Janney Montgomery Scott LLC
Position in AMAT — Applied Materials Inc /De
CIK 1329948
PHILADELPHIA, PA
Position in AMAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$137,914,419
+$61,383,537 QoQ
Shares Held
190,753
-14.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#271
of 3,506 holders
Holding Since
Mar 2020
19 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, 2026Janney Montgomery Scott LLC holds $524,272,815 across 20 Semiconductor Equipment & Materials names. AMAT ranks #2 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
365,882 | $158,547,647 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
190,753 | $137,914,419 | |
| 3 | ASML |
Asml Holding NV
|
47,367 | $94,233,799 | |
| 4 | KLAC |
Kla Corp
|
271,609 | $81,947,151 | |
| 5 | Q |
Qnity Electronics, Inc.
|
147,581 | $24,101,453 | |
| 6 | TER |
Teradyne, Inc
|
20,078 | $9,714,539 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
24,289 | $3,463,368 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
12,620 | $2,390,859 |
All Filings in AMAT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,914,419 | 190,753 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $76,530,882 | 223,912 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $58,609,653 | 228,062 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $36,458,256 | 178,071 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $32,657,308 | 178,387 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $27,487,759 | 189,414 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $29,898,061 | 183,841 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $25,575,084 | 126,578 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $29,911,496 | 126,749 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $40,936,242 | 198,498 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $29,847,782 | 184,166 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $15,670,185 | 113,183 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,235,310 | 98,487 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $9,585,113 | 98,430 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $13,576,291 | 165,706 | Shares | Sole | 2022-10-25 | |
| 2020-12-31 | $15,578,099 | 180,511 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $10,190,324 | 171,410 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,454,076 | 73,682 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,862,647 | 106,125 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||