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LOUNTZIS ASSET MANAGEMENT, LLC: AMAT position timeline

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

LOUNTZIS ASSET MANAGEMENT, LLC held 101,308 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,308 shares
    Change vs previous 13F -17,705 shares

    23.17% of the 13F portfolio, value $73,245,684.

    13F-HR 0001821168-26-000004 filed by LOUNTZIS ASSET MANAGEMENT, 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 119,013 shares
    Change vs previous 13F -448 shares

    14.92% of the 13F portfolio, value $40,677,453.

    13F-HR 0001821168-26-000003 filed by LOUNTZIS ASSET MANAGEMENT, 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 119,461 shares
    Change vs previous 13F -698 shares

    10.9% of the 13F portfolio, value $30,700,282.

    13F-HR 0001821168-26-000001 filed by LOUNTZIS ASSET MANAGEMENT, 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 120,159 shares
    Change vs previous 13F -96 shares

    8.03% of the 13F portfolio, value $24,601,354.

    13F-HR 0001821168-25-000007 filed by LOUNTZIS ASSET MANAGEMENT, 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 120,255 shares
    Change vs previous 13F +36 shares

    7.75% of the 13F portfolio, value $22,015,083.

    13F-HR 0001821168-25-000004 filed by LOUNTZIS ASSET MANAGEMENT, 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 120,219 shares
    Change vs previous 13F +13,570 shares

    6.85% of the 13F portfolio, value $18,127,823.

    13F-HR 0001821168-25-000003 filed by LOUNTZIS ASSET MANAGEMENT, 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 106,649 shares
    Change vs previous 13F -800 shares

    7.34% of the 13F portfolio, value $17,344,327.

    13F-HR 0001821168-25-000001 filed by LOUNTZIS ASSET MANAGEMENT, 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 107,449 shares
    Change vs previous 13F not available

    9.03% of the 13F portfolio, value $21,710,070.

    13F-HR 0001821168-24-000006 filed by LOUNTZIS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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