SEC 13F Intelligence

Burney Co/ / AMAT

Burney Co/’s Applied Matls Inc Position

Does Burney Co/ own Applied Matls Inc (AMAT)? Yes39.0K shares worth $13M (+0.42% of its 13F portfolio) as of Q1 2026, down from 47.7K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
39.0K
% of Portfolio
+0.42%
Quarters Held
29
currently held

Position History AMAT

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $7MQ2 ’19: $9MQ3 ’19: $11MQ4 ’19: $14MQ4 ’19Q1 ’20: $10MQ2 ’20: $9MQ4 ’20: $15MQ1 ’21: $22MQ1 ’21Q2 ’21: $21MQ3 ’21: $19MQ4 ’21: $23MQ1 ’22: $9MQ1 ’22Q2 ’22: $6MQ3 ’22: $4MQ4 ’22: $5MQ1 ’23: $6MQ1 ’23Q2 ’23: $8MQ3 ’23: $7MQ4 ’23: $12MQ1 ’24: $15MQ1 ’24Q2 ’24: $16MQ3 ’24: $11MQ4 ’24: $9MQ1 ’25: $7MQ1 ’25Q2 ’25: $9MQ3 ’25: $10MQ4 ’25: $12MQ1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202639.0K$13M+0.42%
Q4 202547.7K$12M+0.38%
Q3 202549.1K$10M+0.32%
Q2 202549.4K$9M+0.31%
Q1 202549.7K$7M+0.26%
Q4 202455.6K$9M+0.32%
Q3 202454.6K$11M+0.39%
Q2 202465.8K$16M+0.59%
Q1 202472.7K$15M+0.57%
Q4 202373.8K$12M+0.50%
Q3 202353.6K$7M+0.35%
Q2 202352.9K$8M+0.35%
Q1 202351.0K$6M+0.31%
Q4 202248.8K$5M+0.24%
Q3 202254.5K$4M+0.25%
Q2 202262.0K$6M+0.30%
Q1 202266.0K$9M+0.40%
Q4 2021147.5K$23M+1.00%
Q3 2021151.4K$19M+0.92%
Q2 2021150.4K$21M+1.00%
Q1 2021162.4K$22M+1.07%
Q4 2020173.4K$15M+0.82%
Q2 2020141.7K$9M+0.56%
Q1 2020219.2K$10M+0.77%
Q4 2019226.0K$14M+0.76%
Q3 2019219.3K$11M+0.66%
Q2 2019195.0K$9M+0.53%
Q1 2019171.4K$7M+0.42%
Q4 2018100.6K$3M+0.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Burney Co/’s full portfolio or all institutional holders of AMAT.