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LOUNTZIS ASSET MANAGEMENT, LLC → AMAT
LOUNTZIS ASSET MANAGEMENT, LLC AMAT Position History
Applied Materials, Inc. • Technology
Quarters held
4
Latest value
$46.6M
Q3 2026
Peak value
$73.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $30.7M |
| Q1 2026 | $40.7M |
| Q2 2026 | $73.2M |
| Q3 2026 | $46.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $46.6M | 91.2K | — | — |
| Q2 2026 | $73.2M | 101.3K | — | — |
| Q1 2026 | $40.7M | 119.0K | — | — |
| Q4 2025 | $30.7M | 119.5K | — | — |
Other funds holding AMAT
$27.6B
$27.6B
$12.8B
$6.3B
$5B
$4.4B