Bokf Na Reduces Holdings in Applied Materials

The investment firm cut its stake in the semiconductor equipment manufacturer by 3.5% in the third quarter.

Mar. 12, 2026 at 8:34am

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Bokf Na, an investment management firm, reduced its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT) by 3.5% during the third quarter, according to the company's recent 13F filing with the Securities and Exchange Commission (SEC). The fund now owns 83,263 shares of the manufacturing equipment provider's stock, valued at $17,047,000 at the end of the quarter.

Why it matters

Applied Materials is a major supplier of equipment, services, and software used in the production of semiconductor chips, flat panel displays, and other advanced materials. Changes in institutional ownership of the company's stock can provide insights into market sentiment and expectations for the semiconductor industry.

The details

Bokf Na sold 3,029 shares of Applied Materials during the third quarter, reducing its total position by 3.5%. The investment firm now holds 83,263 shares of the company, which were valued at $17,047,000 at the end of the quarter.

  • Bokf Na reduced its holdings in Applied Materials during the third quarter of 2026.

The players

Bokf Na

An investment management firm that reduced its stake in Applied Materials, Inc. in the third quarter of 2026.

Applied Materials, Inc.

A U.S.-based supplier of equipment, services, and software used to manufacture semiconductor chips, flat panel displays, and other advanced materials.

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The takeaway

The reduction in Bokf Na's holdings of Applied Materials stock suggests some institutional investors may be taking a more cautious stance on the semiconductor equipment manufacturer, even as the industry continues to face strong demand. However, Applied Materials remains a key player in the semiconductor supply chain, and changes in institutional ownership do not necessarily indicate broader market trends.