FRANKLIN RESOURCES INC

Position in AMAT — Applied Materials Inc /De

CIK 38777 San Mateo, CA

Back to AMAT Full portfolio

Position in AMAT

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

Position Value

$1,026,802,776

+$209,347,661 QoQ

Shares Held

3,004,192

-5.6% QoQ

Ownership

0.378%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 92.0854259647852.ToString("F0")% Shared 1.2558784525090274.ToString("F0")% None 6.658695582705766.ToString("F0")%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

FRANKLIN RESOURCES INC holds $5,635,843,119 across 26 Semiconductor Equipment & Materials names. AMAT ranks #2 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	11,793,519	$2,519,803,263
2	AMAT	Applied Materials Inc /De This page	3,004,192	$1,026,802,776
3	KLAC	Kla Corp	582,062	$857,033,904
4	ASML	Asml Holding NV	466,787	$616,546,268
5	NVMI	Nova Ltd.	435,295	$189,039,907
6	ONTO	Onto Innovation Inc.	579,203	$118,777,155
7	TER	Teradyne, Inc	340,416	$100,919,725
8	FORM	Formfactor Inc	493,767	$47,890,459

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	$1,026,802,776	3,004,192	-5.6%	Shares	Defined	2026-05-13
2025-12-31	$817,455,115	3,180,883	-5.8%	Shares	Defined	2026-02-11
2025-09-30	$691,594,718	3,377,917	-5.6%	Shares	Defined	2025-11-13
2025-06-30	$654,987,474	3,577,798	-4.1%	Shares	Defined	2025-08-12
2025-03-31	$541,419,059	3,730,837	+2.4%	Shares	Defined	2025-05-13
2024-12-31	$592,565,655	3,643,643	-7.9%	Shares	Defined	2025-02-12
2024-09-30	$799,410,820	3,956,500	-21.2%	Shares	Defined	2024-11-27
2024-06-30	$1,184,809,500	5,020,592	+5.9%	Shares	Defined	2024-08-14
2024-03-31	$977,725,906	4,740,949	+73.5%	Shares	Defined	2024-05-13
2023-12-31	$442,932,932	2,732,973	-20.3%	Shares	Defined	2024-02-09
2023-09-30	$474,801,255	3,429,406	+0.7%	Shares	Defined	2023-11-13
2023-06-30	$492,390,683	3,406,605	-10.4%	Shares	Defined	2023-08-11
2023-03-31	$466,833,099	3,800,644	+6.0%	Shares	Defined	2023-05-12
2022-12-31	$349,256,091	3,586,528	+38.5%	Shares	Defined	2023-02-10
2022-09-30	$212,149,538	2,589,400	+32.2%	Shares	Defined	2022-11-14
2022-06-30	$178,232,272	1,959,027	-0.3%	Shares	Defined	2022-08-11
2022-03-31	$258,954,969	1,964,757	-3.0%	Shares	Defined	2022-05-13
2021-12-31	$318,590,106	2,024,594	+2.2%	Shares	Defined	2022-02-11
2021-09-30	$255,108,228	1,981,731	+1.5%	Shares	Defined	2021-11-12
2021-06-30	$277,983,877	1,952,134	-15.3%	Shares	Defined	2021-08-13
2021-03-31	$307,806,380	2,303,940	+5.9%	Shares	Defined	2021-05-13
2020-12-31	$187,712,938	2,175,121	+2.8%	Shares	Defined	2021-02-10
2020-09-30	$125,737,045	2,115,005	+14.1%	Shares	Defined	2020-11-12
2020-06-30	$112,057,433	1,853,721	-15.8%	Shares	Defined	2020-08-13
2020-03-31	$100,904,986	2,202,204	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.