Position in AMAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$46,515,651
+$24,950,070 QoQ
Shares Held
64,337
+2.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#474
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, 2026COMMERCE BANK holds $156,838,728 across 7 Semiconductor Equipment & Materials names. AMAT ranks #1 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
64,337 | $46,515,651 | |
| 2 | KLAC |
Kla Corp
|
140,001 | $42,239,700 | |
| 3 | LRCX |
Lam Research Corp
|
68,997 | $29,898,469 | |
| 4 | ASML |
Asml Holding NV
|
13,289 | $26,437,665 | |
| 5 | TER |
Teradyne, Inc
|
10,568 | $5,113,220 | |
| 6 | Q |
Qnity Electronics, Inc.
|
27,578 | $4,503,762 | |
| 7 | ENTG |
Entegris Inc
|
11,844 | $2,130,261 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,515,651 | 64,337 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $21,565,581 | 63,096 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,887,123 | 42,364 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,753,453 | 42,754 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,783,403 | 42,516 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $7,208,255 | 49,671 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $8,233,956 | 50,630 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,611,261 | 52,518 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $11,723,982 | 49,680 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,974,106 | 48,364 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,910,150 | 48,807 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,805,924 | 49,158 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,082,315 | 48,999 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,779,642 | 47,054 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,523,592 | 46,453 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,508,897 | 42,828 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,843,722 | 42,248 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,122,572 | 31,279 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $6,444,521 | 40,954 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,476,045 | 42,539 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,016,969 | 42,254 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $5,678,400 | 42,503 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $3,697,350 | 42,843 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,730,954 | 45,937 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,361,539 | 39,066 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,820,932 | 39,741 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||