FULLER & THALER ASSET MANAGEMENT, INC.

Position in AMAT — Applied Materials Inc /De

CIK 1082327 SAN MATEO, CA

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Position in AMAT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$28,336,441

+$6,662,419 QoQ

Shares Held

82,906

-1.7% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.94692784599425.ToString("F0")% Shared 0.ToString("F0")% None 0.053072154005741445.ToString("F0")%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

FULLER & THALER ASSET MANAGEMENT, INC. holds $407,918,300 across 10 Semiconductor Equipment & Materials names. AMAT ranks #7 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FORM	Formfactor Inc	1,137,356	$110,312,158
2	IPGP	Ipg Photonics Corp	551,992	$63,252,763
3	TER	Teradyne, Inc	194,129	$57,551,483
4	KLIC	Kulicke & Soffa Industries Inc	873,817	$57,427,253
5	LRCX	Lam Research Corp	158,556	$33,877,074
6	UCTT	Ultra Clean Holdings, Inc.	475,073	$29,540,039
7	AMAT	Applied Materials Inc /De This page	82,906	$28,336,441
8	KLAC	Kla Corp	17,970	$26,459,207

All Filings in AMAT

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,336,441	82,906	-1.7%	Shares	Sole	2026-05-14
2025-12-31	$21,674,022	84,338	-23.3%	Shares	Sole	2026-02-18
2025-09-30	$22,502,154	109,906	-7.1%	Shares	Sole	2025-11-13
2025-06-30	$21,667,066	118,354	+2059.7%	Shares	Sole	2025-08-14
2025-03-31	$795,257	5,480	0.0%	Shares	Sole	2025-05-13
2024-12-31	$891,212	5,480	-0.7%	Shares	Sole	2025-02-14
2024-09-30	$1,114,911	5,518	0.0%	Shares	Sole	2024-11-13
2024-06-30	$1,302,192	5,518	0.0%	Shares	Sole	2024-08-09
2024-03-31	$1,137,977	5,518	+0.0%	Shares	Sole	2024-05-13
2023-12-31	$893,978	5,516	+26.5%	Shares	Sole	2024-02-13
2023-09-30	$603,918	4,362	+4.8%	Shares	Sole	2023-11-13
2023-06-30	$601,575	4,162	+34.2%	Shares	Sole	2023-08-14
2023-03-31	$381,018	3,102	0.0%	Shares	Sole	2023-05-15
2022-12-31	$302,072	3,102	-36.7%	Shares	Sole	2023-02-13
2022-09-30	$401,620	4,902	-25.5%	Shares	Sole	2022-11-14
2022-06-30	$598,375	6,577	-37.2%	Shares	Sole	2022-08-12
2022-03-31	$1,380,868	10,477	-24.0%	Shares	Sole	2022-05-13
2021-12-31	$2,167,948	13,777	-13.4%	Shares	Sole	2022-02-09
2021-09-30	$2,047,708	15,907	-6.5%	Shares	Sole	2021-11-10
2021-06-30	$2,421,796	17,007	-14.6%	Shares	Sole	2021-08-13
2021-03-31	$2,659,174	19,904	-15.7%	Shares	Sole	2021-05-13
2020-12-31	$2,037,025	23,604	+0.2%	Shares	Sole	2021-02-11
2020-09-30	$1,400,701	23,561	0.0%	Shares	Sole	2020-11-09
2020-06-30	$1,424,262	23,561	0.0%	Shares	Sole	2020-08-13
2020-03-31	$1,079,565	23,561	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.