SEC 13F Intelligence

Grassi Investment Management / AMAT

Grassi Investment Management’s Applied Matls Inc Position

Does Grassi Investment Management own Applied Matls Inc (AMAT)? Yes — 273.9K shares worth $50M (+3.99% of its 13F portfolio) as of Q2 2025, down from 274.9K shares the prior filed quarter.

Position Value
$50M
Q2 2025
Shares
273.9K
% of Portfolio
+3.99%
Quarters Held
27
currently held

Position History AMAT

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $12MQ2 ’19: $14MQ3 ’19: $14MQ4 ’19: $17MQ4 ’19Q1 ’20: $13MQ2 ’20: $17MQ3 ’20: $17MQ4 ’20: $22MQ4 ’20Q1 ’21: $34MQ2 ’21: $36MQ3 ’21: $33MQ4 ’21: $40MQ4 ’21Q1 ’22: $35MQ2 ’22: $26MQ3 ’22: $24MQ4 ’22: $27MQ4 ’22Q1 ’23: $34MQ2 ’23: $40MQ3 ’23: $39MQ4 ’23: $45MQ4 ’23Q1 ’24: $57MQ2 ’24: $65MQ3 ’24: $56MQ4 ’24: $45MQ4 ’24Q1 ’25: $40MQ2 ’25: $50Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025273.9K$50M+3.99%
Q1 2025274.9K$40M+3.69%
Q4 2024275.1K$45M+3.82%
Q3 2024276.3K$56M+4.82%
Q2 2024277.3K$65M+5.80%
Q1 2024277.3K$57M+5.17%
Q4 2023277.6K$45M+4.72%
Q3 2023278.1K$39M+4.43%
Q2 2023278.3K$40M+4.43%
Q1 2023278.3K$34M+4.24%
Q4 2022278.7K$27M+3.66%
Q3 2022288.0K$24M+3.44%
Q2 2022288.3K$26M+3.46%
Q1 2022269.1K$35M+3.71%
Q4 2021252.8K$40M+3.97%
Q3 2021253.0K$33M+3.66%
Q2 2021253.1K$36M+3.91%
Q1 2021253.1K$34M+3.83%
Q4 2020251.8K$22M+2.76%
Q3 2020280.7K$17M+2.36%
Q2 2020280.8K$17M+2.45%
Q1 2020280.8K$13M+2.25%
Q4 2019281.1K$17M+2.32%
Q3 2019281.3K$14M+2.10%
Q2 2019301.5K$14M+2.00%
Q1 2019312.1K$12M+1.83%
Q4 2018313.4K$10M+1.76%

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