Ownership history in FIRST MANHATTAN CO. LLC. · 98 quarters on record
This page tracks every 13F SEC filing in which FIRST MANHATTAN CO. LLC. reported a position in APPLIED MATERIALS INC COM (AMAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 1,885,459 | -143,876 | -7.1% | 1.27% | $484.5M | $256.67 |
| 2025 Q3 | REDUCED | 2,029,335 | -779,120 | -27.7% | 1.10% | $415.5M | $204.08 |
| 2025 Q2 | REDUCED | 2,808,455 | -280,169 | -9.1% | 1.45% | $514.1M | $181.96 |
| 2025 Q1 | ADDED | 3,088,624 | +224,743 | +7.8% | 1.31% | $448.2M | $143.83 |
| 2024 Q4 | ADDED | 2,863,881 | +252,173 | +9.7% | 1.37% | $467.4M | $160.82 |
| 2024 Q3 | ADDED | 2,611,708 | +856,154 | +48.8% | 1.56% | $527.7M | $199.33 |
| 2024 Q2 | ADDED | 1,755,554 | +471,984 | +36.8% | 1.33% | $414.3M | $232.37 |
| 2024 Q1 | ADDED | 1,283,570 | +1,264,489 | +6627.0% | 0.86% | $264.7M | $202.69 |
| 2023 Q4 | ADDED | 19,081 | +286 | +1.5% | 0.01% | $3.1M | $159.02 |
| 2023 Q3 | ADDED | 18,795 | +67 | +0.4% | 0.01% | $2.6M | $135.56 |
As of 2025 Q4 — sorted by position size