Position in AMAT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,708,421
+$891,040 QoQ
Shares Held
10,850
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
6 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 Mar 31, 2026IMA Advisory Services, Inc. holds $10,095,358 across 9 Semiconductor Equipment & Materials names. AMAT ranks #2 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ONTO |
Onto Innovation Inc.
|
21,970 | $4,505,387 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
10,850 | $3,708,421 | |
| 3 | ASML |
Asml Holding NV
|
1,410 | $1,862,370 | |
| 4 | LRCX |
Lam Research Corp
|
43 | $9,187 | |
| 5 | ENTG |
Entegris Inc
|
30 | $3,517 | |
| 6 | ATEYY |
Advantest Corp
|
25 | $3,395 | |
| 7 | KLAC |
Kla Corp
|
1 | $1,472 | |
| 8 | TER |
Teradyne, Inc
|
3 | $889 |
All Filings in AMAT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,708,421 | 10,850 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,817,381 | 10,963 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,249,068 | 10,985 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,921,136 | 10,494 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $866,366 | 5,970 | Shares | Sole | 2025-05-06 | |
| 2022-12-31 | $1,947 | 20 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||