Position in AMAT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$22,469,394
+$12,611,829 QoQ
Shares Held
31,078
+7.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#649
of 3,488 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Composition Wealth, LLC holds $33,043,205 across 7 Semiconductor Equipment & Materials names. AMAT ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
31,078 | $22,469,394 | |
| 2 | KLAC |
Kla Corp
|
10,179 | $3,071,106 | |
| 3 | LRCX |
Lam Research Corp
|
6,717 | $2,910,677 | |
| 4 | ASML |
Asml Holding NV
|
1,405 | $2,795,163 | |
| 5 | Q |
Qnity Electronics, Inc.
|
7,346 | $1,199,675 | |
| 6 | TER |
Teradyne, Inc
|
775 | $374,976 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
2,577 | $222,214 |
All Filings in AMAT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,469,394 | 31,078 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $9,857,565 | 28,841 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,589,994 | 25,643 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,902,908 | 23,947 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,138,114 | 22,604 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,890,768 | 13,029 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,036,452 | 12,522 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,398,333 | 11,870 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,321,197 | 9,836 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,989,088 | 9,645 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,346,639 | 8,309 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $276,207 | 1,995 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $287,923 | 1,992 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $244,431 | 1,990 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||