AMAT | APPLIED MATERIALS INC

CUSIP: 038222105

3 Funds Holding

3.2M Total Shares

$1.1B Total Value

$478.4B

Market Cap

56.8

P/E Ratio

36.2

Forward P/E

$10.60

EPS (TTM)

0.36%

Dividend Yield

$8.2B

Cash

$7.0B

Total Debt

794M

Shares Out

$154.47

$739.67

52-Week Range

Fund / Manager Click to search	Shares	Value	% of Portfolio	Cost Basis	Est. Return
Tiger Global Management\|Chase Coleman	1.7M	$566M	2.48%	$181.41	+75.89%
Cantillon Capital Management\|William Von Mueffling	1.5M	$520M	3.46%	$63.37	+403.02%
Brave Warrior Advisors\|Glenn Greenberg	961	$328460	0.01%	$212.08	+54.19%

Quarter:

Fund / Manager Click to search	Action	Change	Shares After	Value	Price
2026-Q1
Tiger Global Management	BUY	+85.1%	1.7M	$566M	$337.22
Cantillon Capital Management	SELL	-50.4%	1.5M	$520M	$337.22
Sound Shore Management	SELL	EXIT	—	—	$337.22
2025-Q4
Cantillon Capital Management	BUY	+4.0%	3.1M	$446M	$232.55
Sound Shore Management	SELL	-29.7%	280.6K	$72M	$232.55
Matrix Asset Advisors	SELL	-1.0%	71.8K	$18M	$232.55
Brave Warrior Advisors	BUY	NEW	961	$246967	$232.55
2025-Q3
Davis Selected Advisers	BUY	+12.0%	5.6M	$1.1B	$184.87
Cantillon Capital Management	SELL	-1.1%	3.0M	$604M	$184.87
Sound Shore Management	BUY	+9.5%	399.2K	$82M	$184.87
Matrix Asset Advisors	BUY	+42.0%	72.5K	$15M	$184.87
Torray Investment Partners	SELL	-96.2%	1.2K	$245688	$184.87
Markel Group	BUY	+59.1%	26.2K	$5M	$184.87
Pzena Investment Management	BUY	NEW	1.5K	$301582	$184.87
2025-Q2
Davis Selected Advisers	SELL	-0.7%	5.0M	$908M	$157.51
Cantillon Capital Management	SELL	-2.8%	3.0M	$546M	$157.51
Sound Shore Management	BUY	NEW	364.5K	$67M	$157.51
Matrix Asset Advisors	BUY	NEW	51.1K	$9M	$157.51
Torray Investment Partners	SELL	-39.5%	31.6K	$6M	$157.51
Markel Group	BUY	NEW	16.5K	$3M	$157.51
Mairs & Power	BUY	+53.5%	11.3K	$2M	$157.51
2025-Q1
Davis Selected Advisers	BUY	+6.0%	5.0M	$725M	$171.65
Cantillon Capital Management	SELL	-3.0%	3.1M	$446M	$171.65
Mairs & Power	SELL	-1.3%	7.4K	$1M	$171.65
2024-Q4
Davis Selected Advisers	BUY	+14.6%	4.7M	$766M	$182.79
Cantillon Capital Management	BUY	+0.5%	3.2M	$515M	$182.79
2024-Q3
Davis Selected Advisers	SELL	-1.8%	4.1M	$831M	$200.20
Cantillon Capital Management	SELL	-2.9%	3.1M	$636M	$200.20
Torray Investment Partners	BUY	+2.4%	52.3K	$11M	$200.20
Brave Warrior Advisors	SELL	EXIT	—	—	$200.20
2024-Q2
Davis Selected Advisers	SELL	-10.2%	4.2M	$988M	$212.08
Cantillon Capital Management	SELL	-4.8%	3.2M	$765M	$212.08
Tiger Global Management	BUY	NEW	895.2K	$211M	$212.08
Torray Investment Partners	SELL	-13.6%	51.1K	$12M	$212.08
Brave Warrior Advisors	BUY	NEW	961	$226786	$212.08
2024-Q1
Davis Selected Advisers	SELL	-21.5%	4.7M	$961M	$186.19
Cantillon Capital Management	SELL	-2.0%	3.4M	$703M	$186.19
Sound Shore Management	SELL	EXIT	—	—	$186.19
