EVERMAY WEALTH MANAGEMENT LLC

Position in AMAT — Applied Materials Inc /De

CIK 1066816 ARLINGTON, VA

Position in AMAT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,350,473

+$1,324,762 QoQ

Shares Held

3,251

+8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#1,599

of 3,487 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $4,246,864 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (55.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	3,251	$2,350,473
2	LRCX	Lam Research Corp	3,720	$1,611,987
3	ASML	Asml Holding NV	54	$107,429
4	KLAC	Kla Corp	210	$63,359
5	Q	Qnity Electronics, Inc.	355	$57,975
6	TER	Teradyne, Inc	115	$55,641

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,350,473	3,251	+8.3%	Shares	Sole	2026-07-27
2026-03-31	$1,025,711	3,001	+0.5%	Shares	Sole	2026-05-12
2025-12-31	$767,629	2,987	+0.1%	Shares	Sole	2026-01-22
2025-09-30	$610,944	2,984	0.0%	Shares	Sole	2025-11-05
2025-06-30	$546,280	2,984	-2.8%	Shares	Sole	2025-07-30
2025-03-31	$445,373	3,069	-5.3%	Shares	Sole	2025-05-07
2024-12-31	$527,246	3,242	-21.7%	Shares	Sole	2025-01-24
2024-09-30	$836,689	4,141	+2.5%	Shares	Sole	2024-10-25
2024-06-30	$953,399	4,040	0.0%	Shares	Sole	2024-08-01
2024-03-31	$833,169	4,040	-0.2%	Shares	Sole	2024-05-14
2023-12-31	$655,897	4,047	-5.7%	Shares	Sole	2024-02-12
2023-09-30	$593,950	4,290	+0.2%	Shares	Sole	2023-11-14
2023-06-30	$619,064	4,283	+0.3%	Shares	Sole	2023-08-10
2023-03-31	$524,361	4,269	-10.5%	Shares	Sole	2023-05-15
2022-12-31	$464,405	4,769	+11.7%	Shares	Sole	2023-01-19
2022-09-30	$349,759	4,269	0.0%	Shares	Sole	2022-11-14
2022-06-30	$388,393	4,269	0.0%	Shares	Sole	2022-08-15
2022-03-31	$562,654	4,269	-14.4%	Shares	Sole	2022-05-16
2021-12-31	$785,069	4,989	0.0%	Shares	Sole	2022-02-14
2021-06-30	$710,433	4,989	0.0%	Shares	Sole	2021-08-13
2021-03-31	$666,530	4,989	-12.9%	Shares	Sole	2021-05-10
2020-12-31	$494,412	5,729	-1.4%	Shares	Sole	2021-02-16
2020-09-30	$345,345	5,809	0.0%	Shares	Sole	2020-11-05
2020-06-30	$351,154	5,809	-4.9%	Shares	Sole	2020-07-20
2020-03-31	$279,914	6,109	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.