NWAM LLC

Position in AMAT — Applied Materials Inc /De

CIK 1655006 MERCER ISLAND, WA

Position in AMAT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,859,283

+$2,896,384 QoQ

Shares Held

6,721

+17.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,232

of 3,488 holders

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

NWAM LLC holds $14,104,577 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	6,721	$4,859,283
2	ASML	Asml Holding NV	2,422	$4,818,423
3	LRCX	Lam Research Corp	6,751	$2,925,410
4	KLAC	Kla Corp	2,352	$709,621
5	TER	Teradyne, Inc	1,027	$496,903
6	Q	Qnity Electronics, Inc.	1,806	$294,937

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,859,283	6,721	+17.0%	Shares	Sole	2026-07-23
2026-03-31	$1,962,899	5,743	-6.7%	Shares	Sole	2026-05-04
2025-12-31	$1,581,773	6,155	-10.3%	Shares	Sole	2026-02-04
2025-09-30	$1,404,311	6,859	-36.1%	Shares	Sole	2026-02-04
2025-06-30	$1,965,439	10,736	+8.0%	Shares	Sole	2026-02-04
2025-03-31	$1,443,218	9,945	+8.6%	Shares	Sole	2025-05-05
2024-12-31	$1,489,365	9,158	+49.3%	Shares	Sole	2025-02-05
2024-09-30	$1,238,970	6,132	-1.2%	Shares	Sole	2024-11-12
2024-06-30	$1,465,025	6,208	+35.0%	Shares	Sole	2024-07-24
2023-12-31	$745,035	4,597	-3.1%	Shares	Sole	2024-02-14
2023-09-30	$656,668	4,743	-3.6%	Shares	Sole	2023-11-01
2023-06-30	$711,281	4,921	+5.1%	Shares	Sole	2023-08-10
2022-12-31	$455,835	4,681	+19.0%	Shares	Sole	2023-02-08
2022-09-30	$322,312	3,934	-22.6%	Shares	Sole	2022-11-14
2022-06-30	$462,269	5,081	+2.5%	Shares	Sole	2022-08-10
2022-03-31	$653,069	4,955	+29.2%	Shares	Sole	2022-05-12
2021-12-31	$603,318	3,834	-15.2%	Shares	Sole	2022-02-10
2021-09-30	$581,988	4,521	+7.0%	Shares	Sole	2021-11-03
2021-06-30	$601,782	4,226	+2.4%	Shares	Sole	2021-08-04
2021-03-31	$551,233	4,126	-11.2%	Shares	Sole	2021-04-23
2020-12-31	$400,949	4,646	-5.7%	Shares	Sole	2021-01-22
2020-06-30	$297,776	4,926	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.