Findlay Park Partners — AMAT Trade History
Quarter-by-quarter changes in the APPLIED MATLS INC position · CUSIP 038222105
Currently held · 2 YearsFirst seen: 2024 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-12 | Add | 277,860 | 121,060 | +77.2% | $200.9M | 2.71% |
| 2026 Q1 | 2026-05-13 | Reduce | 156,800 | -18,000 | -10.3% | $53.6M | 0.75% |
| 2025 Q4 | 2026-02-13 | Reduce | 174,800 | -379,700 | -68.5% | $44.9M | 0.57% |
| 2025 Q3 | 2025-11-12 | Reduce | 554,500 | -9,900 | -1.8% | $113.5M | 1.19% |
| 2025 Q2 | 2025-08-13 | Reduce | 564,400 | -20,300 | -3.5% | $103.3M | 1.06% |
| 2025 Q1 | 2025-05-14 | Add | 584,700 | 157,500 | +36.9% | $84.9M | 0.87% |
| 2024 Q4 | 2025-02-14 | Add | 427,200 | 17,600 | +4.3% | $69.5M | 0.69% |
| 2024 Q3 | 2024-11-04 | New | 409,600 | 409,600 | — | $82.8M | 0.78% |
| 2024 Q2 | 2024-08-13 | — | — | — | — | — | — |
| 2024 Q1 | 2024-04-30 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-07 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-07 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-07 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-05 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-10 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-10 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-18 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-12 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-10 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-09 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-14 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-11 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-10 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-13 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-12 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-05 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-07 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-03 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-12 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-07 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-07 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-09 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-08 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-08 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-10 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-11 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
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.