LVW Advisors, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1576053 PITTSFORD, NY

Position in AMAT

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

Position Value

$2,550,744

+$1,280,995 QoQ

Shares Held

3,528

-5.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#1,546

of 3,488 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LVW Advisors, LLC holds $10,766,077 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	8,436	$3,655,571
2	ASML	Asml Holding NV	1,410	$2,805,110
3	AMAT	Applied Materials Inc /De This page	3,528	$2,550,744
4	KLAC	Kla Corp	4,722	$1,424,674
5	TER	Teradyne, Inc	682	$329,978

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,550,744	3,528	-5.0%	Shares	Sole	2026-07-15
2026-03-31	$1,269,749	3,715	+35.8%	Shares	Sole	2026-04-20
2025-12-31	$703,124	2,736	-25.4%	Shares	Sole	2026-01-14
2025-09-30	$750,576	3,666	-3.4%	Shares	Sole	2025-10-20
2025-06-30	$694,933	3,796	+12.9%	Shares	Sole	2025-07-17
2025-03-31	$487,748	3,361	+3.6%	Shares	Sole	2025-04-09
2024-12-31	$527,571	3,244	-19.7%	Shares	Sole	2025-01-16
2024-09-30	$815,877	4,038	-11.0%	Shares	Sole	2024-10-09
2024-06-30	$1,070,686	4,537	+23.5%	Shares	Sole	2024-07-15
2024-03-31	$757,689	3,674	+18.1%	Shares	Sole	2024-04-18
2023-12-31	$504,199	3,111	+1.0%	Shares	Sole	2024-01-16
2023-09-30	$426,287	3,079	-1.5%	Shares	Sole	2023-10-11
2023-06-30	$451,832	3,126	-8.3%	Shares	Sole	2023-07-14
2023-03-31	$418,727	3,409	+11.6%	Shares	Sole	2023-05-03
2022-12-31	$297,495	3,055	-1.4%	Shares	Sole	2023-01-19
2022-09-30	$253,901	3,099	-3.5%	Shares	Sole	2022-10-14
2022-06-30	$292,045	3,210	+1.0%	Shares	Sole	2022-07-22
2022-03-31	$418,992	3,179	+1.6%	Shares	Sole	2022-05-02
2021-12-31	$492,222	3,128	-12.9%	Shares	Sole	2022-01-26
2021-09-30	$462,269	3,591	+19.9%	Shares	Sole	2021-11-02
2021-06-30	$426,488	2,995	-1.2%	Shares	Sole	2021-07-15
2021-03-31	$404,808	3,030	-16.4%	Shares	Sole	2021-04-19
2020-12-31	$312,837	3,625	-17.4%	Shares	Sole	2021-02-04
2020-09-30	$261,044	4,391	-0.8%	Shares	Sole	2020-10-29
2020-06-30	$267,672	4,428	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.