LIBERTY WEALTH MANAGEMENT LLC

Position in AMAT — Applied Materials Inc /De

CIK 1769302 OAKLAND, CA

Position in AMAT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$11,473,287

+$6,049,422 QoQ

Shares Held

15,869

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

4.88%

of 13F equity value

Holder Rank

#867

of 3,488 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $12,631,592 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (90.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	15,869	$11,473,287
2	LRCX	Lam Research Corp	1,562	$676,861
3	ASML	Asml Holding NV	242	$481,444

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,473,287	15,869	0.0%	Shares	Sole	2026-08-06
2026-03-31	$5,423,865	15,869	-16.3%	Shares	Sole	2026-05-12
2025-12-31	$4,869,960	18,950	+0.2%	Shares	Sole	2026-02-04
2025-09-30	$3,873,476	18,919	-0.2%	Shares	Sole	2025-10-31
2025-06-30	$3,471,007	18,960	+0.6%	Shares	Sole	2025-08-01
2025-03-31	$2,736,092	18,854	+3.0%	Shares	Sole	2025-05-12
2024-12-31	$2,976,291	18,301	-17.3%	Shares	Sole	2025-02-10
2024-09-30	$4,470,760	22,127	+0.9%	Shares	Sole	2024-11-04
2024-06-30	$5,173,608	21,923	+0.6%	Shares	Sole	2024-08-07
2024-03-31	$4,496,226	21,802	+2.0%	Shares	Sole	2024-05-03
2023-12-31	$3,464,894	21,379	-1.2%	Shares	Sole	2024-02-09
2023-09-30	$2,996,334	21,642	+2.0%	Shares	Sole	2023-11-13
2023-06-30	$3,068,006	21,226	+0.2%	Shares	Sole	2023-08-10
2023-03-31	$2,601,293	21,178	+57.6%	Shares	Sole	2023-05-03
2022-09-30	$1,100,893	13,437	+1241.0%	Shares	Sole	2022-11-15
2021-09-30	$128,987	1,002	+160.3%	Shares	Sole	2021-11-15
2021-06-30	$54,824	385	+177.0%	Shares	Sole	2021-08-13
2021-03-31	$18,570	139	0.0%	Shares	Sole	2021-05-17
2020-12-31	$11,995	139	+80.5%	Shares	Sole	2021-02-09
2020-09-30	$4,577	77	0.0%	Shares	Sole	2020-11-05
2020-06-30	$4,654	77	-88.5%	Shares	Sole	2020-08-04
2020-03-31	$30,699	670	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.