SEC 13F Intelligence

Brandywine Global Investment Management, LLC / AMAT

Brandywine Global Investment Management, LLC’s Applied Matls Inc Position

Does Brandywine Global Investment Management, LLC own Applied Matls Inc (AMAT)? Not currently — the last reported position was 110.4K shares worth $23M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$23M
Q3 2025
Shares
110.4K
% of Portfolio
+0.16%
Quarters Held
17
position exited

Position History AMAT

Reported value by quarter
Q1 ’19: $16MQ1 ’19Q2 ’19: $36MQ3 ’19: $37MQ4 ’19: $44MQ4 ’19Q1 ’20: $32MQ2 ’20: $42MQ3 ’20: $40MQ3 ’20Q4 ’20: $75MQ1 ’21: $108MQ2 ’22: $20MQ2 ’22Q3 ’22: $30MQ4 ’22: $122MQ1 ’23: $130MQ1 ’23Q2 ’23: $70MQ3 ’23: $63MQ4 ’23: $70MQ4 ’23Q3 ’25: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025110.4K$23M+0.16%
Q4 2023433.4K$70M+0.57%
Q3 2023454.6K$63M+0.55%
Q2 2023481.2K$70M+0.58%
Q1 20231.06M$130M+0.53%
Q4 20221.25M$122M+0.95%
Q3 2022366.9K$30M+0.28%
Q2 2022217.8K$20M+0.17%
Q1 2021807.1K$108M+0.81%
Q4 2020866.8K$75M+0.62%
Q3 2020668.3K$40M+0.39%
Q2 2020691.9K$42M+0.43%
Q1 2020697.8K$32M+0.38%
Q4 2019706.4K$44M+0.31%
Q3 2019746.4K$37M+0.27%
Q2 2019804.2K$36M+0.25%
Q1 2019400.4K$16M+0.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Brandywine Global Investment Management, LLC’s full portfolio or all institutional holders of AMAT.