Mario Gabelli's AMAT Position Overview
Mario Gabelli (via Gamco Investors, Inc. Et Al) currently holds 21.2K shares of Applied Materials, Inc. (AMAT) worth $4.34 M, representing 0.04% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 33 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 24.5K shares. Largest reduction occurred in Q1 2023, reducing 32.3K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2017 | +12,470 | New Buy | 12,470 | $52.13 |
| Q4 2017 | -230 | Reduce 1.84% | 12,240 | $51.14 |
| Q1 2018 | -4,823 | Reduce 39.40% | 7,417 | $55.55 |
| Q2 2018 | -7,417 | Sold Out | 7,417 | $0.00 |
| Q4 2019 | +13,540 | New Buy | 13,540 | $61.00 |
| Q1 2020 | +16,135 | Add 119.17% | 29,675 | $45.83 |
| Q2 2020 | +4,394 | Add 14.81% | 34,069 | $60.44 |
| Q3 2020 | +69 | Add 0.20% | 34,138 | $59.46 |
| Q4 2020 | -2,851 | Reduce 8.35% | 31,287 | $86.30 |
| Q1 2021 | +611 | Add 1.95% | 31,898 | $133.61 |
| Q2 2021 | +3,665 | Add 11.49% | 35,563 | $142.40 |
| Q3 2021 | -53 | Reduce 0.15% | 35,510 | $128.72 |
| Q4 2021 | +705 | Add 1.99% | 36,215 | $157.37 |
| Q1 2022 | -1,213 | Reduce 3.35% | 35,002 | $131.79 |
| Q2 2022 | -637 | Reduce 1.82% | 34,365 | $90.99 |
| Q3 2022 | -34,365 | Sold Out | 34,365 | $0.00 |
| Q1 2023 | +2,115 | New Buy | 2,115 | $122.83 |
| Q2 2023 | -2,115 | Sold Out | 2,115 | $0.00 |
| Q1 2024 | +26,645 | New Buy | 26,645 | $206.23 |
| Q2 2024 | +4,434 | Add 16.64% | 31,079 | $235.99 |
| Q3 2024 | -1,879 | Reduce 6.05% | 29,200 | $202.05 |
| Q4 2024 | -9,974 | Reduce 34.16% | 19,226 | $162.63 |
| Q1 2025 | -4,190 | Reduce 21.79% | 15,036 | $145.12 |
| Q2 2025 | +6,458 | Add 42.95% | 21,494 | $183.07 |
| Q3 2025 | -294 | Reduce 1.37% | 21,200 | $204.74 |
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 33 quarters since Q3 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mario Gabelli's largest addition to Applied Materials, Inc. (AMAT) was in Q1 2024, adding 26,645 shares worth $5.49 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Mario Gabelli's firm, Gamco Investors, Inc. Et Al, owns 21,200 shares of Applied Materials, Inc. (AMAT), valued at approximately $4.34 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Applied Materials, Inc. (AMAT) represents approximately 0.04% of Mario Gabelli's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mario Gabelli's peak holding in Applied Materials, Inc. (AMAT) was 36,215 shares, as reported at the end of Q4 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.