Lvm Capital Management Ltd/Mi / AMAT
Lvm Capital Management Ltd/Mi’s Applied Matls Inc Position
Does Lvm Capital Management Ltd/Mi own Applied Matls Inc (AMAT)? Yes — 65.9K shares worth $48M (+3.99% of its 13F portfolio) as of Q2 2026, down from 70.4K shares the prior filed quarter.
Position Value
$48M
Q2 2026
Shares
65.9K
% of Portfolio
+3.99%
Quarters Held
28
currently held
Position History AMAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 65.9K | $48M | +3.99% |
| Q1 2026 | 70.4K | $24M | +2.27% |
| Q4 2025 | 75.6K | $19M | +1.80% |
| Q3 2025 | 82.0K | $17M | +1.61% |
| Q2 2025 | 81.5K | $15M | +1.55% |
| Q1 2025 | 81.9K | $12M | +1.32% |
| Q4 2024 | 81.2K | $13M | +1.42% |
| Q3 2024 | 79.3K | $19M | +2.13% |
| Q2 2024 | 79.3K | $19M | +2.13% |
| Q1 2024 | 79.3K | $16M | +1.93% |
| Q4 2023 | 79.6K | $13M | +1.65% |
| Q3 2023 | 74.5K | $10M | +1.45% |
| Q2 2023 | 62.7K | $9M | +1.21% |
| Q1 2023 | 63.5K | $8M | +1.08% |
| Q4 2022 | 64.5K | $6M | +0.91% |
| Q3 2022 | 79.2K | $6M | +0.99% |
| Q2 2022 | 79.3K | $7M | +1.05% |
| Q1 2022 | 74.5K | $10M | +1.30% |
| Q4 2021 | 70.9K | $11M | +1.49% |
| Q3 2021 | 66.7K | $9M | +1.29% |
| Q2 2021 | 2.0K | $285,000 | +0.04% |
| Q1 2021 | 2.0K | $267,000 | +0.04% |
| Q2 2020 | 6.0K | $363,000 | +0.07% |
| Q1 2020 | 6.5K | $298,000 | +0.07% |
| Q4 2019 | 7.0K | $427,000 | +0.08% |
| Q3 2019 | 7.5K | $374,000 | +0.08% |
| Q2 2019 | 7.5K | $337,000 | +0.08% |
| Q1 2019 | 12.8K | $506,000 | +0.12% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lvm Capital Management Ltd/Mi’s full portfolio or all institutional holders of AMAT.