AMAT — Applied Materials Inc.

Ownership history in AGF MANAGEMENT LTD  ·  8 quarters on record

This page tracks every 13F SEC filing in which AGF MANAGEMENT LTD reported a position in Applied Materials Inc. (AMAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.94% (2025 Q4)
Avg. % of fund
0.13%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 845,271 +826,172 +4325.7% 0.94% $217.2M $256.67
2025 Q3 ADDED 19,099 +11,060 +137.6% 0.02% $3.9M $204.08
2025 Q2 REDUCED 8,039 -662 -7.6% 0.01% $1.5M $181.96
2025 Q1 REDUCED 8,701 -4,256 -32.8% 0.01% $1.3M $143.83
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMAT price (monthly, adj. close)

Other funds also holding AMAT

As of 2025 Q4 — sorted by position size

ABRAMS BISON INVESTMENTS, LLC 3Y 7Y 16.99% Harbor Island Capital LLC 3Y 7Y 12.76% LOUNTZIS ASSET MANAGEMENT, LLC 3Y 10.9% Four Tree Island Advisory LLC 7.92% CALIFORNIA FIRST LEASING CORP 3Y 7.75% Broad Run Investment Management, LLC 3Y 7Y 7.5% Midway Capital Research & Management 7.46% Maj Invest Holding A/S 3Y 7Y 7.27% Talos Eurisko Asset Management LP 7.14% Carmel Capital Management L.L.C. 3Y 7.12%
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