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Vulcan Value Partners, LLC

SEC CIK
0001556785
Latest filing
Aug 10, 2026

AMAT holding history

Applied Materials Inc in every 13F filed by Vulcan Value Partners, 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2021
Holdings of AMAT by Vulcan Value Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−373,144−100.0%Sold outHolders
Q4 2023373,144$60.3M0.9%−57,563−13.4%ReducedHolders
Q3 2023430,707$59.7M0.9%−553,736−56.2%ReducedHolders
Q2 2023984,443$142.3M1.8%−865,043−46.8%ReducedHolders
Q1 20231,849,486$227.1M2.9%−333,627−15.3%ReducedHolders
Q4 20222,183,113$212.5M2.9%−1,661,563−43.2%ReducedHolders
Q3 20223,844,676$315.0M3.7%−235,704−5.8%ReducedHolders
Q2 20224,080,380$371.2M3.6%−674,631−14.2%ReducedHolders
Q1 20224,755,011$626.7M3.8%−327,757−6.4%ReducedHolders
Q4 20215,082,768$799.8M4.1%−984,385−16.2%ReducedHolders
Q3 20216,067,153$781.0M4.2%+2,995,539+97.5%AddedHolders
Q2 20213,071,614$437.4M2.4%+3,071,614NewHolders