Summit Wealth Group, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1802865
WHITE RIVER JUNCTION, VT
Position in AMAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$584,907
+$306,690 QoQ
Shares Held
809
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,508
of 3,489 holders
Holding Since
Mar 2023
3 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, 2026Summit Wealth Group, LLC holds $789,819 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
809 | $584,907 | |
| 2 | ASML |
Asml Holding NV
|
103 | $204,912 |
All Filings in AMAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,907 | 809 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $278,217 | 814 | Shares | Sole | 2026-05-04 | |
| 2023-03-31 | $7,030,666 | 57,239 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||