Position in AMAT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$9,137,997
+$5,297,645 QoQ
Shares Held
12,639
+12.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#955
of 3,488 holders
Holding Since
Mar 2021
21 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, 2026CWA Asset Management Group, LLC holds $45,655,588 across 7 Semiconductor Equipment & Materials names. AMAT ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
46,999 | $20,366,076 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
12,639 | $9,137,997 | |
| 3 | ASML |
Asml Holding NV
|
3,931 | $7,820,488 | |
| 4 | KLAC |
Kla Corp
|
17,920 | $5,406,643 | |
| 5 | KLIC |
Kulicke & Soffa Industries Inc
|
16,536 | $2,211,855 | |
| 6 | TER |
Teradyne, Inc
|
830 | $401,587 | |
| 7 | Q |
Qnity Electronics, Inc.
|
1,904 | $310,942 |
All Filings in AMAT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,137,997 | 12,639 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,840,352 | 11,236 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,284,589 | 12,781 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,785,282 | 13,604 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,485,175 | 13,575 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,003,236 | 13,804 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,246,896 | 13,816 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,725,856 | 13,491 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $2,560,139 | 12,414 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,449,878 | 8,946 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,030,068 | 7,440 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,038,230 | 7,183 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $741,770 | 6,039 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $338,882 | 3,480 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $256,604 | 3,132 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $283,402 | 3,115 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $583,610 | 4,428 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $562,719 | 3,576 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $457,248 | 3,552 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $497,118 | 3,491 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $258,248 | 1,933 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||