Annex Advisory Services, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1542287 BROOKFIELD, WI

Position in AMAT

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$10,949,835

+$5,200,586 QoQ

Shares Held

15,145

-10.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#879

of 3,488 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Annex Advisory Services, LLC holds $63,528,113 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	24,688	$49,115,292
2	AMAT	Applied Materials Inc /De This page	15,145	$10,949,835
3	CAMT	Camtek Ltd	15,272	$2,491,168
4	LRCX	Lam Research Corp	1,215	$526,495
5	KLAC	Kla Corp	1,476	$445,323

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,949,835	15,145	-10.0%	Shares	Sole	2026-07-10
2026-03-31	$5,749,249	16,821	-6.4%	Shares	Sole	2026-04-16
2025-12-31	$4,617,596	17,968	+36.1%	Shares	Sole	2026-01-26
2025-09-30	$2,702,158	13,198	-18.2%	Shares	Sole	2025-10-17
2025-06-30	$2,953,468	16,133	-17.0%	Shares	Sole	2025-07-11
2025-03-31	$2,819,101	19,426	-40.2%	Shares	Sole	2025-04-11
2024-12-31	$5,281,246	32,474	-75.8%	Shares	Sole	2025-01-16
2024-09-30	$27,146,225	134,354	+25.7%	Shares	Sole	2024-10-10
2024-06-30	$25,233,702	106,927	+13.7%	Shares	Sole	2024-07-12
2024-03-31	$19,387,888	94,011	-6.7%	Shares	Sole	2024-04-12
2023-12-31	$16,337,142	100,803	+37.1%	Shares	Sole	2024-02-13
2023-09-30	$10,182,997	73,550	+15.3%	Shares	Sole	2023-11-01
2023-06-30	$9,219,050	63,782	-31.0%	Shares	Sole	2023-07-24
2023-03-31	$11,347,403	92,383	+2.3%	Shares	Sole	2023-04-27
2022-12-31	$8,792,148	90,287	+38.2%	Shares	Sole	2023-01-30
2022-09-30	$5,351,339	65,316	+9.9%	Shares	Sole	2022-10-24
2022-06-30	$5,405,212	59,411	+13.4%	Shares	Sole	2022-07-27
2022-03-31	$6,903,815	52,381	+21.1%	Shares	Sole	2022-04-13
2021-12-31	$6,809,124	43,271	+5.8%	Shares	Sole	2022-01-31
2021-09-30	$5,264,670	40,897	+16.6%	Shares	Sole	2021-10-18
2021-06-30	$4,994,680	35,075	+11.4%	Shares	Sole	2021-07-29
2021-03-31	$4,204,659	31,472	-2.2%	Shares	Sole	2021-04-22
2020-12-31	$2,778,083	32,191	+0.3%	Shares	Sole	2021-01-28
2020-09-30	$1,907,334	32,083	-3.1%	Shares	Sole	2020-10-23
2020-06-30	$2,001,983	33,118	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.