Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Applied Materials, Inc. (AMAT)
← All AMAT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 160,634 0.17 Add 5.69% <0.01 $316.66–462.40 · VW $409.71i $54,903,095 SEC
2025   Q4 151,981 0.14 Add 3.57% <0.01 $246.92–395.95 · VW $338.39i $39,057,597 SEC
2025   Q3 146,747 0.13 Reduce 11.24% 0.02 $154.47–252.66 · VW $219.79i $30,044,981 SEC
2025   Q2 165,338 0.18 Add 33.30% 0.05 $155.43–201.11 · VW $172.43i $30,268,428 SEC
2025   Q1 124,037 0.15 Reduce 37.63% 0.12 $123.74–176.38 · VW $152.29i $18,000,249 SEC
2024   Q4 198,858 0.31 Add 67.62% 0.12 $153.95–200.55 · VW $170.86i $32,340,277 SEC
2024   Q3 118,638 0.25 Add 41.80% 0.07 $166.85–215.70 · VW $185.75i $23,970,808 SEC
2024   Q2 83,665 0.26 Reduce 14.34% 0.04 $171.61–255.89 · VW $208.25i $19,744,103 SEC
2024   Q1 97,670 0.30 Reduce 9.98% 0.03 $186.86–225.07 · VW $209.00i $20,142,484 SEC
2023   Q4 108,494 0.33 Reduce 34.15% 0.16 $144.57–206.77 · VW $184.32i $17,583,623 SEC
2023   Q3 164,751 0.47 Add 31.22% 0.11 $129.21–157.76 · VW $145.58i $22,809,776 SEC
2023   Q2 125,557 0.39 Add 33.82% 0.10 $130.75–153.39 · VW $145.63i $18,148,009 SEC
2023   Q1 93,825 0.28 Reduce 2.97% <0.01 $109.00–138.80 · VW $127.03i $11,524,525 SEC
2022   Q4 96,695 0.27 Reduce 31.61% 0.11 $93.68–124.92 · VW $111.58i $9,416,159 SEC
2022   Q3 141,385 0.35 Add 31.22% 0.08 $71.12–112.12 · VW $97.61i $11,584,000 SEC
2022   Q2 107,744 0.32 Add 66.11% 0.13 $82.67–118.50 · VW $98.41i $9,803,000 SEC
2022   Q1 64,862 0.26 Reduce 22.15% 0.09 $101.33–142.01 · VW $120.21i $8,549,000 SEC
2021   Q4 83,315 0.42 Reduce 28.22% 0.17 $122.68–167.06 · VW $141.31i $13,110,000 SEC
2021   Q3 116,072 0.61 Add 9.06% 0.05 $123.17–159.00 · VW $143.12i $14,942,000 SEC
2021   Q2 106,427 0.64 Add 47.12% 0.21 $123.88–145.25 · VW $134.75i $15,155,000 SEC
2021   Q1 72,341 0.43 Reduce 39.50% 0.14 $105.50–146.00 · VW $129.88i $9,665,000 SEC
2020   Q4 119,566 0.34 Reduce 14.19% 0.04 $82.88–124.50 · VW $108.52i $10,319,000 SEC
2020   Q3 139,338 0.27 Reduce 8.08% 0.02 $54.15–83.53 · VW $73.39i $8,284,000 SEC
2020   Q2 151,579 0.28 Reduce 40.39% 0.13 $54.52–69.90 · VW $62.01i $9,163,000 SEC
2020   Q1 254,264 0.32 Reduce 44.97% 0.23 $36.64–61.38 · VW $51.40i $11,650,000 SEC
2019   Q4 462,049 0.52 Reduce 40.92% 0.28 $54.08–69.44 · VW $60.55i $28,203,000 SEC
2019   Q3 782,023 0.69 Reduce 0.16% <0.01 $47.16–63.07 · VW $56.04i $39,023,000 SEC
2019   Q2 783,240 0.56 Reduce 25.33% 0.16 $38.54–52.42 · VW $46.33i $35,175,000 SEC
2019   Q1 1,048,884 0.61 Reduce 13.58% 0.08 $36.80–45.75 · VW $40.41i $41,599,000 SEC
