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Jacobs & Co

SEC CIK
0001055544
Latest filing
Jul 8, 2026

AMAT holding history

Applied Materials Inc in every 13F filed by Jacobs & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMAT overviewAll 13F holders of AMATFull Q2 2026 holdings

Shares (Q2 2026)
58,701
Value
$42.4M
% of portfolio
3.6%
Quarters held
22
Since Q1 2021
Holdings of AMAT by Jacobs & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202658,701$42.4M3.6%−4,583−7.2%ReducedHolders
Q1 202663,284$21.6M2.1%−5,138−7.5%ReducedHolders
Q4 202568,422$17.6M1.7%−4,269−5.9%ReducedHolders
Q3 202572,691$14.9M1.4%−435−0.6%ReducedHolders
Q2 202573,126$13.4M1.3%+1,310+1.8%AddedHolders
Q1 202571,816$10.4M1.1%+3,143+4.6%AddedHolders
Q4 202468,673$11.2M1.1%+2,690+4.1%AddedHolders
Q3 202465,983$13.3M1.3%+1,142+1.8%AddedHolders
Q2 202464,841$15.3M1.6%−3,559−5.2%ReducedHolders
Q1 202468,400$14.1M1.5%−3,247−4.5%ReducedHolders
Q4 202371,647$11.6M1.3%−1,905−2.6%ReducedHolders
Q3 202373,552$10.2M1.3%−4,447−5.7%ReducedHolders
Q2 202377,999$11.3M1.3%−3,084−3.8%ReducedHolders
Q1 202381,083$9.96M1.2%−600−0.7%ReducedHolders
Q4 202281,683$7.95M1.0%−615−0.7%ReducedHolders
Q3 202282,298$6.74M1.0%+280.0%AddedHolders
Q2 202282,270$7.48M1.0%−3,418−4.0%ReducedHolders
Q1 202285,688$11.3M1.3%−1,471−1.7%ReducedHolders
Q4 202187,159$13.7M1.4%−813−0.9%ReducedHolders
Q3 202187,972$11.3M1.3%−1,279−1.4%ReducedHolders
Q2 202189,251$12.7M1.5%−5,139−5.4%ReducedHolders
Q1 202194,390$12.6M1.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.