SEC 13F Intelligence

Notis-Mcconarty Edward / AMAT

Notis-Mcconarty Edward’s Applied Matls Inc Position

Does Notis-Mcconarty Edward own Applied Matls Inc (AMAT)? Yes — 14.2K shares worth $5M (+2.42% of its 13F portfolio) as of Q1 2026, down from 14.3K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
14.2K
% of Portfolio
+2.42%
Quarters Held
4
currently held

Position History AMAT

Reported value by quarter
Q2 ’25: $733,195Q2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.2K$5M+2.42%
Q4 202514.3K$4M+1.71%
Q3 202510.4K$2M+0.99%
Q2 20254.0K$733,195+0.36%

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