Lmcg Investments, LLC’s Applied Matls Inc Position
Does Lmcg Investments, LLC own Applied Matls Inc (AMAT)? Yes — 73.8K shares worth $25M (+1.50% of its 13F portfolio) as of Q1 2026, down from 94.6K shares the prior filed quarter.
Position Value
$25M
Q1 2026
Shares
73.8K
% of Portfolio
+1.50%
Quarters Held
17
currently held
Position History AMAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 73.8K | $25M | +1.50% |
| Q4 2025 | 94.6K | $24M | +1.39% |
| Q3 2025 | 101.7K | $21M | +1.22% |
| Q2 2025 | 103.2K | $19M | +1.18% |
| Q1 2025 | 110.8K | $16M | +1.07% |
| Q4 2024 | 122.1K | $20M | +1.22% |
| Q3 2024 | 124.3K | $25M | +1.51% |
| Q2 2024 | 125.9K | $30M | +1.73% |
| Q1 2024 | 138.0K | $28M | +1.67% |
| Q4 2023 | 150.1K | $24M | +1.51% |
| Q3 2023 | 152.5K | $21M | +1.43% |
| Q2 2023 | 159.7K | $23M | +1.49% |
| Q1 2023 | 165.2K | $20M | +1.35% |
| Q4 2022 | 167.6K | $16M | +1.14% |
| Q3 2022 | 170.0K | $14M | +1.02% |
| Q2 2022 | 169.4K | $15M | +1.06% |
| Q1 2022 | 168.4K | $22M | +1.29% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lmcg Investments, LLC’s full portfolio or all institutional holders of AMAT.