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FIRST FOUNDATION ADVISORS

Endowment

Position in AMAT — Applied Materials Inc /De

CIK 1086763 Irvine, CA

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$24,782,994
+$12,933,819 QoQ
Shares Held
34,278
-1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#618
of 3,489 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 93% Shared 0% None 7%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $37,970,469 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (65.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
This page
34,278 $24,782,994

All Filings in AMAT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $24,782,994 34,278
2026-03-31 $11,849,175 34,668
2025-12-31 $8,905,474 34,653
2025-09-30 $7,958,448 38,871
2025-06-30 $14,560,654 79,536
2025-03-31 $13,573,073 93,530
2024-12-31 $16,043,448 98,650
2024-09-30 $19,607,335 97,042
2024-06-30 $24,064,843 101,974
2024-03-31 $19,961,000 96,790
2023-12-31 $16,148,005 99,636
2023-09-30 $14,960,076 108,054
2023-06-30 $14,508,057 100,374
2023-03-31 $13,690,754 111,461
2022-12-31 $12,781,125 131,250
2022-09-30 $13,131,084 160,272
2022-06-30 $14,591,736 160,384
2022-03-31 $17,986,482 136,468
2021-12-31 $19,136,392 121,609
2021-09-30 $493,035 3,830
2021-06-30 $460,806 3,236
2021-03-31 $550,031 4,117
2020-12-31 $380,755 4,412
2020-09-30 $234,946 3,952
2020-06-30 $239,623 3,964
2020-03-31 $222,547 4,857