VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

Position in AMAT — Applied Materials Inc /De

CIK 1021642 HOUSTON, TX

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Position in AMAT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$125,567,025

+$56,694,632 QoQ

Shares Held

173,675

-13.8% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#29

of 1,134 holders

Holding Since

Sep 2021

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. holds $247,925,446 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	173,675	$125,567,025
2	Q	Qnity Electronics, Inc.	535,885	$87,515,377
3	PLAB	Photronics Inc	1,071,105	$34,843,044

All Filings in AMAT

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$125,567,025	173,675	-13.8%	Shares	Defined	2026-07-16
2026-03-31	$68,872,393	201,505	+16.0%	Shares	Defined	2026-04-16
2025-12-31	$44,657,151	173,770	+21703.0%	Shares	Defined	2026-01-15
2021-09-30	$102,597	797	—	Shares	Defined	2021-10-27
No filing history on record for this holder in this stock.