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Talbot Financial, LLC → AMAT

Talbot Financial, LLC AMAT Position History

Applied Materials, Inc. • Technology

Quarters held
4
Latest value
$72.9M
Q3 2026
Peak value
$101.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$40.2M
Q1 2026$48.3M
Q2 2026$101.8M
Q3 2026$72.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$72.9M142.6K——
Q2 2026$101.8M140.8K——
Q1 2026$48.3M141.2K——
Q4 2025$40.2M156.6K——

Other funds holding AMAT

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