Position in AMAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$167,112,051
+$69,837,593 QoQ
Shares Held
231,137
-18.8% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#29
of 1,464 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Boston Trust Walden Corp holds $389,854,458 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
231,137 | $167,112,051 | |
| 2 | KLAC |
Kla Corp
|
370,140 | $111,674,938 | |
| 3 | ACLS |
Axcelis Technologies Inc
|
359,256 | $68,061,048 | |
| 4 | LRCX |
Lam Research Corp
|
66,424 | $28,783,511 | |
| 5 | TER |
Teradyne, Inc
|
24,507 | $11,857,466 | |
| 6 | ASML |
Asml Holding NV
|
1,189 | $2,365,444 |
All Filings in AMAT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,112,051 | 231,137 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $97,274,458 | 284,603 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $103,111,326 | 401,227 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $96,820,931 | 472,897 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $107,150,137 | 585,296 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $81,977,271 | 564,893 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $96,308,834 | 592,196 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $119,808,577 | 592,965 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $133,951,699 | 567,616 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $117,227,524 | 568,431 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $65,710,146 | 405,443 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $45,044,152 | 325,346 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $40,632,217 | 281,114 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $34,273,131 | 279,029 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $20,480,085 | 210,311 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $17,388,905 | 212,241 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $19,102,069 | 209,959 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $25,739,881 | 195,295 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $26,936,098 | 171,175 | Shares | Defined | 2022-01-21 | |
| 2021-06-30 | $213,600 | 1,500 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $200,400 | 1,500 | Shares | Defined | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||