WEDGE CAPITAL MANAGEMENT L L P/NC

Position in AMAT — Applied Materials Inc /De

CIK 1015308 CHARLOTTE, NC

Position in AMAT

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$58,032,524

+$57,631,363 QoQ

Shares Held

169,790

+10777.0% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 71.42587902703339.ToString("F0")% Shared 0.ToString("F0")% None 28.574120972966604.ToString("F0")%

Technology · as of Mar 31, 2026

WEDGE CAPITAL MANAGEMENT L L P/NC holds $125,038,559 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	169,790	$58,032,524
2	LRCX	Lam Research Corp	262,308	$56,044,727
3	KLAC	Kla Corp	40,757	$6,001,101
4	PLAB	Photronics Inc	76,083	$3,074,514
5	IPGP	Ipg Photonics Corp	16,456	$1,885,693

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$58,032,524	169,790	+10777.0%	Shares	Sole	2026-04-13
2025-12-31	$401,161	1,561	-3.4%	Shares	Sole	2026-01-14
2025-09-30	$330,859	1,616	+2.8%	Shares	Sole	2025-10-10
2025-06-30	$287,786	1,572	-4.3%	Shares	Sole	2025-07-11
2025-03-31	$238,287	1,642	-0.8%	Shares	Sole	2025-04-14
2024-12-31	$269,315	1,656	-99.5%	Shares	Sole	2025-01-15
2024-09-30	$61,986,313	306,787	+6.6%	Shares	Sole	2024-10-11
2024-06-30	$67,891,255	287,687	-30.0%	Shares	Sole	2024-07-17
2024-03-31	$84,737,019	410,886	-16.3%	Shares	Sole	2024-04-23
2023-12-31	$79,523,535	490,674	-0.1%	Shares	Sole	2024-02-01
2023-09-30	$67,992,241	491,096	-11.5%	Shares	Sole	2023-10-13
2023-06-30	$80,232,708	555,090	+31565.1%	Shares	Sole	2023-07-17
2023-03-31	$215,320	1,753	-99.6%	Shares	Sole	2023-04-11
2022-03-31	$55,133,785	418,314	-6.0%	Shares	Sole	2022-04-12
2021-12-31	$70,037,159	445,076	-8.9%	Shares	Sole	2022-01-24
2021-09-30	$62,869,028	488,379	+7.3%	Shares	Sole	2021-10-14
2021-06-30	$64,811,366	455,136	-12.7%	Shares	Sole	2021-07-14
2021-03-31	$69,641,805	521,271	-35.9%	Shares	Sole	2021-04-12
2020-12-31	$70,233,097	813,825	-33.6%	Shares	Sole	2021-01-08
2020-09-30	$72,871,313	1,225,758	+35.4%	Shares	Sole	2020-10-08
2020-06-30	$54,719,823	905,208	+23.5%	Shares	Sole	2020-07-10
2020-03-31	$33,587,755	733,037	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.