OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1005607 SAN FRANCISCO, CA

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Position in AMAT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,283,325

+$676,648 QoQ

Shares Held

1,775

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,974

of 3,488 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC holds $17,344,225 across 3 Semiconductor Equipment & Materials names. AMAT ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	7,341	$14,604,478
2	LRCX	Lam Research Corp	3,361	$1,456,422
3	AMAT	Applied Materials Inc /De This page	1,775	$1,283,325

All Filings in AMAT

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,283,325	1,775	0.0%	Shares	Sole	2026-08-04
2026-03-31	$606,677	1,775	+0.9%	Shares	Sole	2026-04-27
2025-12-31	$452,045	1,759	-0.1%	Shares	Sole	2026-01-27
2025-09-30	$360,342	1,760	+0.1%	Shares	Sole	2025-10-30
2025-06-30	$322,020	1,759	-12.9%	Shares	Sole	2025-08-12
2025-03-31	$292,997	2,019	+11.9%	Shares	Sole	2025-04-21
2024-12-31	$293,384	1,804	-11.3%	Shares	Sole	2025-01-24
2024-09-30	$410,969	2,034	-4.7%	Shares	Sole	2024-10-23
2024-06-30	$503,602	2,134	+21.3%	Shares	Sole	2024-07-22
2024-03-31	$362,758	1,759	-1.4%	Shares	Sole	2024-04-25
2023-12-31	$289,132	1,784	—	Shares	Sole	2024-01-22
No filing history on record for this holder in this stock.