GRIMES & Co WEALTH MANAGEMENT, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1321993 WESTBOROUGH, MA

Position in AMAT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$45,417,414

+$23,818,679 QoQ

Shares Held

62,818

-0.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

2.68%

of 13F equity value

Holder Rank

#481

of 3,497 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $93,834,317 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (48.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	62,818	$45,417,414
2	ASML	Asml Holding NV	11,100	$22,082,782
3	KLAC	Kla Corp	63,613	$19,192,677
4	LRCX	Lam Research Corp	15,874	$6,878,679
5	Q	Qnity Electronics, Inc.	1,609	$262,765

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,417,414	62,818	-0.6%	Shares	Sole	2026-07-17
2026-03-31	$21,598,735	63,193	+3.5%	Shares	Sole	2026-04-21
2025-12-31	$15,684,613	61,032	-8.4%	Shares	Sole	2026-02-03
2025-09-30	$13,640,597	66,624	-8.7%	Shares	Sole	2025-10-27
2025-06-30	$13,364,476	73,002	-3.7%	Shares	Sole	2025-07-22
2025-03-31	$11,002,127	75,814	+1.2%	Shares	Sole	2025-04-17
2024-12-31	$12,186,028	74,931	+0.7%	Shares	Sole	2025-01-21
2024-09-30	$15,027,266	74,374	-1.5%	Shares	Sole	2024-10-22
2024-06-30	$17,820,548	75,514	-22.7%	Shares	Sole	2024-07-22
2024-03-31	$20,151,145	97,712	+0.7%	Shares	Sole	2024-04-17
2023-12-31	$15,720,303	96,997	+0.7%	Shares	Sole	2024-01-24
2023-09-30	$13,337,580	96,335	+1.6%	Shares	Sole	2023-10-19
2023-06-30	$13,707,017	94,832	+1.3%	Shares	Sole	2023-07-19
2023-03-31	$11,501,309	93,636	-12.3%	Shares	Sole	2023-04-20
2022-12-31	$10,393,464	106,731	+3242.7%	Shares	Sole	2023-01-25
2022-09-30	$261,602	3,193	+1.4%	Shares	Sole	2022-10-28
2022-06-30	$286,587	3,150	+1.4%	Shares	Sole	2022-07-22
2022-03-31	$409,502	3,107	+0.1%	Shares	Sole	2022-05-06
2021-12-31	$488,602	3,105	-37.6%	Shares	Sole	2022-02-01
2021-09-30	$640,045	4,972	+0.0%	Shares	Sole	2021-11-08
2021-06-30	$707,728	4,970	+0.0%	Shares	Sole	2021-08-04
2021-03-31	$663,724	4,968	+1.3%	Shares	Sole	2021-05-12
2020-12-31	$423,301	4,905	+0.1%	Shares	Sole	2021-02-02
2020-09-30	$291,423	4,902	+0.1%	Shares	Sole	2020-11-12
2020-06-30	$296,023	4,897	-8.3%	Shares	Sole	2020-07-31
2020-03-31	$244,816	5,343	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.