Position in AMAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,100,305
+$9,358,348 QoQ
Shares Held
25,035
-2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.87%
of 13F equity value
Holder Rank
#723
of 3,487 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 45%
Shared 55%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026PUZO MICHAEL J holds $19,920,639 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (90.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
25,035 | $18,100,305 | |
| 2 | ASML |
Asml Holding NV
|
915 | $1,820,334 |
All Filings in AMAT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,100,305 | 25,035 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,741,957 | 25,577 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,610,550 | 25,723 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,523,982 | 17,212 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,701,815 | 9,296 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||