SEC 13F Intelligence

Jacobs & Co/Ca / AMAT

Jacobs & Co/Ca’s Applied Matls Inc Position

Does Jacobs & Co/Ca own Applied Matls Inc (AMAT)? Yes58.7K shares worth $42M (+3.64% of its 13F portfolio) as of Q2 2026, down from 63.3K shares the prior filed quarter.

Position Value
$42M
Q2 2026
Shares
58.7K
% of Portfolio
+3.64%
Quarters Held
29
currently held

Position History AMAT

Reported value by quarter
Q1 ’19: $4MQ1 ’19Q2 ’19: $5MQ3 ’19: $5MQ4 ’19: $6MQ1 ’20: $4MQ1 ’20Q2 ’20: $5MQ4 ’20: $9MQ1 ’21: $13MQ2 ’21: $13MQ2 ’21Q3 ’21: $11MQ4 ’21: $14MQ1 ’22: $11MQ2 ’22: $7MQ2 ’22Q3 ’22: $7MQ4 ’22: $8MQ1 ’23: $10MQ2 ’23: $11MQ2 ’23Q3 ’23: $10MQ4 ’23: $12MQ1 ’24: $14MQ2 ’24: $15MQ2 ’24Q3 ’24: $13MQ4 ’24: $11MQ1 ’25: $10MQ2 ’25: $13MQ2 ’25Q3 ’25: $15MQ4 ’25: $18MQ1 ’26: $22MQ2 ’26: $42MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202658.7K$42M+3.64%
Q1 202663.3K$22M+2.13%
Q4 202568.4K$18M+1.66%
Q3 202572.7K$15M+1.42%
Q2 202573.1K$13M+1.33%
Q1 202571.8K$10M+1.11%
Q4 202468.7K$11M+1.14%
Q3 202466.0K$13M+1.33%
Q2 202464.8K$15M+1.60%
Q1 202468.4K$14M+1.49%
Q4 202371.6K$12M+1.32%
Q3 202373.6K$10M+1.27%
Q2 202378.0K$11M+1.34%
Q1 202381.1K$10M+1.23%
Q4 202281.7K$8M+1.04%
Q3 202282.3K$7M+0.97%
Q2 202282.3K$7M+1.00%
Q1 202285.7K$11M+1.25%
Q4 202187.2K$14M+1.42%
Q3 202188.0K$11M+1.30%
Q2 202189.3K$13M+1.47%
Q1 202194.4K$13M+1.54%
Q4 202099.3K$9M+1.11%
Q2 202090.5K$5M+0.89%
Q1 202090.6K$4M+0.80%
Q4 201996.8K$6M+0.90%
Q3 2019103.4K$5M+0.84%
Q2 2019102.4K$5M+0.74%
Q1 201991.7K$4M+0.62%

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