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Delta Investment Management, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1757043 SAN FRANCISCO, CA

Position in AMAT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,294,711
+$1,857,485 QoQ
Shares Held
4,557
+8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,412
of 3,486 holders
Holding Since
Mar 2021
22 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

Delta Investment Management, LLC holds $6,389,235 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (51.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
This page
4,557 $3,294,711

All Filings in AMAT

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,294,711 4,557
2026-03-31 $1,437,226 4,205
2025-12-31 $1,095,291 4,262
2025-09-30 $860,522 4,203
2025-06-30 $767,063 4,190
2025-03-31 $614,292 4,233
2024-12-31 $974,478 5,992
2024-09-30 $608,170 3,010
2024-06-30 $708,205 3,001
2024-03-31 $543,209 2,634
2023-12-31 $422,840 2,609
2023-09-30 $288,668 2,085
2023-06-30 $301,365 2,085
2023-03-31 $256,100 2,085
2022-12-31 $265,750 2,729
2022-09-30 $223,586 2,729
2022-06-30 $248,193 2,728
2022-03-31 $359,418 2,727
2021-12-31 $327,623 2,082
2021-09-30 $268,015 2,082
2021-06-30 $296,334 2,081
2021-03-31 $278,021 2,081