SEC 13F Intelligence

Eagle Capital Management, LLC / AMAT

Eagle Capital Management, LLC’s Applied Matls Inc Position

Does Eagle Capital Management, LLC own Applied Matls Inc (AMAT)? Yes20.6K shares worth $7M (+2.77% of its 13F portfolio) as of Q1 2026, down from 20.7K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
20.6K
% of Portfolio
+2.77%
Quarters Held
19
currently held

Position History AMAT

Reported value by quarter
Q2 ’21: $4MQ2 ’21Q4 ’21: $5MQ1 ’22: $4MQ2 ’22: $3MQ2 ’22Q3 ’22: $2MQ4 ’22: $1MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $4MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $2MQ2 ’25: $3MQ2 ’25Q3 ’25: $4MQ4 ’25: $5MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.6K$7M+2.77%
Q4 202520.7K$5M+1.93%
Q3 202520.9K$4M+1.62%
Q2 202515.6K$3M+1.25%
Q1 202515.7K$2M+1.01%
Q4 202416.0K$3M+1.05%
Q3 202415.7K$3M+1.32%
Q2 202415.6K$4M+1.63%
Q1 202415.7K$3M+1.46%
Q4 202315.5K$3M+1.22%
Q3 202316.0K$2M+1.22%
Q2 202315.6K$2M+1.26%
Q1 202315.1K$2M+1.22%
Q4 202214.9K$1M+1.06%
Q3 202230.4K$2M+1.55%
Q2 202230.3K$3M+1.64%
Q1 202230.4K$4M+1.49%
Q4 202130.2K$5M+1.24%
Q2 202128.5K$4M+1.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eagle Capital Management, LLC’s full portfolio or all institutional holders of AMAT.