Position in AMAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$17,405,502
+$9,926,796 QoQ
Shares Held
24,074
+10.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#735
of 3,488 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Derivatives in AMAT
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$723,000
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Welch Group, LLC holds $19,498,890 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (89.3% of the industry book) .
All Filings in AMAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,405,502 | 24,074 | Shares | Sole | 2026-07-23 | |
| 2026-06-30 | $723,000 | 1,000 | Put | Sole | 2026-07-23 | |
| 2026-03-31 | $7,478,706 | 21,881 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $492,906 | 1,918 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $356,452 | 1,741 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $309,571 | 1,691 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $242,495 | 1,671 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $259,882 | 1,598 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $304,085 | 1,505 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $253,453 | 1,074 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $223,965 | 1,086 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||