Position in AMAT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$146,769
+$86,273 QoQ
Shares Held
203
+14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3,307
of 3,488 holders
Holding Since
Mar 2020
26 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, 2026Avion Wealth holds $513,879 across 18 Semiconductor Equipment & Materials names. AMAT ranks #1 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
203 | $146,769 | |
| 2 | LRCX |
Lam Research Corp
|
332 | $143,865 | |
| 3 | KLAC |
Kla Corp
|
402 | $121,287 | |
| 4 | Q |
Qnity Electronics, Inc.
|
142 | $23,190 | |
| 5 | TER |
Teradyne, Inc
|
35 | $16,934 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
87 | $12,405 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
87 | $9,768 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
42 | $7,956 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,769 | 203 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $60,496 | 177 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $53,453 | 208 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $32,553 | 159 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $31,304 | 171 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $20,026 | 138 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $22,442 | 138 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $22,023 | 109 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $27,610 | 117 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $41,039 | 199 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $31,765 | 196 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $25,060 | 189 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $25,150 | 182 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $14 | 144 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $11 | 144 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $11,797 | 144 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $16,922 | 186 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $20,692 | 157 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $24,705 | 157 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $20,210 | 157 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $22,356 | 157 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $20,975 | 157 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $25,976 | 301 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $17,121 | 288 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $17,409 | 288 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $13,196 | 288 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||