AMAT Insider Trading

Applied Materials, Inc. (AMAT) operates in the Technology sector, specifically the Semiconductors industry, with a market capitalization near $368.59B, listed on NASDAQ, employing roughly 36,500 people, carrying a beta of 1.59 to the broader market. Applied Materials, Inc. Led by Gary E. Dickerson, public since 1980-03-17.

In the last 12 months, Applied Materials, Inc. insiders made 0 buy transactions and 45 sale transactions.

DateNameTypeSharesPriceValue
Oct 5, 2026Sanders AdamF-InKind269$529.30$142.4K
Oct 5, 2026Sanders AdamS-Sale725$544.56$394.8K
Oct 5, 2026Deane Timothy MF-InKind2,644$529.30$1.4M
Sep 10, 2026BRUNER JUDYS-Sale1,000$465.00$465.0K
Aug 31, 2026Palkhiwala Akash J.A-Award279$0.00$0
Aug 31, 2026Palkhiwala Akash J.0$0.00$0
Aug 27, 2026Hill BriceS-Sale7,500$479.25$3.6M
Jul 6, 2026Sanders AdamF-InKind125$650.91$81.4K
Jul 1, 2026DICKERSON GARY ES-Sale50,332$700.21$35.2M
Jul 1, 2026DICKERSON GARY ES-Sale7,989$701.33$5.6M

AMAT Insider Activity by Quarter

Reported Form 4 and Form 5 lines under AMAT's own SEC company ID, by transaction date, back to Q4 2024. Purchases and sales are code P / S (open market or private) in the company's shares; other lines are purchases and sales of other securities (options, warrants, preferred), awards, exercises, tax withholding, gifts and other acquisitions and dispositions. Later filings and amendments can change the current quarter. Earlier quarters are not shown: the filings read reach back to Aug 29, 2019, and a quarter counts only when every filing for it was read.

QuarterPurchasesBoughtSalesSoldOther Lines
Q4 2026 (so far)0N/A1$394.8K2
Q3 20260N/A2$4.1M2
Q2 20260N/A34$169.7M5
Q1 20260N/A5$4.5M11
Q4 20250N/A3$2.0M36
Q3 20250N/A0N/A3
Q2 20252$6.9M2$165.5K2
Q1 20250N/A1$46.8K11
Q4 20240N/A0N/A29

AMAT Institutional Ownership (13F)

As of Jun 30, 2026 (Q2 2026), 3,494 institutions reported holding 664,470,939 AMAT shares, valued at $479.04B as reported, 96.2% of its market cap (market cap of Jun 26, 2026). That is +549 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 659 opened a position, 100 closed one, 1,073 added and 1,339 trimmed.

Top Holders, Q2 2026

ManagerSharesValueChange
BlackRock, Inc.80,212,518$57.99B+1,237,685
VANGUARD CAPITAL MANAGEMENT LLC51,848,358$37.49B+270,559
STATE STREET CORP38,240,019$27.65B+733,069
Invesco Ltd.28,265,844$20.44B+1,900,254
Capital Research Global Investors22,159,097$16.02B-7,296,327
GEODE CAPITAL MANAGEMENT, LLC22,007,983$15.88B+86,185
VANGUARD PORTFOLIO MANAGEMENT LLC18,553,307$13.41B+1,291,611
JPMORGAN CHASE & CO13,886,053$9.65B+8,961,198
MORGAN STANLEY13,523,832$9.78B+1,679,951
PRICE T ROWE ASSOCIATES INC /MD/12,627,555$9.13B+6,564,630

By Quarter

QuarterInstitutionsSharesValue
Q2 20263,494664,470,939$479.04B
Q1 20262,945643,318,814$219.26B
Q4 20252,636664,505,544$171.36B
Q3 20252,349636,427,683$130.29B
Q2 20252,303629,309,726$115.15B
Q1 20252,130618,287,526$89.67B
Q4 20242,200641,622,571$104.53B
Q3 20242,172647,289,581$130.57B
Q2 20242,237675,630,379$159.43B

From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.

ETFs Holding AMAT

FundWeight of AMATShares (as reported)Value (as reported)Source updated
VTI Vanguard Morningstar Total Stock Market ETF0.49%25,231,515$11.57BOct 7, 2026
VOO Vanguard S&P 500 ETF0.55%21,084,226$9.66BOct 7, 2026
QQQ Invesco QQQ Trust, Series 11.69%16,433,803$8.56BOct 8, 2026
IVV iShares Core S&P 500 ETF0.61%10,563,477$5.50BOct 8, 2026
SPY State Street SPDR S&P 500 ETF0.61%9,699,914$5.04BOct 8, 2026
VUG Vanguard Morningstar Growth ETF0.99%8,297,278$3.80BOct 7, 2026
SMH VanEck Semiconductor ETF4.63%6,799,533$3.61BOct 8, 2026
XLK State Street Technology Select Sector SPDR ETF2.27%5,791,302$3.02BOct 8, 2026
VGT Vanguard Information Technology ETF1.43%5,334,542$2.45BOct 7, 2026
QQQM Invesco NASDAQ 100 ETF1.69%3,676,382$1.91BOct 8, 2026
SOXX iShares Semiconductor ETF3.95%3,659,540$1.91BOct 8, 2026
IWF iShares Russell 1000 Growth ETF1.18%2,977,584$1.55BOct 8, 2026
QUAL iShares MSCI USA Quality Factor ETF3.11%2,909,835$1.52BOct 8, 2026
SPYM State Street SPDR Portfolio S&P 500 ETF0.61%2,115,640$1.10BOct 8, 2026
IVW iShares S&P 500 Growth ETF1.09%1,688,290$879.0MOct 8, 2026

