Manning & Napier Group's AMAT Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 369,963 shares of Applied Materials, Inc. (AMAT) worth $96.18 M, representing 1.25% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Manning & Napier Group has maintained a strategic position in AMAT, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 528,398 shares. Largest reduction occurred in Q1 2025, reducing 627,125 shares.
Analysis based on 13F filings available since 2013 Q2
Manning & Napier Group's Applied Materials (AMAT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Applied Materials (AMAT) Trades by Manning & Napier Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +369,812 | Add 244908.61% | 369,963 | $259.97 |
| Q3 2025 | +151 | New Buy | 151 | $204.74 |
| Q1 2025 | -627,125 | Sold Out | 0 | $0.00 |
| Q4 2024 | +528,398 | Add 535.21% | 627,125 | $162.63 |
| Q3 2024 | -105,195 | Reduce 51.59% | 98,727 | $202.05 |
| Q2 2024 | -45,528 | Reduce 18.25% | 203,922 | $235.99 |
| Q1 2024 | -20,834 | Reduce 7.71% | 249,450 | $206.22 |
| Q4 2023 | -23,943 | Reduce 8.14% | 270,284 | $162.07 |
| Q3 2023 | -404,864 | Reduce 57.91% | 294,227 | $138.45 |
| Q2 2023 | -11,070 | Reduce 1.56% | 699,091 | $144.54 |
| Q1 2023 | +505,862 | Add 247.61% | 710,161 | $122.83 |
| Q4 2022 | +204,299 | New Buy | 204,299 | $97.38 |
| Q2 2020 | -23,188 | Sold Out | 23,188 | $45.80 |
| Q1 2020 | -218,461 | Reduce 90.40% | 23,188 | $45.80 |
| Q4 2019 | -48,425 | Reduce 16.69% | 241,649 | $61.03 |
| Q3 2019 | -9,616 | Reduce 3.21% | 290,074 | $49.90 |
| Q2 2019 | +299,690 | New Buy | 299,690 | $44.91 |
| Q3 2013 | -133,099 | Sold Out | 0 | $0.00 |
| Q2 2013 | +133,099 | Add 0.00% | 133,099 | $14.91 |
Manning & Napier Group's Applied Materials Investment FAQs
Manning & Napier Group first purchased Applied Materials, Inc. (AMAT) in Q2 2013, acquiring 133,099 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group has held Applied Materials, Inc. (AMAT) for 28 quarters since Q2 2013.
Manning & Napier Group's largest addition to Applied Materials, Inc. (AMAT) was in Q4 2024, adding 627,125 shares worth $101.99 M.
According to the latest 13F filing for Q4 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 369,963 shares of Applied Materials, Inc. (AMAT), valued at approximately $96.18 M.
As of the Q4 2025 filing, Applied Materials, Inc. (AMAT) represents approximately 1.25% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.
Manning & Napier Group's peak holding in Applied Materials, Inc. (AMAT) was 710,161 shares, as reported at the end of Q1 2023.