Delphi Management Inc /Ma/ / AMAT
Delphi Management Inc /Ma/’s Applied Matls Inc Position
Does Delphi Management Inc /Ma/ own Applied Matls Inc (AMAT)? Yes — 3.6K shares worth $1M (+1.46% of its 13F portfolio) as of Q1 2026, down from 5.3K shares the prior filed quarter.
Position Value
$1M
Q1 2026
Shares
3.6K
% of Portfolio
+1.46%
Quarters Held
18
currently held
Position History AMAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 3.6K | $1M | +1.46% |
| Q4 2025 | 5.3K | $1M | +1.34% |
| Q3 2025 | 8.1K | $2M | +1.54% |
| Q2 2025 | 8.3K | $2M | +1.46% |
| Q1 2025 | 8.3K | $1M | +1.23% |
| Q4 2024 | 7.3K | $1M | +1.15% |
| Q2 2024 | 7.7K | $2M | +1.49% |
| Q1 2024 | 7.9K | $2M | +1.27% |
| Q4 2023 | 8.7K | $1M | +1.23% |
| Q2 2023 | 9.8K | $1M | +1.47% |
| Q4 2021 | 9.0K | $1M | +1.33% |
| Q3 2021 | 8.4K | $1M | +1.11% |
| Q2 2021 | 8.6K | $1M | +1.17% |
| Q1 2021 | 10.3K | $1M | +1.46% |
| Q3 2019 | 9.5K | $475,000 | +0.46% |
| Q2 2019 | 11.9K | $534,000 | +0.48% |
| Q1 2019 | 11.8K | $468,000 | +0.43% |
| Q4 2018 | 11.8K | $385,000 | +0.35% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Delphi Management Inc /Ma/’s full portfolio or all institutional holders of AMAT.