Sanders Capital, LLC: AMAT position timeline

Sanders Capital, LLC held 6,094,372 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 6,094,372 shares

   Change vs previous 13F -80,800 shares

   4.41% of the 13F portfolio, value $4,406,230,956.

   13F-HR 0001172661-26-003204 filed by Sanders Capital, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 6,175,172 shares

   Change vs previous 13F -2,660,789 shares

   2.51% of the 13F portfolio, value $2,110,612,038.

   13F-HR 0001172661-26-001934 filed by Sanders Capital, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 8,835,961 shares

   Change vs previous 13F -2,143,029 shares

   2.62% of the 13F portfolio, value $2,270,753,617.

   13F-HR 0001172661-26-000730 filed by Sanders Capital, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 10,978,990 shares

   Change vs previous 13F +3,280,730 shares

   2.77% of the 13F portfolio, value $2,247,838,413.

   13F-HR 0001172661-25-004770 filed by Sanders Capital, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 7,698,260 shares

   Change vs previous 13F not available

   1.89% of the 13F portfolio, value $1,409,320,458.

   13F-HR 0001172661-25-002985 filed by Sanders Capital, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).