Outlook Wealth Advisors, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1767151 SHENANDOAH, TX

Position in AMAT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$879,168

+$457,400 QoQ

Shares Held

1,216

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#2,216

of 3,486 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $8,707,843 across 5 Semiconductor Equipment & Materials names. AMAT ranks #5 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	9,697	$4,202,001
2	TER	Teradyne, Inc	3,143	$1,520,709
3	KLAC	Kla Corp	3,637	$1,097,319
4	ASML	Asml Holding NV	507	$1,008,646
5	AMAT	Applied Materials Inc /De This page	1,216	$879,168

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$879,168	1,216	-1.5%	Shares	Sole	2026-08-03
2026-03-31	$421,768	1,234	+0.1%	Shares	Sole	2026-04-17
2025-12-31	$316,868	1,233	0.0%	Shares	Sole	2026-02-11
2025-09-30	$252,444	1,233	+4.0%	Shares	Sole	2025-10-30
2025-06-30	$217,121	1,186	+0.6%	Shares	Sole	2025-08-11
2024-09-30	$238,216	1,179	-1.6%	Shares	Sole	2024-10-23
2024-06-30	$282,716	1,198	-0.5%	Shares	Sole	2024-07-18
2024-03-31	$248,300	1,204	-3.4%	Shares	Sole	2024-04-22
2023-12-31	$201,939	1,246	-46.0%	Shares	Sole	2024-01-29
2022-03-31	$304,194	2,308	+1.6%	Shares	Sole	2022-07-28
2021-12-31	$357,521	2,272	-7.1%	Shares	Sole	2022-01-21
2021-09-30	$314,744	2,445	+18.5%	Shares	Sole	2021-10-22
2021-06-30	$293,913	2,064	+17.1%	Shares	Sole	2021-07-21
2021-03-31	$235,536	1,763	—	Shares	Sole	2021-05-04
No filing history on record for this holder in this stock.