AMAT
Applied Materials, Inc.
Applied Materials manufactures semiconductor fabrication equipment; primary political signal is direct executive branch ownership with 4 positions held by Trump and senior staff, alongside active trading by 6 distinct members of Congress.
Govt Dependence
0/100
Regulatory Density
65/100
Lobbying Intensity
0/100
Political Signal
BULLISH
BusinessWhat AMAT does
Applied Materials supplies manufacturing equipment, services, and software to the global semiconductor industry. Its revenue is derived from sales of systems for wafer fabrication, including etch, deposition, and inspection tools, as well as services to maintain and optimize these systems. The company's operations are central to the semiconductor supply chain.
6 months past · 3 months futureAMAT activity timeline
Congress
buy
sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened
+ added
− trimmed
closed
holds
Bills
past action (this ticker)
upcoming markup (sector)
★ carveout (this ticker)
109 trading days ·
3 congressional trades shown
·
0 insider buys
·
4 13F filings
·
1 past bill actions
·
31 upcoming markups
Executive Branch ConflictsAMAT held by Trump-administration officials
2 cabinet/senior officials reported AMAT positions in OGE Form 278 disclosures across 4 filings.
Donald J. Trump
President · White House
APPLIED MATLS INC
Donald J. Trump
President · White House
Applied Materials Inc.
Sean Duffy
Secretary of Transportation · Department of Transportation
Applied Materials Inc
Sean Duffy
Secretary of Transportation · Department of Transportation
Applied Materials Inc
Lifetime Government AwardsAMAT federal contracts
AMAT doesn't hold direct federal contracts.
Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.
Smart Money · 13F HoldingsHedge funds holding AMAT
$6.30B
Total AMAT held by tracked 13F funds
40
Funds with AMAT positions
+39
Funds opened this quarter
Citadel Advisors
$557M
opened
2 overlap
2025-12-31
D.E. Shaw & Co.
$445M
opened
2025-03-31
Citadel Advisors
$388M
opened
2024-06-30
Citadel Advisors
$371M
opened
2025-09-30
Citadel Advisors
$359M
opened
2024-09-30
Citadel Advisors
$354M
opened
2025-06-30
Citadel Advisors
$350M
opened
2025-03-31
Citadel Advisors
$342M
opened
2024-03-31
32 more 13F positions tracked · quarterly delta charts available in member dashboard
Politicians Trading AMATMembers of Congress with recent AMAT positions
11 politicians traded AMAT across 77 disclosed transactions totaling $2.2M (last 730 days).
Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just AMAT). 0-30 LOW · 30-60 MID · 60+ HIGH.
Ashley Moody
4 buys
2 sells
$716K
2025-02-24
LOW · 0
Jefferson Shreve
6 buys
4 sells
$580K
2025-05-12
LOW · 0
Ro Khanna
17 buys
16 sells
$411K
2026-01-29
LOW · 0
Markwayne Mullin
5 buys
2 sells
$313K
2025-12-29
LOW · 29
Jonathan L. Jackson
2 sells
$65K
2024-11-27
LOW · 1
John Boozman
2 buys
5 sells
$56K
2026-02-27
MID · 47
Lisa C. McClain
2 buys
2 sells
$32K
2025-08-04
LOW · 0
Angus S. King
2 buys
$16K
2025-07-21
LOW · 7
John James
2 sells
$16K
2024-09-04
LOW · 0
Dan Newhouse
2 buys
$16K
2025-08-18
LOW · 5
Robert P. Bresnahan
2 sells
$16K
2025-04-08
LOW · 0
Congressional TradesWho in Congress is trading AMAT
2026-02-27
John Boozman
Sale (Partial)
$1,001 - $15,000
2026-01-29
Ro Khanna
Purchase
$1,001 - $15,000
2025-12-29
Markwayne Mullin
Purchase
$15,001 - $50,000
2025-08-18
Dan Newhouse
Purchase
$1,001 - $15,000
2025-08-18
Dan Newhouse
purchase
$1,001 - $15,000
2025-08-19
Ro Khanna
Sale
$1,001 - $15,000
2025-08-26
Ro Khanna
Sale
$1,001 - $15,000
2025-08-19
Ro Khanna
sale
$1,001 - $15,000
2025-08-26
Ro Khanna
sale
$1,001 - $15,000
2025-07-21
Angus S. King
purchase
$1,001 - $15,000
2025-07-21
Angus S. King
Purchase
$1,001 - $15,000
2025-07-22
Lisa C. McClain
purchase
$1,001 - $15,000
30+ trades on file · most recent 2026-03-06
Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock
Stock awards & option exercises
27
stock awards · $49.0M market value
2026-03-12
Karsner Alexander
Director
AWARD
741 sh
$250K
2026-03-12
MCGREGOR SCOTT A
Director
AWARD
741 sh
$250K
2026-03-12
BRUNER JUDY
Director
AWARD
741 sh
$250K
2026-03-12
CHEN XUN
Director
AWARD
741 sh
$250K
2026-03-12
Iannotti Thomas J
Director
AWARD
741 sh
$250K
2026-03-12
ANDERSON JAMES ROBERT
Director
AWARD
741 sh
$250K
2026-03-12
Borkar Rani
Director
AWARD
741 sh
$250K
2026-03-12
DE GEUS AART
Director
AWARD
741 sh
$250K
For AMAT, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.
