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Livermore
Livermore
ZHEN

First Manhattan Co

SEC CIK
0000728083
Latest filing
Aug 14, 2026

AMAT holding history

Applied Materials Inc in every 13F filed by First Manhattan Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMAT overviewAll 13F holders of AMATFull Q2 2026 holdings

Shares (Q2 2026)
1,240,454
Value
$896.8M
% of portfolio
2.3%
Quarters held
22
Since Q1 2021
Holdings of AMAT by First Manhattan Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,240,454$896.8M2.3%−264,971−17.6%ReducedHolders
Q1 20261,505,425$514.5M1.4%−380,034−20.2%ReducedHolders
Q4 20251,885,459$484.5M1.3%−143,876−7.1%ReducedHolders
Q3 20252,029,335$415.5M1.1%−779,120−27.7%ReducedHolders
Q2 20252,808,455$514.1M1.5%−280,169−9.1%ReducedHolders
Q1 20253,088,624$448.2M1.3%+224,743+7.8%AddedHolders
Q4 20242,863,881$467.4M1.4%+252,173+9.7%AddedHolders
Q3 20242,611,708$527.7M1.6%+856,154+48.8%AddedHolders
Q2 20241,755,554$414.3M1.3%+471,984+36.8%AddedHolders
Q1 20241,283,570$264.7M0.9%+1,264,489+6,627.0%AddedHolders
Q4 202319,081$3.10M<0.1%+286+1.5%AddedHolders
Q3 202318,795$2.60M<0.1%+67+0.4%AddedHolders
Q2 202318,728$2.71M<0.1%−443−2.3%ReducedHolders
Q1 202319,171$2.35M<0.1%−185−1.0%ReducedHolders
Q4 202219,356$1.88M<0.1%+371+2.0%AddedHolders
Q3 202218,985$1.55M<0.1%+498+2.7%AddedHolders
Q2 202218,487$1.68M<0.1%00.0%UnchangedHolders
Q1 202218,487$2.44M<0.1%00.0%UnchangedHolders
Q4 202118,487$2.91M<0.1%−72−0.4%ReducedHolders
Q3 202118,559$2.39M<0.1%+6,975+60.2%AddedHolders
Q2 202111,584$1.65M<0.1%−50−0.4%ReducedHolders
Q1 202111,634$1.55M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.