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Morningstar Investment Management LLC: AMAT position timeline

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

Morningstar Investment Management LLC held 14,895 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,895 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $5,090,962.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment 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 14,895 shares
    Change vs previous 13F -19,889 shares

    0.32% of the 13F portfolio, value $5,090,962.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment 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 34,784 shares
    Change vs previous 13F -14,999 shares

    0.53% of the 13F portfolio, value $8,939,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment 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 49,783 shares
    Change vs previous 13F +48,151 shares

    0.37% of the 13F portfolio, value $10,192,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment 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 1,632 shares
    Change vs previous 13F -14,968 shares

    0.03% of the 13F portfolio, value $299,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment 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 16,600 shares
    Change vs previous 13F -10,734 shares

    0.44% of the 13F portfolio, value $2,409,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 16,600 shares
    • Morningstar Investment Management LLC: 0 shares

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

  7. period ended2024-12-31
    13F 27,334 shares
    Change vs previous 13F +21,575 shares

    0.19% of the 13F portfolio, value $4,446,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 25,818 shares
    • Morningstar Investment Management LLC: 1,516 shares

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

  8. period ended2024-09-30
    13F 5,759 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,193,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 4,243 shares
    • Morningstar Investment Management LLC: 1,516 shares

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