Institute for Wealth Management, LLC.
Position in AMAT — Applied Materials Inc /De
CIK 1533954
DENVER, CO
Position in AMAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$13,621,320
+$7,122,525 QoQ
Shares Held
18,840
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#817
of 3,497 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $54,847,403 across 10 Semiconductor Equipment & Materials names. AMAT ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
72,370 | $31,360,092 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
18,840 | $13,621,320 | |
| 3 | KLAC |
Kla Corp
|
23,230 | $7,008,723 | |
| 4 | ASML |
Asml Holding NV
|
736 | $1,464,227 | |
| 5 | Q |
Qnity Electronics, Inc.
|
3,724 | $608,166 | |
| 6 | TER |
Teradyne, Inc
|
1,136 | $549,642 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
1,119 | $125,641 | |
| 8 | FORM |
Formfactor Inc
|
365 | $58,374 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,621,320 | 18,840 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,498,795 | 19,014 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,958,365 | 19,294 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,030,511 | 19,686 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,615,815 | 19,751 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,866,990 | 19,756 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,229,181 | 19,856 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,022,815 | 19,910 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,785,405 | 20,278 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,179,869 | 20,268 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,293,748 | 20,323 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,822,718 | 20,388 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,958,444 | 20,468 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,518,506 | 20,504 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,022,972 | 20,774 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,689,478 | 20,621 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,883,013 | 20,697 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,727,864 | 20,697 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,228,240 | 20,515 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,571,381 | 19,975 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,904,817 | 20,399 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,758,439 | 20,647 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,844,748 | 21,376 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,272,705 | 21,408 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,298,647 | 21,483 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,009,735 | 22,037 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||