MISSION WEALTH MANAGEMENT, LP
Position in AMAT — Applied Materials Inc /De
CIK 1645382
Santa Barbara, CA
Position in AMAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$88,959,366
+$72,635,134 QoQ
Shares Held
123,042
+157.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
#336
of 3,489 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Derivatives in AMAT
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$290,240
PutShares
2,000
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, 2026MISSION WEALTH MANAGEMENT, LP holds $156,937,807 across 10 Semiconductor Equipment & Materials names. AMAT ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
123,042 | $88,959,366 | |
| 2 | LRCX |
Lam Research Corp
|
89,293 | $38,693,335 | |
| 3 | KLAC |
Kla Corp
|
54,926 | $16,571,723 | |
| 4 | ASML |
Asml Holding NV
|
2,900 | $5,769,375 | |
| 5 | TER |
Teradyne, Inc
|
7,599 | $3,676,700 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
11,301 | $974,485 | |
| 7 | Q |
Qnity Electronics, Inc.
|
4,868 | $794,993 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
5,128 | $685,921 |
All Filings in AMAT
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,959,366 | 123,042 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $16,324,232 | 47,761 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,341,892 | 51,916 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,685,790 | 52,192 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,959,740 | 54,404 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $290,240 | 2,000 | Put | Sole | 2025-04-17 | |
| 2025-03-31 | $7,852,298 | 54,109 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,855,528 | 54,452 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $14,276,246 | 70,657 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $20,643,697 | 87,477 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $824,920 | 4,000 | Put | Sole | 2024-04-30 | |
| 2024-03-31 | $19,526,474 | 94,683 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $648,280 | 4,000 | Put | Sole | 2024-02-05 | |
| 2023-12-31 | $12,097,391 | 74,643 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $276,900 | 2,000 | Put | Sole | 2023-10-24 | |
| 2023-09-30 | $10,259,560 | 74,103 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $10,102,045 | 69,891 | Shares | Sole | 2023-08-04 | |
| 2023-06-30 | $289,080 | 2,000 | Put | Sole | 2023-08-04 | |
| 2023-03-31 | $8,667,130 | 70,562 | Shares | Sole | 2023-04-07 | |
| 2023-03-31 | $368,490 | 3,000 | Put | Sole | 2023-04-07 | |
| 2022-12-31 | $6,861,589 | 70,462 | Shares | Sole | 2023-02-02 | |
| 2022-12-31 | $292,140 | 3,000 | Put | Sole | 2023-02-02 | |
| 2022-09-30 | $245,790 | 3,000 | Put | Sole | 2022-10-12 | |
| 2022-09-30 | $5,775,655 | 70,495 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $6,829,504 | 75,066 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $9,664,894 | 73,330 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $11,098,600 | 70,530 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,072,761 | 70,479 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $11,833,155 | 83,098 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $11,150,656 | 83,463 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $7,045,014 | 81,634 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $4,688,464 | 78,864 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $4,731,421 | 78,270 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $3,775,842 | 82,406 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||