Wedge Capital Management L L P/Nc / AMAT
Wedge Capital Management L L P/Nc’s Applied Matls Inc Position
Does Wedge Capital Management L L P/Nc own Applied Matls Inc (AMAT)? Yes — 169.8K shares worth $58M (+1.07% of its 13F portfolio) as of Q1 2026, up from 1.6K shares the prior filed quarter.
Position Value
$58M
Q1 2026
Shares
169.8K
% of Portfolio
+1.07%
Quarters Held
23
currently held
Position History AMAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 169.8K | $58M | +1.07% |
| Q4 2025 | 1.6K | $401,161 | +0.01% |
| Q3 2025 | 1.6K | $330,860 | +0.01% |
| Q2 2025 | 1.6K | $287,786 | +0.01% |
| Q1 2025 | 1.6K | $238,287 | 0.00% |
| Q4 2024 | 1.7K | $269,315 | 0.00% |
| Q3 2024 | 306.8K | $62M | +1.07% |
| Q2 2024 | 287.7K | $68M | +1.20% |
| Q1 2024 | 410.9K | $85M | +1.37% |
| Q4 2023 | 490.7K | $80M | +1.42% |
| Q3 2023 | 491.1K | $68M | +1.34% |
| Q2 2023 | 555.1K | $80M | +1.28% |
| Q1 2023 | 1.8K | $215,321 | 0.00% |
| Q1 2022 | 418.3K | $55M | +0.74% |
| Q4 2021 | 445.1K | $70M | +0.87% |
| Q3 2021 | 488.4K | $63M | +0.81% |
| Q2 2021 | 455.1K | $65M | +0.79% |
| Q1 2021 | 521.3K | $70M | +0.83% |
| Q4 2020 | 813.8K | $70M | +0.81% |
| Q3 2020 | 1.23M | $73M | +0.97% |
| Q2 2020 | 905.2K | $55M | +0.75% |
| Q1 2020 | 733.0K | $34M | +0.58% |
| Q4 2019 | 741.5K | $45M | +0.51% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wedge Capital Management L L P/Nc’s full portfolio or all institutional holders of AMAT.