Position in AMAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,206,687
+$625,986 QoQ
Shares Held
1,669
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,018
of 3,488 holders
Holding Since
Mar 2024
7 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, 2026LYELL WEALTH MANAGEMENT, LP holds $43,105,638 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (2.8% of the industry book) .
All Filings in AMAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,206,687 | 1,669 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $580,701 | 1,699 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $299,907 | 1,167 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $202,487 | 989 | Shares | Sole | 2025-11-06 | |
| 2024-09-30 | $260,240 | 1,288 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $308,674 | 1,308 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $248,300 | 1,204 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||