Welch & Forbes LLC

Position in AMAT — Applied Materials Inc /De

CIK 105495 Boston, MA

Position in AMAT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$4,942,428

+$2,640,131 QoQ

Shares Held

6,836

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,223

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Technology · as of Jun 30, 2026

Welch & Forbes LLC holds $10,199,600 across 8 Semiconductor Equipment & Materials names. AMAT ranks #1 (48.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	6,836	$4,942,428
2	ASML	Asml Holding NV	694	$1,380,671
3	KLAC	Kla Corp	3,010	$908,147
4	TER	Teradyne, Inc	1,705	$824,947
5	FORM	Formfactor Inc	5,000	$799,650
6	ENTG	Entegris Inc	2,925	$526,090
7	Q	Qnity Electronics, Inc.	2,839	$463,637
8	LRCX	Lam Research Corp	817	$354,030

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,942,428	6,836	+1.5%	Shares	Sole	2026-07-30
2026-03-31	$2,302,297	6,736	0.0%	Shares	Sole	2026-05-01
2025-12-31	$1,731,084	6,736	-0.5%	Shares	Sole	2026-02-10
2025-09-30	$1,385,475	6,767	-2.9%	Shares	Sole	2025-11-04
2025-06-30	$1,275,448	6,967	-1.9%	Shares	Sole	2025-08-05
2025-03-31	$1,030,352	7,100	-2.1%	Shares	Sole	2025-05-02
2024-12-31	$1,180,043	7,256	+6.5%	Shares	Sole	2025-02-07
2024-09-30	$1,376,768	6,814	+1.1%	Shares	Sole	2024-11-04
2024-06-30	$1,590,336	6,739	-1.0%	Shares	Sole	2024-08-02
2024-03-31	$1,404,013	6,808	-3.3%	Shares	Sole	2024-05-03
2023-12-31	$1,141,134	7,041	-0.1%	Shares	Sole	2024-02-06
2023-09-30	$975,795	7,048	+0.2%	Shares	Sole	2023-11-03
2023-06-30	$1,016,549	7,033	+4.4%	Shares	Sole	2023-07-28
2023-03-31	$827,751	6,739	0.0%	Shares	Sole	2023-04-14
2022-12-31	$656,243	6,739	+4.7%	Shares	Sole	2023-02-02
2022-09-30	$527,547	6,439	+14.6%	Shares	Sole	2022-10-31
2022-06-30	$511,125	5,618	0.0%	Shares	Sole	2022-07-22
2022-03-31	$740,452	5,618	+1.7%	Shares	Sole	2022-04-25
2021-12-31	$869,571	5,526	+0.1%	Shares	Sole	2022-01-19
2021-09-30	$710,332	5,518	0.0%	Shares	Sole	2021-10-13
2021-06-30	$785,763	5,518	0.0%	Shares	Sole	2021-07-22
2021-03-31	$737,204	5,518	0.0%	Shares	Sole	2021-04-14
2020-12-31	$476,203	5,518	0.0%	Shares	Sole	2021-01-20
2020-09-30	$328,045	5,518	-13.8%	Shares	Sole	2020-10-23
2020-06-30	$386,880	6,400	0.0%	Shares	Sole	2020-07-15
2020-03-31	$293,248	6,400	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.