APPLIED MATERIALS INC

$AMAT
Smart money positioned

66 of the Top-200 alpha managers hold $AMAT as of the latest 13F snapshot.

13F holders
22
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

66 holders · Q1 2026

$AMAT is held by 66 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 4.77%, with an average of 0.65% of portfolio. Largest holder: Motley Fool Wealth Management, LLC at 4.77%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 22 · Source: 13F-HR
01
Vanguard Group Inc.
0.29% of portfolio
76,779,340 sh
02
State Street
0.82% of portfolio
38,240,019 sh
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
1.24% of portfolio
9,412,435 sh
04
Coatue Management LLC
6.94% of portfolio
4,213,483 sh
05
Citigroup Inc.
0.98% of portfolio
2,896,473 sh
06
Tiger Global Management LLC
5.07% of portfolio
1,632,210 sh
07
Lone Pine Capital LLC
5.34% of portfolio
1,207,737 sh
08
Citadel
0.46% of portfolio
1,080,951 sh
09
Bridgewater Associates
0.86% of portfolio
291,426 sh
10
Erste Asset Management GmbH
1.32% of portfolio
247,188 sh
See all 22 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 16 filers
10 Sep 2026
Unknown
▼ SOLD
S
31 Aug 2026
Unknown
· GRANT
A
27 Aug 2026
Unknown
▼ SOLD
S
06 Jul 2026
Unknown
· F
F
01 Jul 2026
Unknown
▼ SOLD
S
01 Jul 2026
Unknown
▼ SOLD
S
01 Jul 2026
Unknown
▼ SOLD
S
01 Jul 2026
Unknown
▼ SOLD
S
22 Jun 2026
Unknown
▼ SOLD
S
16 Jun 2026
Iannotti Thomas J
· G
750
G
16 Jun 2026
Iannotti Thomas J
▼ SOLD
9,250
$599.77
S
15 Jun 2026
Deane Timothy M
· G
1,545
G

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $AMAT in the recent window.

Convergence · $AMAT

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 16:44 UTC.