Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,695,344
+$1,419,101 QoQ
Shares Held
3,728
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,529
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, 2026DAVIS R M INC holds $105,749,765 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (2.5% 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 | $2,695,344 | 3,728 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,276,243 | 3,734 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $979,388 | 3,811 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $754,671 | 3,686 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $692,370 | 3,782 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $544,635 | 3,753 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $547,575 | 3,367 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $867,400 | 4,293 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $792,690 | 3,359 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $992,791 | 4,814 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $762,863 | 4,707 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $645,453 | 4,662 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $713,593 | 4,937 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $594,374 | 4,839 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $509,005 | 5,227 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $367,537 | 4,486 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $404,951 | 4,451 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $549,737 | 4,171 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $735,028 | 4,671 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $609,150 | 4,732 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $668,995 | 4,698 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $627,652 | 4,698 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $405,437 | 4,698 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $279,296 | 4,698 | Shares | Sole | 2020-12-01 | |
| 2020-06-30 | $251,351 | 4,158 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $202,799 | 4,426 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||