Cheviot Value Management, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1427147
BEVERLY HILLS, CA
Position in AMAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,713,328
+$1,949,350 QoQ
Shares Held
5,136
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,358
of 3,488 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Cheviot Value Management, LLC holds $4,078,157 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (91.1% of the industry book) .
All Filings in AMAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,713,328 | 5,136 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,763,978 | 5,161 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,326,325 | 5,161 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,056,663 | 5,161 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $944,824 | 5,161 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $790,033 | 5,444 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $821,281 | 5,050 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,081,169 | 5,351 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,262,782 | 5,351 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,144,782 | 5,551 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $899,650 | 5,551 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $768,535 | 5,551 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $802,341 | 5,551 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $694,112 | 5,651 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $550,294 | 5,651 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $462,986 | 5,651 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $514,127 | 5,651 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $761,276 | 5,776 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $908,911 | 5,776 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $743,544 | 5,776 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $893,702 | 6,276 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $860,517 | 6,441 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $555,858 | 6,441 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $382,917 | 6,441 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $389,358 | 6,441 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $295,126 | 6,441 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||