SEC 13F Intelligence

Norris Perne & French LLP/Mi / AMAT

Norris Perne & French LLP/Mi’s Applied Matls Inc Position

Does Norris Perne & French LLP/Mi own Applied Matls Inc (AMAT)? Yes — 113.8K shares worth $39M (+2.60% of its 13F portfolio) as of Q1 2026, down from 182.8K shares the prior filed quarter.

Position Value
$39M
Q1 2026
Shares
113.8K
% of Portfolio
+2.60%
Quarters Held
23
currently held

Position History AMAT

Reported value by quarter
Q3 ’20: $13MQ3 ’20Q4 ’20: $19MQ1 ’21: $27MQ2 ’21: $28MQ2 ’21Q3 ’21: $26MQ4 ’21: $31MQ1 ’22: $28MQ1 ’22Q2 ’22: $20MQ3 ’22: $17MQ4 ’22: $21MQ4 ’22Q1 ’23: $27MQ2 ’23: $31MQ3 ’23: $30MQ3 ’23Q4 ’23: $34MQ1 ’24: $41MQ2 ’24: $46MQ2 ’24Q3 ’24: $39MQ4 ’24: $31MQ1 ’25: $28MQ1 ’25Q2 ’25: $35MQ3 ’25: $39MQ4 ’25: $47MQ4 ’25Q1 ’26: $39Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026113.8K$39M+2.60%
Q4 2025182.8K$47M+3.10%
Q3 2025188.1K$39M+2.67%
Q2 2025188.6K$35M+2.40%
Q1 2025189.6K$28M+2.07%
Q4 2024189.3K$31M+2.22%
Q3 2024191.4K$39M+2.65%
Q2 2024196.3K$46M+3.35%
Q1 2024201.1K$41M+2.97%
Q4 2023212.6K$34M+2.67%
Q3 2023215.3K$30M+2.60%
Q2 2023215.5K$31M+2.62%
Q1 2023217.0K$27M+2.44%
Q4 2022220.4K$21M+2.12%
Q3 2022205.0K$17M+1.74%
Q2 2022216.9K$20M+1.90%
Q1 2022214.4K$28M+2.28%
Q4 2021197.1K$31M+2.40%
Q3 2021200.1K$26M+2.21%
Q2 2021199.4K$28M+2.45%
Q1 2021201.6K$27M+2.50%
Q4 2020222.7K$19M+1.81%
Q3 2020221.5K$13M+1.43%

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