From each fund's latest holdings file on record that shows AMAT's listed security itself. A file counts when its line count is consistent with the fund's reported holdings count (at most twice it plus 10, or at most 1,000 lines for a reported count of exactly 10, which the data source gives many funds as a cap), read with that file or inherited from the fund's last classified file (within 20% of its line count, read within 60 days). Funds whose line for the company could not be confirmed as AMAT's listed security, or that hold it through underlying funds (look-through), are not listed. Only long positions count: a fund is left out when any of its lines for AMAT reports a negative weight, share count or value, or none of them above zero (a short position, or figures that disagree). Shares, value and weight are as reported in each fund's file, dated by the data source's last update of that file (not the date of the positions); the weight is AMAT's share of that fund.

AMAT Congress Trades

Members of Congress and their households disclosed 79 transactions in AMAT on file (47 purchases, 32 sales) by 23 members, the latest trade on Sep 15, 2026. The newest 10 are below.

MemberChamberTypeAmountTradedDisclosed
Josh Gottheimer (D-NJ-5)HouseSale$1,001 - $15,000Sep 15, 2026Oct 8, 2026
Josh Gottheimer (D-NJ-5)HousePurchase$1,001 - $15,000Aug 6, 2026Sep 15, 2026
John J. McGuire III (R-VA-5)HousePurchase$1,001 - $15,000Jul 15, 2026Aug 11, 2026
Jared Moskowitz (D-FL-23)HousePurchase$1,001 - $15,000Jul 13, 2026Aug 28, 2026
Dan Newhouse (R-WA-4)HouseSale (Partial)$1,001 - $15,000Jul 10, 2026Jul 20, 2026
Jared Moskowitz (D-FL-23)HousePurchase$1,001 - $15,000Jun 18, 2026Jul 27, 2026
Jared Moskowitz (D-FL-23)HousePurchase$1,001 - $15,000Jun 18, 2026Jul 27, 2026
Alan Armstrong (R-OK)SenatePurchase$15,001 - $50,000Mar 27, 2026Jul 20, 2026
John Boozman (R-AR)SenateSale (Partial)$1,001 - $15,000Feb 27, 2026Mar 5, 2026
Markwayne Mullin (R-OK)SenatePurchase$15,001 - $50,000Dec 29, 2025Jan 15, 2026

From the periodic transaction reports members of the Senate and the House file under the STOCK Act, within 45 days of a trade (some file later); amounts are the ranges the reports give (a few give an exact amount), and a transaction a later report lists again is counted once. On file: House reports disclosed from Apr 10, 2023 through Oct 13, 2026; Senate reports disclosed from Jan 30, 2014 through Oct 7, 2026. The party is the member's on the trade date. A trade is listed under the company that traded under its ticker on the trade date (dated from Feb 1, 2021, unless the filing describes another company of ours; before that, only when the filing's description of the security is the company's name).

How to Read AMAT Insider Activity

Net insider sentiment skews to the sell side over the trailing twelve months: 45 sales versus 0 buys. Insider sales carry less informational weight than buys because they are often driven by liquidity, tax planning, or pre-scheduled Rule 10b5-1 trading plans rather than negative information. The transaction type alone does not say whether a sale was made on the open market or privately, or under a 10b5-1 plan; the filing's plan checkbox and footnotes do. The transaction table above includes the filer's reporting name, transaction type, share count, per-share price, and total dollar value where computable. For options traders, insider activity is one input to event-driven sizing alongside earnings calendar, analyst-rating cluster moves, and the implied-vol surface. Form 4 filings (the dominant Section 16 reporting form) must be submitted within two business days of the transaction; clusters of buys across multiple insiders within a short window are the strongest informational pattern. SEC EDGAR carries the underlying source filings for verification and additional historical depth.

Learn how insider trading is reported and how to read the data →

Frequently asked AMAT insider trading questions

How active are AMAT insiders right now?
Over the trailing twelve months, Applied Materials, Inc. (AMAT) insiders made 0 buy transactions and 45 sale transactions. Net insider sentiment over the trailing twelve months tilts to the sell side (45 sales vs 0 buys). The transaction list above shows the most recent filings; each entry includes the insider's name, transaction type, share count, and per-share price.
What counts as an insider transaction?
Section 16 of the Securities Exchange Act requires officers, directors, and 10% beneficial-owner shareholders to disclose changes in their holdings via Form 3 (initial statement), Form 4 (subsequent transactions, filed within two business days), and Form 5 (annual catch-up). Insider transactions cover open-market purchases and sales, exercise of stock options, gifts, and grants. The "transaction type" field on each row distinguishes these subcategories.
Are AMAT insider buys a bullish signal?
Insider purchases (Type P, made on the open market or privately; the code covers both) carry more informational weight than insider sales: an insider must commit personal capital, and the SEC scrutinizes purchases under Rule 10b5-1 for material non-public information. Sales, by contrast, are often driven by liquidity, tax planning, or pre-scheduled 10b5-1 trading plans rather than negative information. Cluster buying (multiple insiders buying within a short window) is a stronger signal than isolated buys.
How do AMAT insider transactions affect options pricing?
Insider transaction data does not directly drive implied volatility, but Form 4 disclosures can move single-name IV if the size or timing is unusual (e.g. a large CEO buy ahead of an earnings window). Options markets price the marginal informational content; routine transactions under pre-scheduled plans are typically ignored. For event-driven options sizing, pair the insider transaction history with the upcoming earnings calendar.