Scott Black's AMAT Position Overview
Scott Black (via Delphi Management INC /Ma/) currently holds 8.1K shares of Applied Materials, Inc. (AMAT) worth $1.66 M, representing 1.54% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Scott Black has maintained a strategic position in AMAT, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 3.3K shares. Largest reduction occurred in Q4 2018, reducing 23.9K shares.
Analysis based on 13F filings available since 2013 Q2
Scott Black's Applied Materials (AMAT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Applied Materials (AMAT) Trades by Scott Black
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2018 | +44,197 | New Buy | 44,197 | $55.61 |
| Q2 2018 | -1,042 | Reduce 2.36% | 43,155 | $48.64 |
| Q3 2018 | -7,500 | Reduce 17.38% | 35,655 | $38.65 |
| Q4 2018 | -23,905 | Reduce 67.05% | 11,750 | $32.77 |
| Q1 2019 | +47 | Add 0.40% | 11,797 | $39.67 |
| Q2 2019 | +85 | Add 0.72% | 11,882 | $44.94 |
| Q3 2019 | -2,356 | Reduce 19.83% | 9,526 | $49.86 |
| Q1 2021 | +10,316 | Add 0.00% | 10,315 | $133.59 |
| Q2 2021 | -1,685 | Reduce 16.34% | 8,630 | $142.41 |
| Q3 2021 | -230 | Reduce 2.67% | 8,400 | $128.69 |
| Q4 2021 | +576 | Add 6.86% | 8,976 | $157.31 |
| Q4 2022 | +12,288 | Add 0.00% | 12,287 | $97.42 |
| Q2 2023 | +9,754 | Add 0.00% | 9,753 | $144.57 |
| Q3 2023 | -1,061 | Reduce 10.88% | 8,692 | $138.40 |
| Q1 2024 | -772 | Reduce 8.88% | 7,920 | $206.19 |
| Q2 2024 | -175 | Reduce 2.21% | 7,745 | $236.02 |
| Q3 2024 | -1,492 | Reduce 19.26% | 6,253 | $201.98 |
| Q4 2024 | +1,052 | Add 16.82% | 7,305 | $162.63 |
| Q1 2025 | +1,040 | Add 14.24% | 8,345 | $145.12 |
| Q2 2025 | -90 | Reduce 1.08% | 8,255 | $183.04 |
| Q3 2025 | -134 | Reduce 1.62% | 8,121 | $204.78 |
Scott Black's Applied Materials Investment FAQs
Scott Black first purchased Applied Materials, Inc. (AMAT) in Q1 2018, acquiring 44,197 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Scott Black has held Applied Materials, Inc. (AMAT) for 31 quarters since Q1 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Scott Black's largest addition to Applied Materials, Inc. (AMAT) was in Q1 2018, adding 44,197 shares worth $2.46 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Scott Black's firm, Delphi Management INC /Ma/, owns 8,121 shares of Applied Materials, Inc. (AMAT), valued at approximately $1.66 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 1.54% of Scott Black'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.
Scott Black's peak holding in Applied Materials, Inc. (AMAT) was 44,197 shares, as reported at the end of Q1 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.