Wellspring Financial Advisors, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1811308
CLEVELAND, OH
Position in AMAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,259,284
+$1,566,057 QoQ
Shares Held
4,508
-9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,421
of 3,488 holders
Holding Since
Mar 2024
10 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, 2026Wellspring Financial Advisors, LLC holds $7,944,729 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (41.0% of the industry book) .
All Filings in AMAT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,259,284 | 4,508 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,693,227 | 4,954 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,492,083 | 5,806 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $258,996 | 1,265 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $340,693 | 1,861 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $238,867 | 1,646 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $282,488 | 1,737 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $238,419 | 1,180 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $280,356 | 1,188 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $239,226 | 1,160 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||