KANAWHA CAPITAL MANAGEMENT LLC
Position in AMAT — Applied Materials Inc /De
CIK 1164478
RICHMOND, VA
Position in AMAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,816,808
+$1,630,114 QoQ
Shares Held
3,896
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,500
of 3,488 holders
Holding Since
Dec 2020
23 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, 2026KANAWHA CAPITAL MANAGEMENT LLC holds $3,857,481 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (73.0% of the industry book) .
All Filings in AMAT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,816,808 | 3,896 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,186,694 | 3,472 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $892,269 | 3,472 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $707,171 | 3,454 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $632,323 | 3,454 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $501,244 | 3,454 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $561,724 | 3,454 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $710,205 | 3,515 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $836,820 | 3,546 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $624,258 | 3,027 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $480,699 | 2,966 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $431,410 | 3,116 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $441,569 | 3,055 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $387,528 | 3,155 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $336,447 | 3,455 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $229,485 | 2,801 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $285,222 | 3,135 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $413,193 | 3,135 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $496,785 | 3,157 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $406,400 | 3,157 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $448,560 | 3,150 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $420,840 | 3,150 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $262,956 | 3,047 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||