Position in AMAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$171,312,681
+$101,673,005 QoQ
Shares Held
236,947
+16.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#239
of 3,488 holders
Holding Since
Mar 2020
26 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, 2026AE Wealth Management LLC holds $291,770,930 across 14 Semiconductor Equipment & Materials names. AMAT ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
236,947 | $171,312,681 | |
| 2 | LRCX |
Lam Research Corp
|
196,200 | $85,019,303 | |
| 3 | KLAC |
Kla Corp
|
42,234 | $12,742,389 | |
| 4 | ENTG |
Entegris Inc
|
63,329 | $11,390,327 | |
| 5 | ASML |
Asml Holding NV
|
2,858 | $5,685,804 | |
| 6 | TER |
Teradyne, Inc
|
3,442 | $1,665,359 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
6,300 | $898,305 | |
| 8 | Q |
Qnity Electronics, Inc.
|
4,672 | $762,978 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,312,681 | 236,947 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $69,639,676 | 203,750 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $61,164,359 | 238,003 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $42,762,379 | 208,862 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $33,101,596 | 180,814 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $21,049,927 | 145,052 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $19,900,690 | 122,368 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $19,367,695 | 95,856 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,345,622 | 14,177 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,776,874 | 8,616 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $16,452,049 | 101,512 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $13,347,272 | 96,405 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $12,905,831 | 89,289 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $8,501,924 | 69,217 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,970,864 | 40,777 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,393,830 | 29,218 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,514,687 | 27,640 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,538,698 | 26,849 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,016,299 | 25,523 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $9,138,285 | 70,988 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $9,430,297 | 66,224 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $7,553,076 | 56,535 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $5,559,359 | 64,419 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,766,505 | 46,535 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,466,420 | 40,801 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $411,142 | 8,973 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||