WADDELL & ASSOCIATES, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1776757 MEMPHIS, TN

Position in AMAT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,912,967

+$1,700,980 QoQ

Shares Held

4,029

+13.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,480

of 3,488 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $7,722,844 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (37.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	4,029	$2,912,967
2	TER	Teradyne, Inc	4,322	$2,091,156
3	LRCX	Lam Research Corp	3,989	$1,728,553
4	ONTO	Onto Innovation Inc.	1,463	$553,672
5	AMKR	Amkor Technology, Inc.	5,062	$436,496

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,912,967	4,029	+13.6%	Shares	Sole	2026-07-15
2026-03-31	$1,211,987	3,546	+2.6%	Shares	Sole	2026-05-11
2025-12-31	$888,157	3,456	-0.3%	Shares	Sole	2026-02-11
2025-09-30	$709,628	3,466	-13.7%	Shares	Sole	2025-11-10
2025-06-30	$735,026	4,015	+21.6%	Shares	Sole	2025-08-12
2025-03-31	$479,041	3,301	-0.4%	Shares	Sole	2025-05-14
2024-12-31	$539,118	3,315	+46.4%	Shares	Sole	2025-05-14
2024-09-30	$457,643	2,265	0.0%	Shares	Sole	2024-11-12
2024-06-30	$534,517	2,265	+0.6%	Shares	Sole	2024-08-06
2024-03-31	$464,223	2,251	-0.1%	Shares	Sole	2024-05-08
2023-12-31	$365,305	2,254	-30.7%	Shares	Sole	2024-02-14
2023-09-30	$450,516	3,254	—	Shares	Sole	2023-11-07
No filing history on record for this holder in this stock.