BSW Wealth Partners

Position in AMAT — Applied Materials Inc /De

CIK 1512601 BOULDER, CO

Position in AMAT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,052,506

+$1,557,859 QoQ

Shares Held

4,222

-3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#1,461

of 3,497 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BSW Wealth Partners holds $11,084,372 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	10,210	$4,424,299
2	AMAT	Applied Materials Inc /De This page	4,222	$3,052,506
3	ASML	Asml Holding NV	1,034	$2,057,080
4	KLAC	Kla Corp	5,139	$1,550,487

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,052,506	4,222	-3.5%	Shares	Sole	2026-07-15
2026-03-31	$1,494,647	4,373	-7.7%	Shares	Sole	2026-04-14
2025-12-31	$1,218,132	4,740	+1.2%	Shares	Sole	2026-01-23
2025-09-30	$958,592	4,682	-3.8%	Shares	Sole	2025-10-15
2025-06-30	$890,635	4,865	+0.1%	Shares	Sole	2025-07-18
2025-03-31	$704,992	4,858	-12.9%	Shares	Sole	2025-04-24
2024-12-31	$907,150	5,578	+31.0%	Shares	Sole	2025-01-22
2024-09-30	$860,530	4,259	+1.3%	Shares	Sole	2024-10-29
2024-06-30	$991,865	4,203	+7.2%	Shares	Sole	2024-07-16
2024-03-31	$808,215	3,919	-2.7%	Shares	Sole	2024-04-23
2023-12-31	$652,655	4,027	+0.5%	Shares	Sole	2024-01-25
2023-09-30	$554,907	4,008	-24.8%	Shares	Sole	2023-10-27
2023-06-30	$770,253	5,329	-1.5%	Shares	Sole	2023-08-11
2023-03-31	$664,510	5,410	-7.2%	Shares	Sole	2023-05-15
2022-12-31	$567,628	5,829	-16.0%	Shares	Sole	2023-02-14
2022-09-30	$568,266	6,936	+2.8%	Shares	Sole	2022-11-14
2022-06-30	$613,842	6,747	+7.7%	Shares	Sole	2022-08-15
2022-03-31	$825,595	6,264	+0.2%	Shares	Sole	2022-05-16
2021-12-31	$983,814	6,252	+8.7%	Shares	Sole	2022-02-14
2021-09-30	$740,068	5,749	-33.1%	Shares	Sole	2021-11-15
2021-06-30	$1,224,497	8,599	+8.0%	Shares	Sole	2021-08-16
2021-03-31	$1,063,990	7,964	+34.2%	Shares	Sole	2021-05-17
2020-12-31	$512,190	5,935	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.