Torray Investment Partners	SELL	-22.3%	59.1K	$12M	$186.19
2023-Q4
Davis Selected Advisers	SELL	-12.8%	5.9M	$962M	$147.72
Cantillon Capital Management	SELL	-2.4%	3.5M	$563M	$147.72
Sound Shore Management	SELL	-2.5%	380.5K	$62M	$147.72
Torray Investment Partners	BUY	+0.1%	76.1K	$12M	$147.72
Gates Foundation Trust	SELL	EXIT	—	—	$147.72
2023-Q3
Davis Selected Advisers	SELL	-1.9%	6.8M	$943M	$142.74
Cantillon Capital Management	SELL	-0.4%	3.6M	$493M	$142.74
Egerton Capital	SELL	EXIT	—	—	$142.74
Sound Shore Management	SELL	-0.5%	390.2K	$54M	$142.74
Gates Foundation Trust	BUY	NEW	22.8K	$3M	$142.74
Mairs & Power	SELL	-2.8%	7.5K	$1M	$142.74
2023-Q2
Davis Selected Advisers	SELL	-2.8%	6.9M	$1.0B	$121.73
Cantillon Capital Management	BUY	+6.4%	3.6M	$517M	$121.73
Egerton Capital	SELL	-3.4%	2.6M	$380M	$121.73
Sound Shore Management	SELL	-31.1%	392.0K	$57M	$121.73
Tiger Global Management	SELL	EXIT	—	—	$121.73
Mairs & Power	BUY	+0.2%	7.7K	$1M	$121.73
2023-Q1
Davis Selected Advisers	SELL	-1.6%	7.1M	$877M	$115.95
Cantillon Capital Management	SELL	-1.7%	3.4M	$413M	$115.95
Egerton Capital	BUY	+10.2%	2.7M	$334M	$115.95
Sound Shore Management	SELL	-4.4%	569.0K	$70M	$115.95
Tiger Global Management	BUY	NEW	419.5K	$52M	$115.95
2022-Q4
Davis Selected Advisers	SELL	-1.3%	7.3M	$707M	$97.38
Egerton Capital	SELL	-57.9%	2.5M	$241M	$97.38
Cantillon Capital Management	SELL	-1.5%	3.4M	$333M	$97.38
Sound Shore Management	SELL	-4.4%	594.9K	$58M	$97.38
Torray Investment Partners	BUY	NEW	76.0K	$7M	$97.38
Mairs & Power	SELL	-5.8%	7.7K	$747392	$97.38
2022-Q3
Davis Selected Advisers	SELL	-0.8%	7.4M	$603M	$96.30
Egerton Capital	BUY	+193.0%	5.9M	$480M	$96.30
Cantillon Capital Management	SELL	-0.9%	3.5M	$284M	$96.30
TCI Fund Management	SELL	EXIT	—	—	$96.30
Sound Shore Management	SELL	-16.8%	622.6K	$51M	$96.30
Torray Investment Partners	SELL	EXIT	—	—	$96.30
Mairs & Power	BUY	+123.2%	8.2K	$668000	$96.30
2022-Q2
Davis Selected Advisers	SELL	-7.9%	7.4M	$675M	$112.50
Cantillon Capital Management	SELL	-0.3%	3.5M	$319M	$112.50
TCI Fund Management	BUY	NEW	1.9M	$173M	$112.50
Sound Shore Management	BUY	NEW	748.3K	$68M	$112.50
Torray Investment Partners	BUY	+21.3%	84.8K	$8M	$112.50
Mairs & Power	SELL	-0.7%	3.7K	$332000	$112.50
2022-Q1
Davis Selected Advisers	SELL	-4.2%	8.1M	$1.1B	$135.72
Cantillon Capital Management	BUY	+2.8%	3.5M	$463M	$135.72
Egerton Capital	BUY	NEW	2.0M	$264M	$135.72
Mairs & Power	BUY	+119.4%	3.7K	$484000	$135.72
2021-Q4
Davis Selected Advisers	SELL	-3.9%	8.4M	$1.3B	$147.19
Cantillon Capital Management	SELL	-6.9%	3.4M	$538M	$147.19
Torray Investment Partners	BUY	NEW	69.9K	$11M	$147.19
Mairs & Power	SELL	-69.4%	1.7K	$264000	$147.19
2021-Q3
Davis Selected Advisers	SELL	-2.9%	8.7M	$1.1B	$136.05
Cantillon Capital Management	SELL	-1.7%	3.7M	$472M	$136.05
