Obermeyer Wealth Partners

Position in AMAT — Applied Materials Inc /De

CIK 1349654 ASPEN, CO

Position in AMAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,778,307

+$2,515,658 QoQ

Shares Held

6,609

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,242

of 3,488 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Obermeyer Wealth Partners holds $92,602,792 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	42,402	$84,356,230
2	AMAT	Applied Materials Inc /De This page	6,609	$4,778,307
3	Q	Qnity Electronics, Inc.	17,082	$2,789,661
4	LRCX	Lam Research Corp	1,566	$678,594

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,778,307	6,609	-0.2%	Shares	Sole	2026-07-29
2026-03-31	$2,262,649	6,620	+8.2%	Shares	Sole	2026-04-21
2025-12-31	$1,572,778	6,120	-1.6%	Shares	Sole	2026-01-29
2025-09-30	$1,272,868	6,217	-0.1%	Shares	Sole	2025-10-27
2025-06-30	$1,139,610	6,225	-11.3%	Shares	Sole	2025-08-05
2025-03-31	$1,018,742	7,020	-0.2%	Shares	Sole	2025-05-06
2024-12-31	$1,143,614	7,032	+0.2%	Shares	Sole	2025-02-14
2024-09-30	$1,417,784	7,017	-1.9%	Shares	Sole	2024-11-05
2024-06-30	$1,688,744	7,156	+2.2%	Shares	Sole	2024-08-01
2024-03-31	$1,444,022	7,002	-3.3%	Shares	Sole	2024-05-07
2023-12-31	$1,173,710	7,242	+12.7%	Shares	Sole	2024-01-31
2023-09-30	$889,818	6,427	+0.8%	Shares	Sole	2023-11-08
2023-06-30	$921,876	6,378	0.0%	Shares	Sole	2023-08-07
2023-03-31	$783,409	6,378	-2.5%	Shares	Sole	2023-05-09
2022-12-31	$636,865	6,540	+0.3%	Shares	Sole	2023-02-08
2022-09-30	$534,347	6,522	0.0%	Shares	Sole	2022-12-09
2022-06-30	$593,371	6,522	0.0%	Shares	Sole	2022-08-15
2022-03-31	$859,599	6,522	+22.5%	Shares	Sole	2022-05-16
2021-12-31	$837,469	5,322	0.0%	Shares	Sole	2022-01-31
2021-09-30	$685,101	5,322	0.0%	Shares	Sole	2021-10-19
2021-06-30	$757,852	5,322	0.0%	Shares	Sole	2021-07-29
2021-03-31	$711,019	5,322	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.