Heritage Wealth Advisors

Position in AMAT — Applied Materials Inc /De

CIK 1591122 RICHMOND, VA

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,744,326

+$2,914,725 QoQ

Shares Held

6,562

+22.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,244

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Technology · as of Jun 30, 2026

Heritage Wealth Advisors holds $5,562,606 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (85.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	6,562	$4,744,326
2	KLAC	Kla Corp	1,250	$377,137
3	LRCX	Lam Research Corp	730	$316,330
4	Q	Qnity Electronics, Inc.	411	$67,120
5	ASML	Asml Holding NV	29	$57,693

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,744,326	6,562	+22.6%	Shares	Sole	2026-08-14
2026-03-31	$1,829,601	5,353	+10.1%	Shares	Sole	2026-05-14
2025-12-31	$1,249,228	4,861	0.0%	Shares	Sole	2026-02-13
2025-09-30	$995,241	4,861	0.0%	Shares	Sole	2025-11-13
2025-06-30	$889,903	4,861	0.0%	Shares	Sole	2025-08-11
2025-03-31	$705,428	4,861	-7.2%	Shares	Sole	2025-05-08
2024-12-31	$851,530	5,236	-0.6%	Shares	Sole	2025-02-12
2024-09-30	$1,063,995	5,266	+1.2%	Shares	Sole	2024-11-12
2024-06-30	$1,228,563	5,206	0.0%	Shares	Sole	2024-12-12
2024-03-31	$1,073,633	5,206	+0.8%	Shares	Sole	2024-12-12
2023-12-31	$836,767	5,163	0.0%	Shares	Sole	2024-12-12
2023-09-30	$714,817	5,163	-1.6%	Shares	Sole	2024-12-12
2023-06-30	$758,401	5,247	+1.6%	Shares	Sole	2024-12-12
2023-03-31	$634,171	5,163	0.0%	Shares	Sole	2023-05-04
2022-12-31	$502,772	5,163	-5.6%	Shares	Sole	2024-12-12
2022-09-30	$447,993	5,468	-6.4%	Shares	Sole	2024-12-12
2022-06-30	$531,778	5,845	-5.2%	Shares	Sole	2022-08-04
2022-03-31	$812,283	6,163	-64.1%	Shares	Sole	2022-05-11
2021-12-31	$2,700,612	17,162	0.0%	Shares	Sole	2022-03-28
2021-09-30	$2,209,264	17,162	-0.1%	Shares	Sole	2021-11-02
2021-06-30	$2,445,292	17,172	0.0%	Shares	Sole	2021-08-09
2021-03-31	$2,294,179	17,172	0.0%	Shares	Sole	2021-04-27
2020-12-31	$1,481,943	17,172	+232.6%	Shares	Sole	2021-02-01
2020-09-30	$306,940	5,163	0.0%	Shares	Sole	2020-11-03
2020-06-30	$312,103	5,163	0.0%	Shares	Sole	2020-07-17
2020-03-31	$236,568	5,163	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.