WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1632972
PLYMOUTH, MN
Position in AMAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$506,469,453
+$405,636,618 QoQ
Shares Held
700,511
+137.5% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#110
of 3,488 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Derivatives in AMAT
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$117,000
PutShares
10,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,170,536,916 across 21 Semiconductor Equipment & Materials names. AMAT ranks #1 (43.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
700,511 | $506,469,453 | |
| 2 | LRCX |
Lam Research Corp
|
986,841 | $427,627,810 | |
| 3 | TER |
Teradyne, Inc
|
131,107 | $63,434,810 | |
| 4 | ASML |
Asml Holding NV
|
30,398 | $60,474,994 | |
| 5 | KLAC |
Kla Corp
|
192,431 | $58,058,357 | |
| 6 | ONTO |
Onto Innovation Inc.
|
28,067 | $10,621,956 | |
| 7 | Q |
Qnity Electronics, Inc.
|
54,372 | $8,879,491 | |
| 8 | ACMR |
ACM Research, Inc.
|
51,899 | $6,585,464 |
All Filings in AMAT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,469,453 | 700,511 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $100,832,835 | 295,014 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $51,270,532 | 199,504 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $40,281,980 | 196,747 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $46,788,115 | 255,575 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $32,934,984 | 226,950 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $34,961,546 | 214,976 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $61,931,961 | 306,518 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $117,000 | 10,000 | Put | Sole | 2024-10-24 | |
| 2024-06-30 | $47,198 | 200 | Call | Sole | 2024-07-16 | |
| 2024-06-30 | $49,663,387 | 210,447 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $45,850 | 7,000 | Put | Sole | 2024-07-16 | |
| 2024-03-31 | $32,789,126 | 158,993 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $28,240,697 | 174,250 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $25,968,651 | 187,567 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $743,802 | 5,146 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $573,738 | 4,671 | Shares | Sole | 2023-04-25 | |
| 2021-06-30 | $1,312,500 | 9,217 | Shares | Sole | 2021-08-10 | |
| 2020-09-30 | $1,615,256 | 27,170 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||