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Crestwood Advisors Group, LLC: AMAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crestwood Advisors Group, LLC on AMAT, newest first. How the timeline and the estimate are built.

Crestwood Advisors Group, LLC held 240,264 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,264 shares
    Change vs previous 13F -44,727 shares

    2.58% of the 13F portfolio, value $173,702,323.

    13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 284,991 shares
    Change vs previous 13F -23,199 shares

    1.64% of the 13F portfolio, value $97,399,245.

    13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 308,190 shares
    Change vs previous 13F -29,789 shares

    1.32% of the 13F portfolio, value $79,203,039.

    13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 337,979 shares
    Change vs previous 13F -9,642 shares

    1.18% of the 13F portfolio, value $69,197,996.

    13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 347,621 shares
    Change vs previous 13F -3,023 shares

    1.14% of the 13F portfolio, value $63,638,993.

    13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 350,644 shares
    Change vs previous 13F -7,145 shares

    0.97% of the 13F portfolio, value $50,885,413.

    13F-HR 0001426853-25-000002 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 357,789 shares
    Change vs previous 13F -2,523 shares

    1.09% of the 13F portfolio, value $58,187,201.

    13F-HR 0001426853-25-000001 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 360,312 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $72,802,375.

    13F-HR 0001426853-24-000010 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).