Position in AMAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$95,726,646
+$49,866,632 QoQ
Shares Held
132,402
-1.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#325
of 3,488 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Baird Financial Group, Inc. holds $732,645,194 across 12 Semiconductor Equipment & Materials names. AMAT ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
126,484 | $251,632,315 | |
| 2 | LRCX |
Lam Research Corp
|
535,780 | $232,169,547 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
132,402 | $95,726,646 | |
| 4 | KLAC |
Kla Corp
|
219,391 | $66,192,457 | |
| 5 | TER |
Teradyne, Inc
|
53,029 | $25,657,549 | |
| 6 | ONTO |
Onto Innovation Inc.
|
66,489 | $25,162,760 | |
| 7 | Q |
Qnity Electronics, Inc.
|
118,166 | $19,297,689 | |
| 8 | ATOM |
Atomera Inc
|
1,340,888 | $11,679,134 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,726,646 | 132,402 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $45,860,014 | 134,176 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $40,283,438 | 156,751 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $32,932,427 | 160,850 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $30,432,274 | 166,233 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $23,335,730 | 160,803 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $25,913,463 | 159,340 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $33,698,503 | 166,783 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $40,380,483 | 171,111 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $33,332,953 | 161,630 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $26,400,066 | 162,893 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $22,032,930 | 159,140 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $21,052,538 | 145,652 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $17,110,094 | 139,299 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $13,447,203 | 138,090 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,166,730 | 136,296 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $12,848,376 | 141,222 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $20,629,202 | 156,519 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $26,858,046 | 170,679 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $22,723,418 | 176,520 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $20,726,034 | 145,548 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $20,188,428 | 151,111 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $12,554,232 | 145,472 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $9,188,354 | 154,556 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,172,138 | 151,731 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $10,713,403 | 233,815 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||