2021-Q2
Davis Selected Advisers	SELL	-7.8%	9.0M	$1.3B	$135.25
Cantillon Capital Management	SELL	-1.2%	3.7M	$531M	$135.25
Mairs & Power	SELL	-0.9%	5.5K	$780000	$135.25
2021-Q1
Davis Selected Advisers	SELL	-33.6%	9.8M	$1.3B	$112.84
Cantillon Capital Management	SELL	-2.9%	3.8M	$505M	$112.84
Sound Shore Management	SELL	EXIT	—	—	$112.84
Mairs & Power	SELL	-3.5%	5.5K	$739000	$112.84
2020-Q4
Davis Selected Advisers	SELL	-6.3%	14.7M	$1.3B	$72.81
Cantillon Capital Management	SELL	-0.9%	3.9M	$336M	$72.81
The Baupost Group	SELL	EXIT	—	—	$72.81
Sound Shore Management	SELL	-43.6%	806.7K	$70M	$72.81
Mairs & Power	BUY	+0.9%	5.7K	$494000	$72.81
2020-Q3
Davis Selected Advisers	SELL	-3.6%	15.7M	$933M	$62.54
Cantillon Capital Management	SELL	-1.1%	3.9M	$233M	$62.54
The Baupost Group	BUY	NEW	2.3M	$137M	$62.54
Sound Shore Management	BUY	+14.3%	1.4M	$85M	$62.54
2020-Q2
Davis Selected Advisers	SELL	-0.4%	16.3M	$984M	$54.35
Cantillon Capital Management	BUY	+62.7%	4.0M	$240M	$54.35
Sound Shore Management	SELL	-1.4%	1.3M	$76M	$54.35
Mairs & Power	SELL	-26.4%	5.7K	$343000	$54.35
2020-Q1
Davis Selected Advisers	BUY	+8.4%	16.3M	$749M	$60.25
Sound Shore Management	SELL	-31.6%	1.3M	$58M	$60.25
Cantillon Capital Management	BUY	NEW	2.4M	$112M	$60.25
Mairs & Power	SELL	-10.7%	7.7K	$353000	$60.25
2019-Q4
Davis Selected Advisers	SELL	-3.0%	15.1M	$920M	$56.09
Sound Shore Management	SELL	-48.3%	1.9M	$113M	$56.09
Mairs & Power	BUY	+114.0%	8.6K	$527000	$56.09
2019-Q3
Davis Selected Advisers	SELL	-2.1%	15.5M	$776M	$47.81
Sound Shore Management	SELL	-4.3%	3.6M	$179M	$47.81
Mairs & Power	SELL	-46.0%	4.0K	$201000	$47.81
2019-Q2
Davis Selected Advisers	BUY	+2.4%	15.9M	$713M	$42.31
Sound Shore Management	BUY	+3.1%	3.8M	$169M	$42.31
Mairs & Power	SELL	-10.5%	7.5K	$336000	$42.31
2019-Q1
Davis Selected Advisers	BUY	+17.4%	15.5M	$615M	$38.93
Sound Shore Management	SELL	-2.7%	3.6M	$145M	$38.93
Mairs & Power	SELL	-9.2%	8.4K	$331000	$38.93
2018-Q4
Davis Selected Advisers	BUY	+25.0%	13.2M	$432M	$34.28
Sound Shore Management	BUY	+12.4%	3.7M	$123M	$34.28
2018-Q3
Davis Selected Advisers	BUY	NEW	10.6M	$408M	$45.20
Sound Shore Management	BUY	+19.7%	3.3M	$129M	$45.20
Egerton Capital	SELL	EXIT	—	—	$45.20
Mairs & Power	SELL	-8.7%	9.2K	$356000	$45.20
2018-Q2
Egerton Capital	SELL	-78.5%	2.4M	$110M	$51.12
Sound Shore Management	BUY	+8.2%	2.8M	$129M	$51.12
Appaloosa Management	SELL	EXIT	—	—	$51.12
Davis Selected Advisers	BUY	+1.4%	516.0K	$24M	$51.12
Mairs & Power	BUY	+21.0%	10.1K	$465000	$51.12
2018-Q1
Egerton Capital	SELL	-28.6%	11.1M	$615M	$56.07
Sound Shore Management	SELL	-15.4%	2.6M	$143M	$56.07
Appaloosa Management	BUY	NEW	1.6M	$87M	$56.07
Davis Selected Advisers	BUY	+1.1%	508.8K	$28M	$56.07

No Insider Transactions

No Form 4 filings found for this stock in the last 2 years.