Position in AMAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,048,120,075
+$1,100,230,197 QoQ
Shares Held
11,843,881
+3.3% QoQ
Ownership
1.49%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 64.82395424270135.ToString("F0")%
Shared 0.ToString("F0")%
None 35.17604575729864.ToString("F0")%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026MORGAN STANLEY holds $12,836,157,880 across 29 Semiconductor Equipment & Materials names. AMAT ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
18,971,122 | $4,053,369,917 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
11,843,881 | $4,048,120,075 | |
| 3 | ASML |
Asml Holding NV
|
1,785,366 | $2,358,164,961 | |
| 4 | TER |
Teradyne, Inc
|
2,172,070 | $643,931,864 | |
| 5 | Q |
Qnity Electronics, Inc.
|
3,168,681 | $365,602,407 | |
| 6 | KLAC |
Kla Corp
|
1,773,150 | $261,080,371 | |
| 7 | ENTG |
Entegris Inc
|
1,930,013 | $226,274,717 | |
| 8 | FORM |
Formfactor Inc
|
1,308,918 | $126,951,951 |
All Filings in AMAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,048,120,075 | 11,843,881 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,947,889,878 | 11,470,835 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,272,168,270 | 11,097,823 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,973,337,883 | 10,779,144 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,472,835,788 | 10,149,089 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,792,474,509 | 11,021,795 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,162,669,038 | 10,703,633 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,448,221,608 | 10,374,260 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,092,358,216 | 10,145,751 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,669,001,391 | 10,298,028 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,383,847,477 | 9,995,287 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,362,319,412 | 9,425,207 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,320,266,005 | 10,748,726 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $838,862,376 | 8,614,319 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $638,590,271 | 7,794,340 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $751,499,798 | 8,260,055 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $598,901,171 | 4,544,015 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $806,233,011 | 5,123,494 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $716,058,045 | 5,562,480 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $783,026,694 | 5,498,783 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $539,763,097 | 4,040,143 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $283,755,172 | 3,288,009 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $215,013,345 | 3,616,709 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $264,410,170 | 4,374,031 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $141,591,080 | 3,090,159 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||