Applied Materials (AMAT)WT Asset Management Ltd opened a new position $269M

372K

Shares reported

5.3%

Disclosed portfolio weight

$269M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 7, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 27, 2026CongressDisclosed purchase of AMAT — reported range $15,001 - $50,000
2. Jun 15, 2026Insider · 3 peopleInsiders: 4 sales (~$18.1M)
3. Jun 16, 2026Insider · 3 peopleInsiders: 18 sales (~$62.5M)
4. Jun 18, 2026InsiderOfficer sold ~$6.34M of AMAT shares in the open market
5. Jun 18, 2026Congress · 1 personMembers of Congress: 3 purchases
6. Jun 29, 2026Insider · 1 personInsiders: 2 sales (~$40.8M)
7. Jun 30, 2026Insider · 1 personInsiders: 2 sales (~$14.7M)
8. Jul 10, 2026CongressDisclosed partial sale of AMAT — reported range $1,001 - $15,000
9. Jul 13, 2026CongressDisclosed purchase of AMAT — reported range $1,001 - $15,000
10. Jul 15, 2026CongressDisclosed purchase of AMAT — reported range $1,001 - $15,000
11. Aug 6, 2026CongressDisclosed purchase of AMAT — reported range $1,001 - $15,000

What came next

1. Aug 13, 2026Company filing · Form 8-K · ResultsReported its results
2. Aug 25, 2026Insider · 2 days before an 8-KCFO sold ~$3.59M of AMAT shares in the open market
3. Aug 27, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On August 27, 2026, the Board of Directors (the “Board”) of Applied Materials, Inc. (“Applied” or the “Company”) elected Akash Palkhiwala to the Board and the Board’s Audit Committee, effective immediately.”
4. Sep 8, 2026InsiderDirector sold ~$465K of AMAT shares in the open market
5. Sep 15, 2026CongressDisclosed sale of AMAT — reported range $1,001 - $15,000
6. Oct 2, 2026InsiderOfficer sold ~$395K of AMAT shares in the open market

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Applied Materials

For Applied Materials, OQRO holds 4 insider filings (SEC Form 4 or Form 144), 9 Congress trade reports and 155 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its AMAT page.

How this filing works

• SEC Form 13F

Other disclosures at Applied Materials

• House Clerk periodic transaction reportOct 7, 2026
• SEC Form 4Oct 6, 2026
• House Clerk periodic transaction reportSep 14, 2026
• SEC Form 4Sep 10, 2026
• SEC Form 144Sep 8, 2026
• House Clerk periodic transaction reportAug 27, 2026

Everything OQRO holds on this company is on its AMAT page.