Bills Affecting AMATLive legislation impacting this stock
HR.2152 · 119th
AI PLAN Act
HR.1766 · 119th
NTIA Policy and Cybersecurity Coordination Act
HR.1770 · 119th
Consumer Safety Technology Act
HR.1838 · 119th
Broadband Internet for Small Ports Act
HR.2154 · 119th
American Cybersecurity Literacy Act
HR.2099 · 119th
To amend the Workforce Innovation and Opportunity Act to authorize a study to review specific outcomes of entrepreneurial skills d
S.1067 · 119th
Concrete and Asphalt Innovation Act of 2025
S.1007 · 119th
9–8–8 Lifeline Cybersecurity Responsibility Act
S.922 · 119th
A bill to amend the Workforce Innovation and Opportunity Act to define the term evidence-based.
HR.1925 · 119th
Emerging Digital Identity Ecosystem Report Act of 2025
Political ProfileWhere AMAT sits in Washington
[object Object]
STRUCTURAL: Direct ownership within the executive branch (4 positions held by Trump and Sean Duffy per `get_executive_branch_exposure.by_ticker[0].holdings`). EVIDENTIARY: Active congressional trading with net buying activity; 6 distinct members executed 16 trades in 12 months, with a net of 8 purchases vs. 8 sales (`top_congressional_traders`). Net: Ownership by key political figures and sustained congressional trading interest signal political awareness and non-adversarial stance.
Regulatory ExposureThreats & opportunities
Regulatory threats
-
Exposure to broad technology-sector legislative activityU.S. Congress"8 recent bills with sector='technology' and non-zero revenue impact (`bill_impacts` array)."
Regulatory opportunities
-
Potential beneficiary of federal semiconductor manufacturing incentivesDepartment of Commerce"Contextual: company is a core semiconductor capital equipment provider, though no direct federal contracts found in `get_government_precedent`."
Capitol Hill AlliesChampions & critics
Congressional champions
Congressional critics
- No specific congressional critics identified.
Member intelligence layer
Live signals + predictions for AMAT — for Founders
The free page above gives you the public record. Members see the real-time intelligence layer on top of it:
- Live 7-layer signal scores when Congress trades AMAT
- Bill Pass Index v2 odds for every bill on the watch list
- Iron Triangle alerts (committee × donor × trade)
- SEC Form 4 cluster detection (CEO + CFO + director buys)
- Whale-Opportunity expected-value ranking
- Custom watchlist alerts via email + Discord
Frequently AskedAbout AMAT & political exposure
Does Applied Materials, Inc. (AMAT) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Applied Materials, Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own AMAT stock?
2 Trump cabinet members or senior White House staff have disclosed holdings in AMAT on their OGE 278 financial disclosures, including Donald J. Trump, Sean Duffy. See the Cabinet Conflicts panel for details.
Has Congress traded AMAT stock?
305 congressional trades by 31 unique members of Congress, most recently on 2026-02-27. See the Congressional Trading panel for politician-by-politician breakdown.
What is AMAT political risk profile?
Government dependence: 0/100. Lobbying intensity: 0/100. Political signal: bullish. Donor party split: R 0% / D 0%.
How does GovGreed track AMAT political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. AMAT data is updated daily from these official federal sources.