Position in AMAT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,847,715
+$2,460,312 QoQ
Shares Held
6,705
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,234
of 3,488 holders
Holding Since
Mar 2020
25 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, 2026B. Riley Wealth Advisors, Inc. holds $18,154,463 across 9 Semiconductor Equipment & Materials names. AMAT ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
17,554 | $7,606,674 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
6,705 | $4,847,715 | |
| 3 | KLAC |
Kla Corp
|
7,462 | $2,251,360 | |
| 4 | ASML |
Asml Holding NV
|
704 | $1,400,565 | |
| 5 | TER |
Teradyne, Inc
|
1,157 | $559,802 | |
| 6 | AEHR |
Aehr Test Systems
|
4,950 | $475,497 | |
| 7 | Q |
Qnity Electronics, Inc.
|
2,563 | $418,563 | |
| 8 | ENTG |
Entegris Inc
|
1,822 | $327,704 |
All Filings in AMAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,847,715 | 6,705 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,387,403 | 6,985 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,184,106 | 12,390 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,780,573 | 13,581 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,561,698 | 13,993 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,644,677 | 10,113 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,470,869 | 12,229 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $2,750,935 | 11,657 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,238,429 | 15,703 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,347,583 | 14,485 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $2,174,080 | 15,703 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $9,014,670 | 62,368 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,611,898 | 13,123 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,532,274 | 15,735 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,459,418 | 17,813 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,182,374 | 12,996 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $2,063,592 | 15,657 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $3,080,950 | 19,579 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $2,242,733 | 17,422 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $2,268,859 | 15,933 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $2,270,131 | 16,992 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,240,389 | 14,373 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $912,081 | 15,342 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $944,529 | 15,625 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $686,520 | 14,983 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||