BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in AMAT — Applied Materials Inc /De

CIK 1654599 MORRISTOWN, NJ

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$62,529,378

+$28,046,869 QoQ

Shares Held

86,486

-14.3% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

3.51%

of 13F equity value

Holder Rank

#414

of 3,488 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $63,255,997 across 7 Semiconductor Equipment & Materials names. AMAT ranks #1 (98.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	86,486	$62,529,378
2	LRCX	Lam Research Corp	620	$268,664
3	KLAC	Kla Corp	800	$241,368
4	TER	Teradyne, Inc	377	$182,407
5	Q	Qnity Electronics, Inc.	102	$16,657
6	ASML	Asml Holding NV	7	$13,926
7	ENTG	Entegris Inc	20	$3,597

All Filings in AMAT

Export CSV

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$62,529,378	86,486	-14.3%	Shares	Sole	2026-07-08
2026-03-31	$34,482,509	100,888	-11.5%	Shares	Sole	2026-04-14
2025-12-31	$29,309,709	114,050	-0.7%	Shares	Sole	2026-01-16
2025-09-30	$23,520,531	114,880	-0.1%	Shares	Sole	2025-10-16
2025-06-30	$21,053,416	115,002	-3.6%	Shares	Sole	2025-07-15
2025-03-31	$17,316,153	119,323	+2.1%	Shares	Sole	2025-05-06
2024-12-31	$19,007,055	116,873	+16.5%	Shares	Sole	2025-01-17
2024-09-30	$20,263,998	100,292	+0.5%	Shares	Sole	2024-11-14
2024-06-30	$23,539,530	99,748	+2.3%	Shares	Sole	2024-08-14
2024-03-31	$20,111,962	97,522	+12.5%	Shares	Sole	2024-05-09
2023-12-31	$14,054,710	86,720	+0.9%	Shares	Sole	2024-02-12
2023-09-30	$11,894,931	85,915	+1.4%	Shares	Sole	2023-10-31
2023-06-30	$12,245,573	84,721	+1.0%	Shares	Sole	2023-07-21
2023-03-31	$10,303,717	83,886	+4.7%	Shares	Sole	2023-05-04
2022-12-31	$7,800,624	80,105	+13.3%	Shares	Sole	2023-01-13
2022-09-30	$5,792,614	70,702	-42.1%	Shares	Sole	2022-10-20
2022-06-30	$11,118,392	122,207	-0.3%	Shares	Sole	2022-07-21
2022-03-31	$16,150,903	122,541	+35.8%	Shares	Sole	2022-05-12
2021-12-31	$14,203,470	90,261	+68.9%	Shares	Sole	2022-02-04
2021-09-30	$6,877,400	53,425	+123.3%	Shares	Sole	2021-11-09
2021-06-30	$3,407,489	23,929	+17.7%	Shares	Sole	2021-08-02
2021-03-31	$2,717,156	20,338	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.