Position in AMAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,142,335
+$4,424,608 QoQ
Shares Held
12,645
-8.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.51%
of 13F equity value
Holder Rank
#954
of 3,488 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $20,385,168 across 8 Semiconductor Equipment & Materials names. AMAT ranks #1 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
12,645 | $9,142,335 | |
| 2 | LRCX |
Lam Research Corp
|
16,017 | $6,940,646 | |
| 3 | KLAC |
Kla Corp
|
12,502 | $3,771,978 | |
| 4 | ASML |
Asml Holding NV
|
233 | $463,539 | |
| 5 | Q |
Qnity Electronics, Inc.
|
147 | $24,006 | |
| 6 | NVMI |
Nova Ltd.
|
31 | $16,831 | |
| 7 | TER |
Teradyne, Inc
|
27 | $13,063 | |
| 8 | ENTG |
Entegris Inc
|
71 | $12,770 |
All Filings in AMAT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,142,335 | 12,645 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,717,727 | 13,803 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,440,325 | 13,387 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,727,955 | 13,324 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,306,865 | 12,601 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,628,972 | 11,225 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,018,888 | 12,414 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,277,103 | 11,270 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,393,882 | 10,144 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,889,891 | 9,164 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,221,683 | 7,538 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $461,453 | 3,333 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $427,982 | 2,961 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $217,531 | 1,771 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $175,576 | 1,803 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $226,044 | 2,759 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $239,277 | 2,630 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $274,012 | 2,079 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $332,973 | 2,116 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $106,459 | 827 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $262,158 | 1,841 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $223,512 | 1,673 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $20,625 | 239 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||