1900 WEALTH MANAGEMENT LLC

Position in AMAT — Applied Materials Inc /De

CIK 1791996 SAN ANTONIO, TX

Position in AMAT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$542,250

+$309,833 QoQ

Shares Held

750

+10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,562

of 3,488 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

1900 WEALTH MANAGEMENT LLC holds $3,736,418 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	741	$1,474,174
2	KLAC	Kla Corp	3,494	$1,054,174
3	AMAT	Applied Materials Inc /De This page	750	$542,250
4	LRCX	Lam Research Corp	861	$373,097
5	TER	Teradyne, Inc	605	$292,723

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$542,250	750	+10.3%	Shares	Sole	2026-08-04
2026-03-31	$232,417	680	—	Shares	Sole	2026-04-17
No filing history on record for this holder in this stock.