SEC 13F Intelligence

Puzo Michael J / AMAT

Puzo Michael J’s Applied Matls Inc Position

Does Puzo Michael J own Applied Matls Inc (AMAT)? Yes — 25.6K shares worth $9M (+2.55% of its 13F portfolio) as of Q1 2026, down from 25.7K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
25.6K
% of Portfolio
+2.55%
Quarters Held
4
currently held

Position History AMAT

Reported value by quarter
Q2 ’25: $2MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.6K$9M+2.55%
Q4 202525.7K$7M+1.80%
Q3 202517.2K$4M+0.96%
Q2 20259.3K$2M+0.48%

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