Mario Gabelli's AMAT Position Overview
Mario Gabelli (via Gamco Investors, Inc. Et Al) currently holds 20,481 shares of Applied Materials, Inc. (AMAT) worth $5.26 M, representing 0.05% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Mario Gabelli has maintained a strategic position in AMAT, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 26,645 shares. Largest reduction occurred in Q3 2022, reducing 34,365 shares.
Analysis based on 13F filings available since 2013 Q2
Mario Gabelli's Applied Materials (AMAT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Applied Materials (AMAT) Trades by Mario Gabelli
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -719 | Reduce 3.39% | 20,481 | $256.99 |
| Q3 2025 | -294 | Reduce 1.37% | 21,200 | $204.74 |
| Q2 2025 | +6,458 | Add 42.95% | 21,494 | $183.07 |
| Q1 2025 | -4,190 | Reduce 21.79% | 15,036 | $145.12 |
| Q4 2024 | -9,974 | Reduce 34.16% | 19,226 | $162.63 |
| Q3 2024 | -1,879 | Reduce 6.05% | 29,200 | $202.05 |
| Q2 2024 | +4,434 | Add 16.64% | 31,079 | $235.99 |
| Q1 2024 | +26,645 | New Buy | 26,645 | $206.23 |
| Q2 2023 | -2,115 | Sold Out | 0 | $0.00 |
| Q1 2023 | +2,115 | New Buy | 2,115 | $122.83 |
| Q3 2022 | -34,365 | Sold Out | 0 | $0.00 |
| Q2 2022 | -637 | Reduce 1.82% | 34,365 | $90.99 |
| Q1 2022 | -1,213 | Reduce 3.35% | 35,002 | $131.79 |
| Q4 2021 | +705 | Add 1.99% | 36,215 | $157.37 |
| Q3 2021 | -53 | Reduce 0.15% | 35,510 | $128.72 |
| Q2 2021 | +3,665 | Add 11.49% | 35,563 | $142.40 |
| Q1 2021 | +611 | Add 1.95% | 31,898 | $133.61 |
| Q4 2020 | -2,851 | Reduce 8.35% | 31,287 | $86.30 |
| Q3 2020 | +69 | Add 0.20% | 34,138 | $59.46 |
| Q2 2020 | +4,394 | Add 14.81% | 34,069 | $60.44 |
| Q1 2020 | +16,135 | Add 119.17% | 29,675 | $45.83 |
| Q4 2019 | +13,540 | New Buy | 13,540 | $61.00 |
| Q2 2018 | -7,417 | Sold Out | 0 | $0.00 |
| Q1 2018 | -4,823 | Reduce 39.40% | 7,417 | $55.55 |
| Q4 2017 | -230 | Reduce 1.84% | 12,240 | $51.14 |
| Q3 2017 | +12,470 | New Buy | 12,470 | $52.13 |
Mario Gabelli's Applied Materials Investment FAQs
Mario Gabelli first purchased Applied Materials, Inc. (AMAT) in Q3 2017, acquiring 12,470 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mario Gabelli has held Applied Materials, Inc. (AMAT) for 26 quarters since Q3 2017.
Mario Gabelli's largest addition to Applied Materials, Inc. (AMAT) was in Q1 2024, adding 26,645 shares worth $5.49 M.
According to the latest 13F filing for Q4 2025, Mario Gabelli's firm, Gamco Investors, Inc. Et Al, owns 20,481 shares of Applied Materials, Inc. (AMAT), valued at approximately $5.26 M.
As of the Q4 2025 filing, Applied Materials, Inc. (AMAT) represents approximately 0.05% of Mario Gabelli's publicly disclosed stock portfolio, making it one of their key holdings.
Mario Gabelli's peak holding in Applied Materials, Inc. (AMAT) was 36,215 shares, as reported at the end of Q4 2021.