Connecticut Wealth Management, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1689829
FARMINGTON, CT
Position in AMAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$771,441
+$499,035 QoQ
Shares Held
1,067
+33.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,327
of 3,497 holders
Holding Since
Dec 2023
6 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, 2026Connecticut Wealth Management, LLC holds $10,122,869 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (7.6% of the industry book) .
All Filings in AMAT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,441 | 1,067 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $272,406 | 797 | Shares | Sole | 2026-05-01 | |
| 2024-09-30 | $232,761 | 1,152 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $338,173 | 1,433 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $313,882 | 1,522 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $238,404 | 1,471 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||