2018   Q4 1,213,740 0.62 Add 4183.84% 0.61 $28.79–41.24 · VW $36.12i $39,738,000 SEC
2018   Q3 28,333 0.02 Reduce 94.10% 0.31 $30.53–43.00 · VW $36.94i $1,095,000 SEC
2018   Q2 479,988 0.33 Reduce 14.64% 0.06 $42.52–53.23 · VW $46.26i $22,171,000 SEC
2018   Q1 562,317 0.44 Reduce 26.91% 0.15 $47.74–62.40 · VW $53.64i $31,270,000 SEC
2017   Q4 769,334 0.57 Reduce 38.27% 0.37 $45.13–59.00 · VW $53.91i $39,328,000 SEC
2017   Q3 1,246,329 0.97 Add 4.54% 0.04 $43.87–60.89 · VW $52.51i $64,921,000 SEC
2017   Q2 1,192,184 0.71 Add 5.89% 0.04 $40.79–47.86 · VW $44.59i $49,249,000 SEC
2017   Q1 1,125,818 0.57 Reduce 22.38% 0.14 $36.33–46.04 · VW $42.75i $43,794,000 SEC
2016   Q4 1,450,470 0.62 Reduce 4.35% 0.03 $29.85–36.82 · VW $34.30i $46,807,000 SEC
2016   Q3 1,516,407 0.61 Add 1257.26% 0.57 $27.56–32.54 · VW $30.77i $45,720,000 SEC
2016   Q2 111,726 0.03 Reduce 83.09% 0.13 $22.17–30.27 · VW $27.43i $2,678,000 SEC
2016   Q1 660,566 0.16 Add 91.90% 0.08 $18.76–24.58 · VW $22.59i $13,991,000 SEC
2015   Q4 344,228 0.07 Reduce 40.96% 0.04 $15.44–19.41 · VW $17.91i $6,427,000 SEC
2015   Q3 583,059 0.09 Add 2062.76% 0.08 $14.29–18.92 · VW $17.33i $8,565,000 SEC
2015   Q2 26,959 <0.01 Reduce 88.45% 0.04 $14.25–20.59 · VW $16.98i $518,000 SEC
2015   Q1 233,420 0.04 Reduce 58.53% 0.07 $19.17–25.64 · VW $21.65i $5,266,000 SEC
2014   Q4 562,861 0.12 Add 240.68% 0.08 $22.29–25.71 · VW $24.35i $14,026,000 SEC
2014   Q3 165,218 0.04 Add 79.03% 0.02 $18.63–24.15 · VW $22.28i $3,570,000 SEC
2014   Q2 92,284 0.03 Reduce 38.08% 0.02 $19.97–23.46 · VW $22.18i $2,081,000 SEC
2014   Q1 149,032 0.05 Buy 0.05 $18.27–21.16 · VW $19.87i $3,042,000 SEC
2013   Q2 0 0.00 Sell 100.00% 0.01 $14.62–16.78 · VW $15.47i SEC
2013   Q1 15,986 0.01 Buy 0.01 $12.65–15.43 · VW $14.43i $215,000 SEC
2012   Q4 0 0.00 Sell 100.00% 0.10 $10.63–13.99 · VW $12.78i SEC
2012   Q3 129,421 0.10 Reduce 83.24% 0.58 $9.95–12.07 · VW $10.92i $1,445,000 SEC
2012   Q2 772,361 0.70 Reduce 9.59% 0.10 $9.97–12.05 · VW $11.24i $8,840,000 SEC
2012   Q1 854,254 0.99 Add 3.01% 0.03 $10.26–13.00 · VW $11.20i $10,631,000 SEC
2011   Q4 829,278 1.14 Add 16.05% 0.16 $10.12–13.94 · VW $12.10i $8,882,000 SEC
2011   Q3 714,583 1.28 Add 85.22% 0.59 $9.70–12.80 · VW $11.09i $7,397,000 SEC
2011   Q2 385,808 0.76 Add 962.71% 0.69 $10.62–13.75 · VW $11.90i $5,019,000 SEC
2011   Q1 36,304 0.19 Reduce 39.23% 0.12 $13.36–16.93 · VW $14.69i $567,000 SEC
2010   Q4 59,736 0.30 $14.05 $839,000 SEC
Price snapshot:
Current price$575.39
Avg. buy price$168.63
+/- since buy241.22%
52-week low$153.78
52-week high$739.67