Position in AMAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$16,232,073
+$7,524,290 QoQ
Shares Held
22,451
-11.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#752
of 3,488 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Choate Investment Advisors holds $31,445,241 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
22,451 | $16,232,073 | |
| 2 | LRCX |
Lam Research Corp
|
12,144 | $5,262,359 | |
| 3 | KLAC |
Kla Corp
|
11,388 | $3,435,873 | |
| 4 | Q |
Qnity Electronics, Inc.
|
17,738 | $2,896,792 | |
| 5 | ASML |
Asml Holding NV
|
1,145 | $2,277,908 | |
| 6 | TER |
Teradyne, Inc
|
2,770 | $1,340,236 |
All Filings in AMAT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,232,073 | 22,451 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,707,783 | 25,477 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,445,052 | 25,079 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,497,064 | 26,849 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,603,478 | 25,146 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,676,324 | 25,333 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,445,816 | 27,337 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,335,534 | 26,407 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,227,068 | 26,387 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,377,241 | 26,074 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,021,816 | 49,496 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,804,679 | 49,149 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,778,926 | 46,900 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $5,675,237 | 46,204 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,102,522 | 42,129 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,393,465 | 17,008 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,609,254 | 17,688 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,417,705 | 25,931 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,011,038 | 6,425 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||