GEODE CAPITAL MANAGEMENT, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1214717 BOSTON, MA

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$15,911,771,709

+$8,419,120,371 QoQ

Shares Held

22,007,983

+0.4% QoQ

Ownership

2.77%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

of 3,497 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, 2026

GEODE CAPITAL MANAGEMENT, LLC holds $48,332,018,068 across 30 Semiconductor Equipment & Materials names. AMAT ranks #1 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	22,007,983	$15,911,771,709
2	LRCX	Lam Research Corp	34,506,240	$14,952,588,978
3	KLAC	Kla Corp	36,488,344	$11,008,898,267
4	TER	Teradyne, Inc	4,602,292	$2,226,772,961
5	Q	Qnity Electronics, Inc.	5,594,185	$913,586,351
6	ONTO	Onto Innovation Inc.	1,433,715	$542,589,440
7	ENTG	Entegris Inc	2,996,949	$539,031,246
8	FORM	Formfactor Inc	1,833,001	$293,151,849

All Filings in AMAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,911,771,709	22,007,983	+0.4%	Shares	Defined	2026-08-12
2026-03-31	$7,492,651,338	21,921,798	+17.8%	Shares	Defined	2026-05-15
2025-12-31	$4,782,249,298	18,608,698	-11.1%	Shares	Defined	2026-02-09
2025-09-30	$4,286,805,990	20,937,804	-0.4%	Shares	Defined	2025-11-12
2025-06-30	$3,849,296,273	21,026,363	+2.0%	Shares	Defined	2025-08-08
2025-03-31	$2,992,241,033	20,619,081	+2.7%	Shares	Defined	2025-05-13
2024-12-31	$3,265,521,115	20,079,451	+1.3%	Shares	Defined	2025-02-12
2024-09-30	$4,005,918,664	19,826,373	+1.9%	Shares	Defined	2024-11-12
2024-06-30	$4,591,069,106	19,454,507	+4.3%	Shares	Defined	2024-08-09
2024-03-31	$3,847,832,328	18,657,966	+2.0%	Shares	Defined	2024-05-13
2023-12-31	$2,963,232,127	18,283,656	-0.8%	Shares	Defined	2024-02-13
2023-09-30	$2,552,029,190	18,432,858	+8.5%	Shares	Defined	2023-11-13
2023-06-30	$2,455,888,101	16,991,062	+7.1%	Shares	Defined	2023-08-11
2023-03-31	$1,949,482,465	15,871,387	-0.2%	Shares	Defined	2023-05-15
2022-12-31	$1,549,424,183	15,911,113	+1.3%	Shares	Defined	2023-02-13
2022-09-30	$1,286,257,331	15,699,467	-4.8%	Shares	Defined	2022-11-14
2022-06-30	$1,500,499,022	16,492,625	-3.7%	Shares	Defined	2022-08-12
2022-03-31	$2,256,226,735	17,118,564	+0.6%	Shares	Defined	2022-05-13
2021-12-31	$2,677,687,328	17,016,315	+0.4%	Shares	Defined	2022-02-11
2021-09-30	$2,182,462,931	16,953,802	+13.1%	Shares	Defined	2021-11-12
2021-06-30	$2,135,334,280	14,995,325	+2.4%	Shares	Defined	2021-08-13
2021-03-31	$1,955,501,463	14,636,987	+2.1%	Shares	Defined	2021-05-12
2020-12-31	$1,236,797,058	14,331,368	+0.5%	Shares	Defined	2021-02-12
2020-09-30	$848,123,686	14,266,168	+1.6%	Shares	Defined	2020-11-13
2020-06-30	$848,695,934	14,039,635	-4.1%	Shares	Defined	2020-08-13
2020-03-31	$671,072,983	14,645,853	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.