FULLER & THALER ASSET MANAGEMENT, INC.
Position in AMAT — Applied Materials Inc /De
CIK 1082327
SAN MATEO, CA
Position in AMAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$60,227,346
+$31,890,905 QoQ
Shares Held
83,302
+0.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#421
of 3,488 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $725,853,616 across 10 Semiconductor Equipment & Materials names. AMAT ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FORM |
Formfactor Inc
|
1,184,611 | $189,454,837 | |
| 2 | TER |
Teradyne, Inc
|
205,682 | $99,517,178 | |
| 3 | KLIC |
Kulicke & Soffa Industries Inc
|
687,501 | $91,960,133 | |
| 4 | ACMR |
ACM Research, Inc.
|
639,448 | $81,139,556 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
492,608 | $70,240,974 | |
| 6 | AMAT |
Applied Materials Inc /De
This page
|
83,302 | $60,227,346 | |
| 7 | KLAC |
Kla Corp
|
190,910 | $57,599,456 | |
| 8 | LRCX |
Lam Research Corp
|
123,660 | $53,585,587 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,227,346 | 83,302 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $28,336,441 | 82,906 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $21,674,022 | 84,338 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $22,502,154 | 109,906 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,667,066 | 118,354 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $795,257 | 5,480 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $891,212 | 5,480 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,114,911 | 5,518 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,302,192 | 5,518 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,137,977 | 5,518 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $893,978 | 5,516 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $603,918 | 4,362 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $601,575 | 4,162 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $381,018 | 3,102 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $302,072 | 3,102 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $401,620 | 4,902 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $598,375 | 6,577 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,380,868 | 10,477 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,167,948 | 13,777 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,047,708 | 15,907 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,421,796 | 17,007 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,659,174 | 19,904 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,037,025 | 23,604 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,400,701 | 23,561 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,424,262 | 23,561 | 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. | ||||||