Robertson Stephens Wealth Management, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1767307
San Francisco, CA
Position in AMAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$689,019
+$356,800 QoQ
Shares Held
953
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,397
of 3,487 holders
Holding Since
Mar 2020
10 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, 2026Robertson Stephens Wealth Management, LLC holds $15,075,944 across 5 Semiconductor Equipment & Materials names. AMAT ranks #4 (4.6% of the industry book) .
All Filings in AMAT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,019 | 953 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $332,219 | 972 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $759,505 | 3,759 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,108,445 | 4,697 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,020,632 | 4,949 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $290,468 | 2,098 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $294,138 | 2,035 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $318,375 | 2,592 | Shares | Sole | 2023-05-11 | |
| 2020-06-30 | $383,313 | 6,341 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $227,587 | 4,967 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||