Morningstar Investment Management LLC
Position in AMAT — Applied Materials Inc /De
CIK 1673385
CHICAGO, IL
Position in AMAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,769,085
+$5,678,123 QoQ
Shares Held
14,895
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#887
of 3,488 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Morningstar Investment Management LLC holds $34,090,286 across 6 Semiconductor Equipment & Materials names. AMAT ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
30,005 | $13,002,066 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
14,895 | $10,769,085 | |
| 3 | TER |
Teradyne, Inc
|
11,523 | $5,575,288 | |
| 4 | Q |
Qnity Electronics, Inc.
|
12,379 | $2,021,614 | |
| 5 | ACLS |
Axcelis Technologies Inc
|
9,179 | $1,738,961 | |
| 6 | KLAC |
Kla Corp
|
3,259 | $983,272 |
All Filings in AMAT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,769,085 | 14,895 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,090,962 | 14,895 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,939,140 | 34,784 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $10,192,571 | 49,783 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $298,770 | 1,632 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $246,547 | 1,516 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $306,307 | 1,516 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $374,752 | 1,588 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $327,493 | 1,588 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $257,367 | 1,588 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $212,520 | 1,535 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $221,868 | 1,535 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||