AMAT — Applied Materials, Inc.

Ownership history in ARGENT CAPITAL MANAGEMENT LLC  ·  31 quarters on record

AI Ownership Summary

ARGENT CAPITAL MANAGEMENT LLC reported Applied Materials, Inc. (AMAT) in 31 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.65% in 2024 Q2. The latest visible filing shows AMAT at 3.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARGENT CAPITAL MANAGEMENT LLC's position in Applied Materials, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AMAT was reported at 3.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.65% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMAT stock page ARGENT CAPITAL MANAGEMENT LLC fund profile ARGENT CAPITAL MANAGEMENT LLC full holdings
How ARGENT CAPITAL MANAGEMENT LLC held AMAT — position size vs. price
% of Fund (quarterly)    AMAT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 473,227 -18,865 -3.8% 3.45% $121.6M 2026-02-14 (Est.) $354.47
2025 Q3 REDUCED 492,092 -7,486 -1.5% 2.75% $100.8M 2025-10-14 $217.49
2025 Q2 REDUCED 499,578 -8,412 -1.7% 2.22% $72.5M 2025-07-14 $195.91
2024 Q4 REDUCED 507,990 -8,976 -1.7% 2.33% $82.6M 2025-01-14 $171.71
2024 Q3 REDUCED 516,966 -9,637 -1.8% 2.89% $104.5M 2024-10-23 $180.24
2024 Q2 REDUCED 526,603 -6,924 -1.3% 3.65% $124.3M 2024-07-24 $203.36
2024 Q1 REDUCED 533,527 -18,003 -3.3% 3.21% $110.0M 2024-04-29 $201.74
2023 Q4 REDUCED 551,530 -8,830 -1.6% 2.92% $89.4M 2024-02-14 $182.69
2023 Q3 REDUCED 560,360 -28,430 -4.8% 2.76% $77.6M 2023-10-24 $132.08
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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%

FAQ About ARGENT CAPITAL MANAGEMENT LLC and AMAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARGENT CAPITAL MANAGEMENT LLC reported owning AMAT?

ARGENT CAPITAL MANAGEMENT LLC reported AMAT across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AMAT position in ARGENT CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for AMAT was 3.65% in 2024 Q2.

What is the latest reported AMAT position on this page?

The most recent filing on this page is 2025 Q4, when ARGENT CAPITAL MANAGEMENT LLC reported 473,227 shares, equal to 3.45% of portfolio, with an estimated market value of $121.6M.

What does the chart on this AMAT ownership page compare?

The chart compares ARGENT CAPITAL MANAGEMENT LLC's quarterly AMAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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