Gerber Kawasaki Wealth & Investment Management

Position in AMAT — Applied Materials Inc /De

CIK 1666736 SANTA MONICA, CA

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Position in AMAT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,693,989

+$874,719 QoQ

Shares Held

2,343

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,791

of 3,488 holders

Holding Since

Sep 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Gerber Kawasaki Wealth & Investment Management holds $21,571,248 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TER	Teradyne, Inc	23,553	$11,395,883
2	ASML	Asml Holding NV	3,929	$7,816,509
3	AMAT	Applied Materials Inc /De This page	2,343	$1,693,989
4	KLAC	Kla Corp	1,464	$441,703
5	LRCX	Lam Research Corp	515	$223,164

All Filings in AMAT

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9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,693,989	2,343	-2.3%	Shares	Sole	2026-08-07
2026-03-31	$819,270	2,397	-10.5%	Shares	Sole	2026-05-07
2025-12-31	$688,476	2,679	+77.4%	Shares	Sole	2026-02-13
2025-09-30	$309,157	1,510	+36.3%	Shares	Sole	2025-11-13
2025-06-30	$202,841	1,108	+11.9%	Shares	Sole	2025-08-14
2024-09-30	$200,029	990	+4.2%	Shares	Sole	2024-11-13
2024-06-30	$224,190	950	-0.8%	Shares	Sole	2024-08-13
2024-03-31	$197,568	958	-27.9%	Shares	Sole	2024-05-14
2021-09-30	$170,953	1,328	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.