AMAT β€” APPLIED MATLS INC

Ownership history in JAMISON PRIVATE WEALTH MANAGEMENT, INC.  Β·  9 quarters on record

AI Ownership Summary

JAMISON PRIVATE WEALTH MANAGEMENT, INC. reported APPLIED MATLS INC (AMAT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.26% in 2024 Q2. The latest visible filing shows AMAT at 1.92% 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.

What this AMAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s position in APPLIED MATLS 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 1.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.26% 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 Q4 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.

How JAMISON PRIVATE WEALTH MANAGEMENT, INC. held AMAT β€” position size vs. price
% of Fund (quarterly)    AMAT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 61,555 +183 +0.3% 1.92% $15.8M 2026-02-14 (Est.) $354.47
2025 Q3 ADDED 61,372 +430 +0.7% 1.59% $12.6M 2025-10-14 $217.49
2025 Q2 ADDED 60,942 +470 +0.8% 1.60% $11.2M 2025-07-22 $186.01
2025 Q1 ADDED 60,472 +294 +0.5% 1.34% $8.8M 2025-04-22 $137.07
2024 Q4 ADDED 60,178 +1,256 +2.1% 1.44% $9.8M 2025-01-21 $190.72
2024 Q3 ADDED 58,922 +1,262 +2.2% 1.81% $11.9M 2024-10-15 $188.45
2024 Q2 REDUCED 57,660 -304 -0.5% 2.26% $13.6M 2024-07-11 $237.56
2024 Q1 ADDED 57,964 +122 +0.2% 2.02% $12.0M 2024-04-26 $199.89
2023 Q4 INITIATED 57,842 β€” β€” 1.76% $9.4M 2024-01-17 $150.49

FAQ About JAMISON PRIVATE WEALTH MANAGEMENT, INC. and AMAT

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

How long has JAMISON PRIVATE WEALTH MANAGEMENT, INC. reported owning AMAT?

JAMISON PRIVATE WEALTH MANAGEMENT, INC. reported AMAT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMAT position in JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for AMAT was 2.26% in 2024 Q2.

What is the latest reported AMAT position on this page?

The most recent filing on this page is 2025 Q4, when JAMISON PRIVATE WEALTH MANAGEMENT, INC. reported 61,555 shares, equal to 1.92% of portfolio, with an estimated market value of $15.8M.

What does the chart on this AMAT ownership page compare?

The chart compares JAMISON PRIVATE WEALTH MANAGEMENT, INC.'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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