Grantham, Mayo, Van Otterloo & Co. LLC
- SEC CIK
- 0001352662
- Latest filing
- Aug 13, 2026
AMAT holding history
Applied Materials Inc in every 13F filed by Grantham, Mayo, Van Otterloo & Co. LLC, 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)
- 15,644
- Value
- $11.3M
- % of portfolio
- <0.1%
- Quarters held
- 20
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 15,644 | $11.3M | <0.1% | −5,671−26.6% | Reduced | Holders |
| Q1 2026 | 21,315 | $7.29M | <0.1% | −17,878−45.6% | Reduced | Holders |
| Q4 2025 | 39,193 | $10.1M | <0.1% | −87,920−69.2% | Reduced | Holders |
| Q3 2025 | 127,113 | $26.0M | 0.1% | +40,204+46.3% | Added | Holders |
| Q2 2025 | 86,909 | $15.9M | <0.1% | +18,641+27.3% | Added | Holders |
| Q1 2025 | 68,268 | $9.91M | <0.1% | +52,139+323.3% | Added | Holders |
| Q4 2024 | 16,129 | $2.62M | <0.1% | −21,942−57.6% | Reduced | Holders |
| Q3 2024 | 38,071 | $7.69M | <0.1% | +7,196+23.3% | Added | Holders |
| Q2 2024 | 30,875 | $7.29M | <0.1% | +5,096+19.8% | Added | Holders |
| Q1 2024 | 25,779 | $5.32M | <0.1% | −39,780−60.7% | Reduced | Holders |
| Q4 2023 | 65,559 | $10.6M | <0.1% | +56,940+660.6% | Added | Holders |
| Q3 2023 | 8,619 | $1.19M | <0.1% | −86,422−90.9% | Reduced | Holders |
| Q2 2023 | 95,041 | $13.7M | 0.1% | +795+0.8% | Added | Holders |
| Q1 2023 | 94,246 | $11.6M | 0.1% | −82,228−46.6% | Reduced | Holders |
| Q4 2022 | 176,474 | $17.2M | 0.1% | +127,474+260.2% | Added | Holders |
| Q3 2022 | 49,000 | $4.01M | <0.1% | +30,700+167.8% | Added | Holders |
| Q2 2022 | 18,300 | $1.67M | <0.1% | +18,300 | New | Holders |
| Q4 2021 | 0 | $0 | 0.0% | −26,100−100.0% | Sold out | Holders |
| Q3 2021 | 26,100 | $3.36M | <0.1% | −22,061−45.8% | Reduced | Holders |
| Q2 2021 | 48,161 | $6.86M | <0.1% | −115,680−70.6% | Reduced | Holders |
| Q1 2021 | 163,841 | $21.9M | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.