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Grandfield & Dodd, LLC

SEC CIK
0001308016
Latest filing
Aug 7, 2026

AMAT holding history

Applied Materials Inc in every 13F filed by Grandfield & Dodd, LLC, 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)
248,027
Value
$179.3M
% of portfolio
9.4%
Quarters held
22
Since Q1 2021
Holdings of AMAT by Grandfield & Dodd, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026248,027$179.3M9.4%−20,318−7.6%ReducedHolders
Q1 2026268,345$91.7M5.2%−1,562−0.6%ReducedHolders
Q4 2025269,907$69.4M3.9%+396+0.1%AddedHolders
Q3 2025269,511$55.2M3.1%+17,397+6.9%AddedHolders
Q2 2025252,114$46.2M2.7%+29,956+13.5%AddedHolders
Q1 2025222,158$32.2M2.0%+15,648+7.6%AddedHolders
Q4 2024206,510$33.6M2.1%−369−0.2%ReducedHolders
Q3 2024206,879$41.8M2.5%−1,564−0.8%ReducedHolders
Q2 2024208,443$49.2M3.1%−452−0.2%ReducedHolders
Q1 2024208,895$43.1M2.7%−371−0.2%ReducedHolders
Q4 2023209,266$33.9M2.3%−1,192−0.6%ReducedHolders
Q3 2023210,458$29.1M2.1%−3,424−1.6%ReducedHolders
Q2 2023213,882$30.9M2.2%−3,038−1.4%ReducedHolders
Q1 2023216,920$26.6M1.9%+2,178+1.0%AddedHolders
Q4 2022214,742$20.9M1.5%−770−0.4%ReducedHolders
Q3 2022215,512$17.7M1.4%−240.0%ReducedHolders
Q2 2022215,536$19.6M1.5%−1,663−0.8%ReducedHolders
Q1 2022217,199$28.6M1.9%−1,322−0.6%ReducedHolders
Q4 2021218,521$34.4M2.2%−995−0.5%ReducedHolders
Q3 2021219,516$28.3M2.0%−685−0.3%ReducedHolders
Q2 2021220,201$31.4M2.2%−3,575−1.6%ReducedHolders
Q1 2021223,776$29.9M2.2%––Holders

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