John Armitage's AMAT Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 521,065 shares of Applied Materials, Inc. (AMAT) worth $376.73 M, representing 3.64% of the portfolio. First purchased in 2017-Q1, this medium-term investment has been held for 15 quarters.
Based on 13F filings, John Armitage has maintained a strategic position in AMAT, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2017, adding 3.18 M shares. Largest reduction occurred in Q2 2018, reducing 8.68 M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Applied Materials (AMAT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Applied Materials (AMAT) Trades by John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +521,065 | New Buy | 521,065 | $723.00 |
| Q3 2023 | -2.63 M | Sold Out | 0 | $0.00 |
| Q2 2023 | -92,953 | Reduce 3.41% | 2.63 M | $144.54 |
| Q1 2023 | +252,285 | Add 10.21% | 2.72 M | $122.83 |
| Q4 2022 | -3.39 M | Reduce 57.88% | 2.47 M | $97.38 |
| Q3 2022 | +956,360 | Add 19.49% | 5.86 M | $81.93 |
| Q2 2022 | +2.91 M | Add 145.23% | 4.91 M | $90.98 |
| Q1 2022 | +2 M | New Buy | 2 M | $131.80 |
| Q3 2018 | -2.37 M | Sold Out | 0 | $0.00 |
| Q2 2018 | -8.68 M | Reduce 78.53% | 2.37 M | $46.19 |
| Q1 2018 | -4.43 M | Reduce 28.62% | 11.06 M | $55.61 |
| Q4 2017 | -1.43 M | Reduce 8.44% | 15.49 M | $51.12 |
| Q3 2017 | +3.18 M | Add 23.19% | 16.92 M | $52.09 |
| Q2 2017 | +2.09 M | Add 17.97% | 13.73 M | $41.31 |
| Q1 2017 | +11.64 M | New Buy | 11.64 M | $38.90 |
John Armitage's Applied Materials Investment FAQs
John Armitage first purchased Applied Materials, Inc. (AMAT) in Q1 2017, acquiring 11,642,608 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held Applied Materials, Inc. (AMAT) for 15 quarters since Q1 2017.
John Armitage's largest addition to Applied Materials, Inc. (AMAT) was in Q1 2017, adding 11,642,608 shares worth $452.9 M.
According to the latest 13F filing for Q2 2026, John Armitage's firm, Egerton Capital (Uk) Llp, owns 521,065 shares of Applied Materials, Inc. (AMAT), valued at approximately $376.73 M.
As of the Q2 2026 filing, Applied Materials, Inc. (AMAT) represents approximately 3.64% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in Applied Materials, Inc. (AMAT) was 16,919,928 shares, as reported at the end of Q3 2017.