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OSTERWEIS CAPITAL MANAGEMENT INC: AMAT position timeline

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

OSTERWEIS CAPITAL MANAGEMENT INC held 81,318 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 81,318 shares
    Change vs previous 13F -60,814 shares

    2.77% of the 13F portfolio, value $58,792,914.

    13F-HR 0001007524-26-000003 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 142,132 shares
    Change vs previous 13F -10,745 shares

    2.51% of the 13F portfolio, value $48,579,296.

    13F-HR 0001007524-26-000002 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 152,877 shares
    Change vs previous 13F -32,869 shares

    1.66% of the 13F portfolio, value $39,287,860.

    13F-HR 0001007524-26-000001 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 185,746 shares
    Change vs previous 13F +2,208 shares

    1.72% of the 13F portfolio, value $38,029,636.

    13F-HR 0001007524-25-000003 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 183,538 shares
    Change vs previous 13F +183,528 shares

    1.61% of the 13F portfolio, value $33,600,302.

    13F-HR 0001085146-25-005142 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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/A 10 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $1,451.

    13F-HR/A 0001085146-25-003428 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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/A 0 shares
    Change vs previous 13F -80,603 shares

    13F-HR/A 0001085146-25-003427 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 80,603 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $16,285,900.

    13F-HR 0001085146-24-005783 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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