Modera Wealth Management, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1542143 WESTWOOD, NJ

Position in AMAT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$27,317,109

+$13,875,192 QoQ

Shares Held

37,783

-3.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#599

of 3,497 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Modera Wealth Management, LLC holds $75,529,077 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	37,783	$27,317,109
2	LRCX	Lam Research Corp	59,586	$25,820,401
3	ASML	Asml Holding NV	10,137	$20,166,952
4	Q	Qnity Electronics, Inc.	11,939	$1,949,758
5	KLAC	Kla Corp	911	$274,857

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,317,109	37,783	-3.9%	Shares	Sole	2026-08-03
2026-03-31	$13,441,917	39,328	-5.4%	Shares	Sole	2026-05-06
2025-12-31	$10,683,588	41,572	-2.2%	Shares	Sole	2026-01-21
2025-09-30	$8,702,268	42,504	+2.5%	Shares	Sole	2025-10-31
2025-06-30	$7,588,251	41,450	+393.0%	Shares	Sole	2025-08-06
2025-03-31	$1,220,168	8,408	-6.9%	Shares	Sole	2025-05-08
2024-12-31	$1,468,223	9,028	+0.4%	Shares	Sole	2025-02-06
2024-09-30	$1,817,035	8,993	-2.0%	Shares	Sole	2024-10-24
2024-06-30	$2,166,152	9,179	+3.4%	Shares	Sole	2024-07-29
2024-03-31	$1,831,116	8,879	+2.6%	Shares	Sole	2024-05-14
2023-12-31	$1,402,715	8,655	+4.4%	Shares	Sole	2024-02-14
2023-09-30	$1,147,335	8,287	+3.6%	Shares	Sole	2023-11-30
2023-06-30	$1,156,609	8,002	-9.0%	Shares	Sole	2023-08-07
2021-12-31	$1,383,194	8,790	+501.6%	Shares	Sole	2022-02-04
2021-06-30	$208,046	1,461	—	Shares	Sole	2021-08-02
No filing history on record for this holder in this stock.