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FIRST MANHATTAN CO. LLC.: AMAT position timeline

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

FIRST MANHATTAN CO. LLC. held 1,240,454 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,240,454 shares
    Change vs previous 13F -264,971 shares

    2.29% of the 13F portfolio, value $896,848,073.

    13F-HR 0000728083-26-000007 filed by FIRST MANHATTAN CO. 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 1,505,425 shares
    Change vs previous 13F -380,034 shares

    1.43% of the 13F portfolio, value $514,539,131.

    13F-HR 0000728083-26-000005 filed by FIRST MANHATTAN CO. 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 1,885,459 shares
    Change vs previous 13F -143,876 shares

    1.27% of the 13F portfolio, value $484,544,043.

    13F-HR 0000728083-26-000002 filed by FIRST MANHATTAN CO. 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 2,029,335 shares
    Change vs previous 13F -779,120 shares

    1.1% of the 13F portfolio, value $415,498,203.

    13F-HR 0000728083-25-000015 filed by FIRST MANHATTAN CO. 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 2,808,455 shares
    Change vs previous 13F -280,169 shares

    1.45% of the 13F portfolio, value $514,143,822.

    13F-HR 0000728083-25-000010 filed by FIRST MANHATTAN CO. 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 3,088,624 shares
    Change vs previous 13F +224,743 shares

    1.31% of the 13F portfolio, value $448,221,153.

    13F-HR 0001750312-25-000007 filed by FIRST MANHATTAN CO. 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 2,863,881 shares
    Change vs previous 13F +252,173 shares

    1.37% of the 13F portfolio, value $467,428,674.

    13F-HR 0000728083-25-000003 filed by FIRST MANHATTAN CO. 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 2,611,708 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $527,695,680.

    13F-HR 0001172661-24-004939 filed by FIRST MANHATTAN CO. LLC.
    Filed (acceptance time not in the bulk data set), ingested

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