AMAT — APPLIED MATLS INC

Ownership history in Source Financial Advisors LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Source Financial Advisors LLC reported a position in APPLIED MATLS 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
0.07% (2024 Q2)
Avg. % of fund
0.07%
First filed
2024 Q2
Last filed
2024 Q2
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 INITIATED 916 — — 0.07% $216K —
% 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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