William von Mueffling - Cantillon Capital 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 | 1,521,843 | 3.46 | Reduce 48.82% | 2.02 | $316.66–462.40 · VW $409.71i | $520,150,719 | SEC |
| 2025 Q4 | 2,973,661 | 4.13 | Add 0.76% | 0.03 | $246.92–395.95 · VW $338.39i | $764,201,140 | SEC |
| 2025 Q3 | 2,951,260 | 3.33 | Reduce 1.09% | 0.03 | $154.47–252.66 · VW $219.79i | $604,240,972 | SEC |
| 2025 Q2 | 2,983,740 | 3.16 | Reduce 2.82% | 0.08 | $155.43–201.11 · VW $172.43i | $546,233,282 | SEC |
| 2025 Q1 | 3,070,430 | 2.89 | Reduce 3.00% | 0.09 | $123.74–176.38 · VW $152.29i | $445,580,801 | SEC |
| 2024 Q4 | 3,165,402 | 3.11 | Add 0.53% | 0.02 | $153.95–200.55 · VW $170.86i | $514,789,327 | SEC |
| 2024 Q3 | 3,148,598 | 3.89 | Reduce 2.90% | 0.15 | $166.85–215.70 · VW $185.75i | $636,174,226 | SEC |
| 2024 Q2 | 3,242,570 | 5.12 | Reduce 4.84% | 0.21 | $171.61–255.89 · VW $208.25i | $765,214,095 | SEC |
| 2024 Q1 | 3,407,350 | 4.42 | Reduce 1.98% | 0.07 | $186.86–225.07 · VW $209.00i | $702,697,790 | SEC |
| 2023 Q4 | 3,476,251 | 3.76 | Reduce 2.36% | 0.09 | $144.57–206.77 · VW $184.32i | $563,395,999 | SEC |
| 2023 Q3 | 3,560,096 | 3.66 | Reduce 0.39% | 0.01 | $129.21–157.76 · VW $145.58i | $492,895,291 | SEC |
| 2023 Q2 | 3,574,017 | 3.61 | Add 6.38% | 0.22 | $130.75–153.39 · VW $145.63i | $516,588,417 | SEC |
| 2023 Q1 | 3,359,779 | 3.36 | Reduce 1.68% | 0.05 | $109.00–138.80 · VW $127.03i | $412,681,654 | SEC |
| 2022 Q4 | 3,417,270 | 2.82 | Reduce 1.54% | 0.04 | $93.68–124.92 · VW $111.58i | $332,773,752 | SEC |
| 2022 Q3 | 3,470,583 | 2.58 | Reduce 0.89% | 0.02 | $71.12–112.12 · VW $97.61i | $284,345,000 | SEC |
| 2022 Q2 | 3,501,758 | 2.66 | Reduce 0.29% | <0.01 | $82.67–118.50 · VW $98.41i | $318,590,000 | SEC |
| 2022 Q1 | 3,511,824 | 3.30 | Add 2.80% | 0.09 | $101.33–142.01 · VW $120.21i | $462,859,000 | SEC |
| 2021 Q4 | 3,416,194 | 3.55 | Reduce 6.89% | 0.22 | $122.68–167.06 · VW $141.31i | $537,572,000 | SEC |
| 2021 Q3 | 3,668,926 | 3.22 | Reduce 1.68% | 0.06 | $123.17–159.00 · VW $143.12i | $472,301,000 | SEC |
| 2021 Q2 | 3,731,428 | 3.58 | Reduce 1.19% | 0.04 | $123.88–145.25 · VW $134.75i | $531,355,000 | SEC |
| 2021 Q1 | 3,776,538 | 3.67 | Reduce 2.92% | 0.07 | $105.50–146.00 · VW $129.88i | $504,546,000 | SEC |
| 2020 Q4 | 3,890,325 | 2.52 | Reduce 0.89% | 0.02 | $82.88–124.50 · VW $108.52i | $335,735,000 | SEC |
| 2020 Q3 | 3,925,384 | 1.95 | Reduce 1.10% | 0.02 | $54.15–83.53 · VW $73.39i | $233,364,000 | SEC |
| 2020 Q2 | 3,968,872 | 2.08 | Add 62.71% | 0.80 | $54.52–69.90 · VW $62.01i | $239,919,000 | SEC |
| 2020 Q1 | 2,439,237 | 1.24 | Buy | 1.24 | $36.64–61.38 · VW $51.40i | $111,766,000 | SEC |
Price snapshot:
Current price$575.39
Avg. buy price$61.13
+/- since buy841.24%
52-week low$153.78
52-week high$739.67