Lazard Freres Gestion S.a.s. / AMAT
Lazard Freres Gestion S.a.s.’s Applied Matls Inc Position
Does Lazard Freres Gestion S.a.s. own Applied Matls Inc (AMAT)? Yes — 444.0K shares worth $152M (+2.99% of its 13F portfolio) as of Q1 2026, down from 512.2K shares the prior filed quarter.
Position Value
$152M
Q1 2026
Shares
444.0K
% of Portfolio
+2.99%
Quarters Held
13
currently held
Position History AMAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 444.0K | $152M | +2.99% |
| Q4 2025 | 512.2K | $132M | +2.37% |
| Q3 2025 | 574.0K | $118M | +2.24% |
| Q2 2025 | 571.6K | $105M | +2.19% |
| Q1 2025 | 492.6K | $71M | +1.74% |
| Q4 2024 | 486.2K | $79M | +1.58% |
| Q3 2024 | 412.1K | $83M | +1.76% |
| Q2 2024 | 331.5K | $75M | +1.73% |
| Q1 2024 | 339.8K | $67M | +1.66% |
| Q4 2023 | 319.6K | $49M | +1.41% |
| Q3 2023 | 318.1K | $43M | +1.35% |
| Q2 2023 | 191.6K | $27M | +0.81% |
| Q1 2023 | 70.9K | $8M | +0.29% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lazard Freres Gestion S.a.s.’s full portfolio or all institutional holders of AMAT.