Capital Research Global Investors — AMAT Trade History
Quarter-by-quarter changes in the APPLIED MATLS INC position · CUSIP 038222105
Currently held · 2.3 YearsFirst seen: 2018 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-12 | Reduce | 22,159,097 | -7,296,327 | -24.8% | $16.02B | 2.23% |
| 2026 Q1 | 2026-05-13 | Reduce | 29,455,424 | -3,251,625 | -9.9% | $10.07B | 1.56% |
| 2025 Q4 | 2026-02-11 | Add | 32,707,049 | 17,829,377 | +119.8% | $8.41B | 1.55% |
| 2025 Q3 | 2025-11-13 | Add | 14,877,672 | 10,305,182 | +225.4% | $3.05B | 0.57% |
| 2025 Q2 | 2025-08-13 | Add | 4,572,490 | 3,802,187 | +493.6% | $837.1M | 0.17% |
| 2025 Q1 | 2025-05-12 | Add | 770,303 | 188,714 | +32.4% | $111.8M | 0.02% |
| 2024 Q4 | 2025-02-13 | Add | 581,589 | 460,708 | +381.1% | $94.6M | 0.02% |
| 2024 Q3 | 2024-11-13 | Reduce | 120,881 | -179,119 | -59.7% | $24.4M | 0.01% |
| 2024 Q2 | 2024-08-13 | New | 300,000 | 300,000 | — | $70.8M | 0.02% |
| 2024 Q1 | 2024-05-14 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-13 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-13 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-11 | Sold out | — | -7,419,646 | -100.0% | — | — |
| 2023 Q1 | 2023-05-15 | Reduce | 7,419,646 | -35,153 | -0.5% | $911.4M | 0.26% |
| 2022 Q4 | 2023-02-14 | Add | 7,454,799 | 529,311 | +7.6% | $725.9M | 0.22% |
| 2022 Q3 | 2022-11-14 | Add | 6,925,488 | 1,558,630 | +29.0% | $567.4M | 0.19% |
| 2022 Q2 | 2022-08-15 | Add | 5,366,858 | 677,266 | +14.4% | $488.3M | 0.15% |
| 2022 Q1 | 2022-05-19 | Reduce | 4,689,592 | -16,088 | -0.3% | $618.1M | 0.15% |
| 2021 Q4 | 2022-02-14 | Add | 4,705,680 | 428,807 | +10.0% | $740.5M | 0.16% |
| 2021 Q3 | 2021-11-15 | Reduce | 4,276,873 | -73,345 | -1.7% | $550.6M | 0.13% |
| 2021 Q2 | 2021-08-16 | Add | 4,350,218 | 122,476 | +2.9% | $619.5M | 0.14% |
| 2021 Q1 | 2021-05-14 | New | 4,227,742 | 4,227,742 | — | $564.8M | 0.14% |
| 2020 Q4 | 2021-02-12 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-14 | Sold out | — | -2,328,757 | -100.0% | — | — |
| 2020 Q1 | 2020-05-15 | Reduce | 2,328,757 | -2,226,186 | -48.9% | $106.7M | 0.04% |
| 2019 Q4 | 2020-02-18 | Reduce | 4,554,943 | -573,735 | -11.2% | $278.0M | 0.08% |
| 2019 Q3 | 2019-11-14 | Reduce | 5,128,678 | -149,903 | -2.8% | $255.9M | 0.08% |
| 2019 Q2 | 2019-08-14 | Reduce | 5,278,581 | -1,120,668 | -17.5% | $237.1M | 0.07% |
| 2019 Q1 | 2019-05-15 | Reduce | 6,399,249 | -832,426 | -11.5% | $253.8M | 0.08% |
| 2018 Q4 | 2019-02-14 | New | 7,231,675 | 7,231,675 | — | $236.8M | 0.08% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.