.42% | 0.20 | $16.40–19.41 · VW $18.26i | $127,217,000 | SEC |
| 2013 Q3 | 7,772,312 | 2.73 | Reduce 11.91% | 0.33 | $14.99–18.18 · VW $16.82i | $136,256,000 | SEC |
| 2013 Q2 | 8,822,713 | 2.78 | Add 20.75% | 0.48 | $14.62–16.78 · VW $15.47i | $131,635,000 | SEC |
| 2013 Q1 | 7,306,551 | 2.17 | Reduce 1.72% | 0.03 | $12.65–15.43 · VW $14.43i | $98,492,000 | SEC |
| 2012 Q4 | 7,434,338 | 1.95 | Reduce 25.60% | 0.65 | $10.63–13.99 · VW $12.78i | $85,049,000 | SEC |
| 2012 Q3 | 9,992,854 | 2.54 | Reduce 16.92% | 0.47 | $9.95–12.07 · VW $10.92i | $111,570,000 | SEC |
| 2012 Q2 | 12,027,514 | 2.77 | Add 17.49% | 0.41 | $9.97–12.05 · VW $11.24i | $137,655,000 | SEC |
| 2012 Q1 | 10,237,019 | 2.23 | Reduce 2.34% | 0.05 | $10.26–13.00 · VW $11.20i | $127,400,000 | SEC |
| 2011 Q4 | 10,482,180 | 2.19 | Reduce 13.97% | 0.36 | $10.12–13.94 · VW $12.10i | $112,264,000 | SEC |
| 2011 Q3 | 12,184,134 | 2.58 | Reduce 2.63% | 0.07 | $9.70–12.80 · VW $11.09i | $126,167,000 | SEC |
| 2011 Q2 | 12,512,940 | 2.62 | Add 14.84% | 0.34 | $10.62–13.75 · VW $11.90i | $162,793,000 | SEC |
| 2011 Q1 | 10,896,356 | 2.57 | Reduce 12.44% | 0.34 | $13.36–16.93 · VW $14.69i | $170,201,000 | SEC |
| 2010 Q4 | 12,444,157 | 2.71 | Reduce 14.89% | 0.43 | $12.62–16.67 · VW $15.24i | $174,840,000 | SEC |
| 2010 Q3 | 14,621,978 | 2.86 | Add 29.35% | 0.65 | $10.47–13.08 · VW $11.99i | $170,785,000 | SEC |
| 2010 Q2 | 11,304,426 | 2.53 | Add 3.00% | 0.07 | $10.27–13.54 · VW $11.39i | $135,879,000 | SEC |
| 2010 Q1 | 10,975,117 | 2.21 | Buy | 2.21 | $11.99–14.57 · VW $13.16i | $147,807,000 | SEC |
Price snapshot:
Current price$575.39
52-week low$153.78
52-week high$739.67