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Applied Materials shares owned by Poehling Capital Management

Quarter-by-quarter ownership of Applied Materials (AMAT) shares owned by Poehling Capital Management from 13F filings

Historical chart of Poehling Capital Management investment in Applied Materials

Tip: Access up to 7 years of quarterly data

All positions including Applied Materials held by Poehling Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Applied Materials by Poehling Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $393k 1.2k 341.79
2018-06-30 $46k 998 46.09
2018-03-31 $55k 998 55.11
2017-12-31 $51k 998 51.10

More positions owned by Poehling Capital Management

Fairfax Financial Holdings Lim (FRFHF)
Berkshire Hathaway Class B Cl B New (BRK.B)
Markel Corporation (MKL)
Alphabet Inc Class Class C Cap Stk Cl C (GOOG)
Charles Schwab Corporation (SCHW)
Fiserv (FISV)
Apple (AAPL)
Pepsi (PEP)
Wells Fargo & Company (WFC)
Cannae Holdings (CNNE)
Alimentation Couche-ta F Class A
Viatris (VTRS)
Hershey Company (HSY)
Mastercard Inc Class Class A Cl A (MA)
Diageo Plc F Sponsored Adr 1 Adr Reps 4 Ord Spon Adr New (DEO)

View all positions for Poehling Capital Management

Top funds holding Applied Materials

BlackRock
Vanguard Group
Vanguard Capital Management
State Street Corporation
Capital Research Global Investors
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Ubs Global Asset Management Americas
Invesco
Northern Trust
Ameriprise Financial
Sanders Capital
Bank of New York Mellon
Goldman Sachs Group

View all funds holding Applied Materials