William Frels - Mairs & Power
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    245
Portfolio value:    $9,786,094,433
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 11,327 0.04 $341.79 $3,871,455 SEC
2025   Q4 11,327 0.03 $256.99 $2,910,926 SEC
2025   Q3 11,327 0.02 $204.74 $2,319,090 SEC
2025   Q2 11,327 0.02 Add 53.54% <0.01 $155.43–201.11 · VW $172.43i $2,073,634 SEC
2025   Q1 7,377 0.01 Reduce 1.34% <0.01 $123.74–176.38 · VW $152.29i $1,070,550 SEC
2024   Q4 7,477 0.01 $162.63 $1,215,985 SEC
2024   Q3 7,477 0.01 $202.05 $1,510,728 SEC
2024   Q2 7,477 0.02 $235.99 $1,764,497 SEC
2024   Q1 7,477 0.01 $206.23 $1,541,982 SEC
2023   Q4 7,477 0.01 $162.07 $1,211,797 SEC
2023   Q3 7,477 0.01 Reduce 2.78% <0.01 $129.21–157.76 · VW $145.58i $1,035,191 SEC
2023   Q2 7,691 0.01 Add 0.21% $130.75–153.39 · VW $145.63i $1,111,657 SEC
2023   Q1 7,675 0.01 $122.83 $942,720 SEC
2022   Q4 7,675 0.01 Reduce 5.84% <0.01 $93.68–124.92 · VW $111.58i $747,392 SEC
2022   Q3 8,151 0.01 Add 123.25% <0.01 $71.12–112.12 · VW $97.61i $668,000 SEC
2022   Q2 3,651 <0.01 Reduce 0.65% $82.67–118.50 · VW $98.41i $332,000 SEC
2022   Q1 3,675 <0.01 Add 119.40% <0.01 $101.33–142.01 · VW $120.21i $484,000 SEC
2021   Q4 1,675 <0.01 Reduce 69.42% <0.01 $122.68–167.06 · VW $141.31i $264,000 SEC
2021   Q3 5,477 0.01 $128.72 $705,000 SEC
2021   Q2 5,477 0.01 Reduce 0.92% <0.01 $123.88–145.25 · VW $134.75i $780,000 SEC
2021   Q1 5,528 0.01 Reduce 3.49% <0.01 $105.50–146.00 · VW $129.88i $739,000 SEC
2020   Q4 5,728 0.01 Add 0.90% <0.01 $82.88–124.50 · VW $108.52i $494,000 SEC
2020   Q3 5,677 <0.01 $59.36 $337,000 SEC
2020   Q2 5,677 <0.01 Reduce 26.39% <0.01 $54.52–69.90 · VW $62.01i $343,000 SEC
2020   Q1 7,712 0.01 Reduce 10.71% <0.01 $36.64–61.38 · VW $51.40i $353,000 SEC
2019   Q4 8,637 0.01 Add 113.95% <0.01 $54.08–69.44 · VW $60.55i $527,000 SEC
2019   Q3 4,037 <0.01 Reduce 46.01% <0.01 $47.16–63.07 · VW $56.04i $201,000 SEC
2019   Q2 7,477 <0.01 Reduce 10.48% <0.01 $38.54–52.42 · VW $46.33i $336,000 SEC
2019   Q1 8,352 <0.01 Reduce 9.24% <0.01 $36.80–45.75 · VW $40.41i $331,000 SEC
2018   Q4 9,202 <0.01 $32.71 $301,000 SEC
2018   Q3 9,202 <0.01 Reduce 8.68% <0.01 $30.53–43.00 · VW $36.94i $356,000 SEC
2018   Q2 10,077 0.01 Add 21.02% <0.01 $42.52–53.23 · VW $46.26i $465,000 SEC
2018   Q1 8,327 0.01 $55.60 $463,000 SEC
2017   Q4 8,327 <0.01 $51.16 $426,000 SEC
2017   Q3 8,327 0.01 Add 23.78% <0.01 $43.87–60.89 · VW $52.51i $434,000 SEC
2017   Q2 6,727 <0.01 $41.33 $278,000 SEC
2017   Q1 6,727 <0.01 Buy <0.01 $36.33–46.04 · VW $42.75i $262,000 SEC
2008   Q1 0 0.00 Sell 100.00% <0.01 $18.31–21.75 · VW $19.96i SEC
2007   Q4 20,545 <0.01 $17.76 $364,879 SEC
2007   Q3 20,545 <0.01 Reduce 0.96% $17.58–21.99 · VW $19.47i $425,282,000 SEC
2007   Q2 20,745 <0.01 $19.87 $412,203 SEC
2007   Q1 20,745 <0.01 Reduce 1.43% <0.01 $17.77–20.78 · VW $19.22i $380,048 SEC
2006   Q4 21,045 <0.01 Reduce 7.07% <0.01 $17.35–19.79 · VW $18.57i $388,280 SEC
2006   Q3 22,645 0.01 Reduce 5.23% <0.01 $16.26–19.10 · VW $17.79i $401,496 SEC
2006   Q2 23,895 0.01 Add 11.27% <0.01 $14.39–17.29 · VW $16.19i $389,011 SEC
2006   Q1 21,475 <0.01 Add 0.31% $16.22–19.20 · VW $17.44i $376,027 SEC
2005   Q4 21,409 <0.01 Add 0.94% <0.01 $17.74–21.06 · VW $19.04i $384,077 SEC
2005   Q3 21,209 0.01 Add 5.87% <0.01 $15.96–18.50 · VW $17.52i $359,705 SEC
2005   Q2 20,034 <0.01 Reduce 18.57% <0.01 $15.99–18.60 · VW $17.64i $324,150 SEC
2005   Q1 24,604 <0.01 Reduce 14.83% <0.01 $14.33–17.81 · VW $16.19i $399,815 SEC
2004   Q4 28,888 <0.01 $17.10 $493,985 SEC
2004   Q3 28,888 0.02 Add 8.53% <0.01 $15.43–17.79 · VW $16.62i $476,363 SEC
2004   Q2 26,618 0.02 Reduce 15.81% <0.01 $15.36–19.99 · VW $17.08i $522,245 SEC
2004   Q1 31,618 0.02 Buy 0.02 $17.81–22.96 · VW $20.25i $674,412 SEC
Price snapshot:
Current price$575.39
Avg. buy price$121.28
+/- since buy374.43%
52-week low$153.78
52-week high$739.67