NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1629649 MILWAUKEE, WI

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Position in AMAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$18,396,735

+$9,715,953 QoQ

Shares Held

25,445

+0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#721

of 3,488 holders

Holding Since

Mar 2020

26 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, 2026

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC holds $65,220,815 across 9 Semiconductor Equipment & Materials names. AMAT ranks #1 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	25,445	$18,396,735
2	LRCX	Lam Research Corp	40,096	$17,374,799
3	KLAC	Kla Corp	41,881	$12,635,916
4	ENTG	Entegris Inc	34,305	$6,170,097
5	ONTO	Onto Innovation Inc.	11,190	$4,234,855
6	TER	Teradyne, Inc	5,019	$2,428,392
7	AMKR	Amkor Technology, Inc.	25,649	$2,211,713
8	Q	Qnity Electronics, Inc.	6,713	$1,096,300

All Filings in AMAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,396,735	25,445	+0.2%	Shares	Defined	2026-08-12
2026-03-31	$8,680,782	25,398	-0.2%	Shares	Defined	2026-05-08
2025-12-31	$6,541,423	25,454	-0.5%	Shares	Defined	2026-02-05
2025-09-30	$5,236,634	25,577	-1.3%	Shares	Defined	2025-11-07
2025-06-30	$4,744,991	25,919	+0.3%	Shares	Defined	2025-08-12
2025-03-31	$3,751,061	25,848	-1.2%	Shares	Defined	2025-05-14
2024-12-31	$4,256,840	26,175	-0.3%	Shares	Defined	2025-02-11
2024-09-30	$5,302,196	26,242	-0.8%	Shares	Defined	2024-11-13
2024-06-30	$6,240,047	26,442	+0.2%	Shares	Defined	2024-08-15
2024-03-31	$5,444,884	26,402	-0.3%	Shares	Defined	2024-05-15
2023-12-31	$4,291,289	26,478	-0.1%	Shares	Defined	2024-02-13
2023-09-30	$3,669,755	26,506	-0.6%	Shares	Defined	2023-11-14
2023-06-30	$3,853,147	26,658	+0.6%	Shares	Defined	2023-08-14
2023-03-31	$3,254,995	26,500	-1.7%	Shares	Defined	2023-05-15
2022-12-31	$2,625,656	26,963	-16.6%	Shares	Defined	2023-02-21
2022-09-30	$2,647,322	32,312	-16.4%	Shares	Defined	2022-11-14
2022-06-30	$3,515,558	38,641	+0.9%	Shares	Defined	2022-08-04
2022-03-31	$5,048,203	38,302	-12.1%	Shares	Defined	2022-05-09
2021-12-31	$6,853,342	43,552	-2.6%	Shares	Defined	2022-02-03
2021-09-30	$5,754,231	44,700	+7.3%	Shares	Defined	2021-11-15
2021-06-30	$5,934,092	41,672	+0.2%	Shares	Defined	2021-08-13
2021-03-31	$5,557,893	41,601	-17.0%	Shares	Defined	2021-05-14
2020-12-31	$4,325,269	50,119	-0.5%	Shares	Defined	2021-02-12
2020-09-30	$2,993,129	50,347	0.0%	Shares	Defined	2020-11-13
2020-06-30	$3,043,476	50,347	+4.6%	Shares	Defined	2020-08-14
2020-03-31	$2,205,683	48,138	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.