MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in AMAT — Applied Materials Inc /De

CIK 912938 Boston, MA

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,100,550,600

+$696,610,193 QoQ

Shares Held

1,522,200

+28.8% QoQ

Ownership

0.192%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#66

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 12% None 4%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $6,850,708,177 across 12 Semiconductor Equipment & Materials names. AMAT ranks #2 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	14,668,801	$4,425,723,945
2	AMAT	Applied Materials Inc /De This page	1,522,200	$1,100,550,600
3	LRCX	Lam Research Corp	1,218,684	$528,092,334
4	TER	Teradyne, Inc	678,033	$328,059,482
5	ENTG	Entegris Inc	1,161,575	$208,920,877
6	Q	Qnity Electronics, Inc.	886,031	$144,697,721
7	FORM	Formfactor Inc	381,320	$60,984,506
8	AMKR	Amkor Technology, Inc.	361,075	$31,135,496

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	$1,100,550,600	1,522,200	+28.8%	Shares	Defined	2026-08-03
2026-03-31	$403,940,407	1,181,838	+349.4%	Shares	Defined	2026-05-14
2025-12-31	$67,584,000	262,983	+7.3%	Shares	Sole	2026-01-22
2025-09-30	$50,193,031	245,155	-43.6%	Shares	Sole	2025-10-29
2025-06-30	$79,527,802	434,412	-45.3%	Shares	Sole	2025-08-08
2025-03-31	$115,287,824	794,431	+2.2%	Shares	Sole	2025-05-02
2024-12-31	$126,459,785	777,592	-49.6%	Shares	Sole	2025-02-12
2024-09-30	$311,946,001	1,543,905	-59.8%	Shares	Sole	2024-11-12
2024-06-30	$906,134,339	3,839,715	+1.6%	Shares	Sole	2024-08-09
2024-03-31	$779,509,182	3,779,805	-9.8%	Shares	Sole	2024-05-14
2023-12-31	$678,900,205	4,188,932	-16.5%	Shares	Sole	2024-02-08
2023-09-30	$694,326,746	5,015,000	-16.0%	Shares	Sole	2023-11-08
2023-06-30	$862,683,373	5,968,475	+29.0%	Shares	Sole	2023-08-09
2023-03-31	$568,484,874	4,628,225	+20.8%	Shares	Sole	2023-05-10
2022-12-31	$372,994,027	3,830,294	-18.4%	Shares	Sole	2023-02-13
2022-09-30	$384,479,627	4,692,782	+0.5%	Shares	Sole	2022-11-09
2022-06-30	$424,676,895	4,667,805	-3.3%	Shares	Sole	2022-08-09
2022-03-31	$636,179,619	4,826,856	-14.1%	Shares	Sole	2022-05-11
2021-12-31	$884,723,079	5,622,287	-18.1%	Shares	Sole	2022-02-10
2021-09-30	$883,912,956	6,866,410	-13.4%	Shares	Sole	2021-11-10
2021-06-30	$1,129,231,713	7,929,998	-11.3%	Shares	Sole	2021-08-13
2021-03-31	$1,194,108,782	8,937,940	+2.0%	Shares	Sole	2021-05-13
2020-12-31	$755,984,113	8,759,955	+32.3%	Shares	Sole	2021-05-12
2020-09-30	$393,552,100	6,619,884	+69.5%	Shares	Sole	2020-11-12
2020-06-30	$236,122,835	3,906,085	+76.6%	Shares	Sole	2020-11-20
2020-03-31	$101,349,530	2,211,906	—	Shares	Sole	2020-11-20
No filing history on record for this holder in this stock.