BRANDYWINE OAK PRIVATE WEALTH LLC

Position in AMAT — Applied Materials Inc /De

CIK 1764694 Kennett Square, PA

Position in AMAT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$767,826

+$391,516 QoQ

Shares Held

1,062

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#2,323

of 3,488 holders

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BRANDYWINE OAK PRIVATE WEALTH LLC holds $4,700,998 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	Q	Qnity Electronics, Inc.	16,883	$2,757,162
2	AMAT	Applied Materials Inc /De This page	1,062	$767,826
3	ASML	Asml Holding NV	287	$570,969
4	LRCX	Lam Research Corp	700	$303,331
5	KLAC	Kla Corp	1,000	$301,710

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$767,826	1,062	-3.5%	Shares	Sole	2026-07-16
2026-03-31	$376,310	1,101	+1.9%	Shares	Sole	2026-04-20
2025-12-31	$277,806	1,081	-3.8%	Shares	Sole	2026-02-03
2025-09-30	$230,127	1,124	+0.9%	Shares	Sole	2025-10-30
2025-06-30	$203,939	1,114	+1.6%	Shares	Sole	2025-07-24
2024-09-30	$221,446	1,096	+0.1%	Shares	Sole	2024-11-07
2024-06-30	$258,409	1,095	-0.5%	Shares	Sole	2024-07-30
2024-03-31	$227,059	1,101	—	Shares	Sole	2024-05-07
No filing history on record for this holder in this stock.