Cornerstone Advisory, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1668189 HUNT VALLEY, MD

Position in AMAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,309,171

+$1,778,294 QoQ

Shares Held

4,577

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#1,411

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cornerstone Advisory, LLC holds $5,276,429 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (62.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	4,577	$3,309,171
2	LRCX	Lam Research Corp	2,073	$898,293
3	KLAC	Kla Corp	2,277	$686,993
4	ASML	Asml Holding NV	192	$381,972

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,309,171	4,577	+2.2%	Shares	Sole	2026-07-29
2026-03-31	$1,530,877	4,479	-7.1%	Shares	Sole	2026-05-04
2025-12-31	$1,238,948	4,821	-3.1%	Shares	Sole	2026-01-28
2025-09-30	$1,018,172	4,973	+1.7%	Shares	Sole	2025-11-07
2025-06-30	$895,395	4,891	+1.1%	Shares	Sole	2025-07-30
2025-03-31	$702,090	4,838	-3.2%	Shares	Sole	2025-05-07
2024-12-31	$813,150	5,000	-16.4%	Shares	Sole	2025-02-18
2024-09-30	$1,209,067	5,984	+0.5%	Shares	Sole	2024-11-12
2024-06-30	$1,405,084	5,954	-3.6%	Shares	Sole	2024-08-14
2024-03-31	$1,273,470	6,175	-6.7%	Shares	Sole	2024-05-08
2023-12-31	$1,072,903	6,620	-9.1%	Shares	Sole	2024-02-13
2023-09-30	$1,008,054	7,281	+1.9%	Shares	Sole	2023-11-14
2023-06-30	$1,032,593	7,144	+0.9%	Shares	Sole	2023-07-20
2023-03-31	$869,390	7,078	+0.6%	Shares	Sole	2023-05-04
2022-12-31	$685,457	7,039	+2.3%	Shares	Sole	2023-02-13
2022-09-30	$563,514	6,878	0.0%	Shares	Sole	2022-10-26
2022-06-30	$625,760	6,878	0.0%	Shares	Sole	2022-08-02
2022-03-31	$906,520	6,878	-1.5%	Shares	Sole	2022-05-20
2021-12-31	$1,099,001	6,984	+1.7%	Shares	Sole	2022-02-23
2021-09-30	$884,246	6,869	0.0%	Shares	Sole	2021-11-16
2021-06-30	$978,145	6,869	-2.2%	Shares	Sole	2021-08-16
2021-03-31	$938,406	7,024	0.0%	Shares	Sole	2021-05-13
2020-12-31	$606,171	7,024	0.0%	Shares	Sole	2021-05-11
2020-09-30	$417,576	7,024	0.0%	Shares	Sole	2020-11-12
2020-06-30	$424,600	7,024	+1.7%	Shares	Sole	2020-08-10
2020-03-31	$316,570	6,909	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.