AMAT — APPLIED MATLS INC

Ownership history in West Tower Group, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which West Tower Group, 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
1.02% (2024 Q2)
Avg. % of fund
0.63%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,500 -100 -6.2% 0.89% $307K $204.08
2024 Q2 ADDED 1,600 +600 +60.0% 1.02% $378K $232.37
2024 Q1 ADDED 1,000 +913 +1049.4% 0.62% $206K $202.69
2023 Q3 INITIATED 87 — — 0.01% $12K —
% 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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