JGP Wealth Management, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1748278 BEND, OR

Position in AMAT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,471,305

+$518,395 QoQ

Shares Held

2,035

-27.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,878

of 3,488 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

JGP Wealth Management, LLC holds $108,289,490 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	346,796	$104,631,821
2	AMAT	Applied Materials Inc /De This page	2,035	$1,471,305
3	ASML	Asml Holding NV	615	$1,223,505
4	LRCX	Lam Research Corp	2,222	$962,859

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,471,305	2,035	-27.0%	Shares	Sole	2026-07-07
2026-03-31	$952,910	2,788	-0.6%	Shares	Sole	2026-04-08
2025-12-31	$721,113	2,806	+0.5%	Shares	Sole	2026-01-12
2025-09-30	$571,429	2,791	-1.4%	Shares	Sole	2025-10-15
2025-06-30	$518,271	2,831	-2.9%	Shares	Sole	2025-07-28
2025-03-31	$423,169	2,916	+3.4%	Shares	Sole	2025-04-09
2024-12-31	$458,779	2,821	+2.7%	Shares	Sole	2025-01-15
2024-09-30	$555,233	2,748	+10.1%	Shares	Sole	2024-10-09
2024-06-30	$589,267	2,497	+3.9%	Shares	Sole	2024-07-12
2024-03-31	$495,776	2,404	-3.5%	Shares	Sole	2024-04-24
2023-12-31	$403,554	2,490	+3.7%	Shares	Sole	2024-01-10
2023-09-30	$332,418	2,401	+2.4%	Shares	Sole	2023-10-19
2023-06-30	$338,801	2,344	-2.8%	Shares	Sole	2023-08-10
2023-03-31	$296,143	2,411	-0.9%	Shares	Sole	2023-04-14
2022-12-31	$236,925	2,433	+2.9%	Shares	Sole	2023-02-10
2022-06-30	$215,167	2,365	+1.3%	Shares	Sole	2022-07-19
2022-03-31	$307,753	2,335	+1.5%	Shares	Sole	2022-04-20
2021-12-31	$362,085	2,301	+1.1%	Shares	Sole	2022-01-18
2021-09-30	$293,118	2,277	0.0%	Shares	Sole	2021-10-13
2021-06-30	$324,244	2,277	+3.5%	Shares	Sole	2021-08-12
2021-03-31	$293,920	2,200	0.0%	Shares	Sole	2021-04-28
2020-12-31	$189,860	2,200	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.