AMAT — AppliedMaterialsInc

Ownership history in JACOBS & CO/CA · 67 quarters on record

This page tracks every 13F SEC filing in which JACOBS & CO/CA reported a position in AppliedMaterialsInc (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

1.66% (1999 Q1)

Avg. % of fund

1.41%

First filed

1999 Q1

Last filed

2025 Q4

Quarters held

67

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	68,422	-4,269	-5.9%	1.66%	$17.6M	$256.67
2025 Q3	REDUCED	72,691	-435	-0.6%	1.42%	$14.9M	$204.08
2025 Q2	ADDED	73,126	+1,310	+1.8%	1.33%	$13.4M	$181.96
2025 Q1	ADDED	71,816	+3,143	+4.6%	1.11%	$10.4M	$143.83

% 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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