Scott Black's AMAT Position Overview
Scott Black (via Delphi Management INC /Ma/) currently holds 3,561 shares of Applied Materials, Inc. (AMAT) worth $1.22 M, representing 1.46% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 33 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 3,311 shares. Largest reduction occurred in Q4 2018, reducing 23,905 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -1,779 | Reduce 33.31% | 3,561 | $341.76 |
| Q4 2025 | -2,781 | Reduce 34.24% | 5,340 | $256.93 |
| Q3 2025 | -134 | Reduce 1.62% | 8,121 | $204.78 |
| Q2 2025 | -90 | Reduce 1.08% | 8,255 | $183.04 |
| Q1 2025 | +1,040 | Add 14.24% | 8,345 | $145.12 |
| Q4 2024 | +1,052 | Add 16.82% | 7,305 | $162.63 |
| Q3 2024 | -1,492 | Reduce 19.26% | 6,253 | $201.98 |
| Q2 2024 | -175 | Reduce 2.21% | 7,745 | $236.02 |
| Q1 2024 | -772 | Reduce 8.88% | 7,920 | $206.19 |
| Q3 2023 | -1,061 | Reduce 10.88% | 8,692 | $138.40 |
| Q2 2023 | +9,753 | Add 0.00% | 9,753 | $144.57 |
| Q4 2022 | +12,287 | Add 0.00% | 12,287 | $97.42 |
| Q4 2021 | +576 | Add 6.86% | 8,976 | $157.31 |
| Q3 2021 | -230 | Reduce 2.67% | 8,400 | $128.69 |
| Q2 2021 | -1,685 | Reduce 16.34% | 8,630 | $142.41 |
| Q1 2021 | +10,315 | Add 0.00% | 10,315 | $133.59 |
| Q3 2019 | -2,356 | Reduce 19.83% | 9,526 | $49.86 |
| Q2 2019 | +85 | Add 0.72% | 11,882 | $44.94 |
| Q1 2019 | +47 | Add 0.40% | 11,797 | $39.67 |
| Q4 2018 | -23,905 | Reduce 67.05% | 11,750 | $32.77 |
| Q3 2018 | -7,500 | Reduce 17.38% | 35,655 | $38.65 |
| Q2 2018 | -1,042 | Reduce 2.36% | 43,155 | $48.64 |
| Q1 2018 | +44,197 | New Buy | 44,197 | $55.61 |
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 33 quarters since Q1 2018.
Scott Black's largest addition to Applied Materials, Inc. (AMAT) was in Q1 2018, adding 44,197 shares worth $2.46 M.
According to the latest 13F filing for Q1 2026, Scott Black's firm, Delphi Management INC /Ma/, owns 3,561 shares of Applied Materials, Inc. (AMAT), valued at approximately $1.22 M.
As of the Q1 2026 filing, Applied Materials, Inc. (AMAT) represents approximately 1.46% of Scott Black's publicly disclosed stock portfolio, making it one of their key holdings.
Scott Black's peak holding in Applied Materials, Inc. (AMAT) was 44,197 shares, as reported at the end of Q1 2018.