Jacobsen Capital Management
Position in AMAT — Applied Materials Inc /De
CIK 1782491
SALT LAKE CITY, UT
Position in AMAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$926,886
+$409,075 QoQ
Shares Held
1,282
-15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#2,178
of 3,486 holders
Holding Since
Mar 2024
9 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, 2026Jacobsen Capital Management holds $2,963,139 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (31.3% of the industry book) .
All Filings in AMAT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $926,886 | 1,282 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $517,811 | 1,515 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $385,485 | 1,500 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $310,385 | 1,516 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $277,534 | 1,516 | Shares | Sole | 2025-07-30 | |
| 2024-12-31 | $209,630 | 1,289 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $233,973 | 1,158 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $286,255 | 1,213 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $229,533 | 1,113 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||