Steward Partners Investment Advisory, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1723397 STAMFORD, CT

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$79,224,171

+$37,136,493 QoQ

Shares Held

109,577

-11.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#365

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, 2026

Steward Partners Investment Advisory, LLC holds $215,434,151 across 22 Semiconductor Equipment & Materials names. AMAT ranks #1 (36.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	109,577	$79,224,171
2	LRCX	Lam Research Corp	172,964	$74,950,490
3	ASML	Asml Holding NV	13,731	$27,316,999
4	KLAC	Kla Corp	80,946	$24,422,217
5	ONTO	Onto Innovation Inc.	6,254	$2,366,826
6	ACLS	Axcelis Technologies Inc	8,175	$1,548,753
7	TER	Teradyne, Inc	2,833	$1,370,718
8	Q	Qnity Electronics, Inc.	8,036	$1,312,359

All Filings in AMAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$79,224,171	109,577	-11.0%	Shares	Sole	2026-08-13
2026-03-31	$42,087,678	123,139	-6.0%	Shares	Sole	2026-05-08
2025-12-31	$33,681,880	131,063	-6.0%	Shares	Sole	2026-02-12
2025-09-30	$28,555,292	139,471	+15.2%	Shares	Sole	2025-11-12
2025-06-30	$22,159,708	121,045	+18.8%	Shares	Sole	2025-08-12
2025-03-31	$14,785,260	101,883	+20.0%	Shares	Sole	2025-05-13
2024-12-31	$13,809,075	84,911	+15.5%	Shares	Sole	2025-02-06
2024-09-30	$14,857,342	73,533	+21.8%	Shares	Sole	2024-11-14
2024-06-30	$14,249,784	60,383	+7.2%	Shares	Sole	2024-08-08
2024-03-31	$11,617,348	56,332	+26.5%	Shares	Sole	2024-05-15
2023-12-31	$7,214,546	44,515	+1.1%	Shares	Sole	2024-02-12
2023-09-30	$6,098,307	44,047	+4.7%	Shares	Sole	2023-11-13
2023-06-30	$6,081,086	42,072	+3.9%	Shares	Sole	2023-08-14
2023-03-31	$4,972,772	40,485	+78.3%	Shares	Sole	2023-05-15
2022-12-31	$2,211,110	22,706	-1.9%	Shares	Sole	2023-02-15
2022-09-30	$1,895,368	23,134	+1.0%	Shares	Sole	2022-11-10
2022-06-30	$2,084,169	22,908	-12.3%	Shares	Sole	2022-08-04
2022-03-31	$3,444,065	26,131	+9.7%	Shares	Sole	2022-05-02
2021-12-31	$3,747,685	23,816	+5.1%	Shares	Sole	2022-02-08
2021-09-30	$2,916,506	22,656	-9.1%	Shares	Sole	2021-11-12
2021-06-30	$3,547,468	24,912	-9.4%	Shares	Sole	2021-08-13
2021-03-31	$3,672,664	27,490	+37.5%	Shares	Sole	2021-05-14
2020-12-31	$1,725,741	19,997	+6.4%	Shares	Sole	2021-02-11
2020-09-30	$1,117,600	18,799	-3.3%	Shares	Sole	2020-10-30
2020-06-30	$1,175,389	19,444	+35.8%	Shares	Sole	2020-08-06
2020-03-31	$655,913	14,315	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.