Vestmark Advisory Solutions, Inc.
Position in AMAT — Applied Materials Inc /De
CIK 1736982
Wakefield, MA
Position in AMAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,791,630
+$2,869,140 QoQ
Shares Held
16,945
+49.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 27%
Shared 73%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Vestmark Advisory Solutions, Inc. holds $49,864,030 across 11 Semiconductor Equipment & Materials names. AMAT ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
15,983 | $21,110,824 | |
| 2 | TER |
Teradyne, Inc
|
27,122 | $8,040,588 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
16,945 | $5,791,630 | |
| 4 | Q |
Qnity Electronics, Inc.
|
43,303 | $4,996,299 | |
| 5 | LRCX |
Lam Research Corp
|
16,009 | $3,420,481 | |
| 6 | NVMI |
Nova Ltd.
|
5,859 | $2,544,446 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
39,955 | $1,862,302 | |
| 8 | ONTO |
Onto Innovation Inc.
|
6,255 | $1,282,711 |
All Filings in AMAT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,791,630 | 16,945 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,922,490 | 11,372 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,194,862 | 5,836 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,079,858 | 11,361 | Shares | Sole | 2025-08-06 | |
| 2023-06-30 | $1,021,897 | 7,070 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $850,843 | 6,927 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $616,220 | 6,328 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $628,075 | 7,666 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $654,783 | 7,197 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,048,732 | 7,957 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,202,545 | 7,642 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $920,805 | 7,153 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $956,073 | 6,714 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $966,462 | 7,234 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $633,096 | 7,336 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $524,111 | 8,816 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $592,833 | 9,807 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $410,363 | 8,956 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||