Walkner Condon Financial Advisors LLC

Position in AMAT — Applied Materials Inc /De

CIK 1817494 MADISON, WI

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$676,005

+$368,736 QoQ

Shares Held

935

+4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#2,415

of 3,488 holders

Holding Since

Mar 2026

2 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, 2026

Walkner Condon Financial Advisors LLC holds $3,021,651 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	2,291	$992,759
2	KLAC	Kla Corp	2,618	$789,876
3	AMAT	Applied Materials Inc /De This page	935	$676,005
4	ASML	Asml Holding NV	283	$563,011

All Filings in AMAT

Export CSV

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$676,005	935	+4.0%	Shares	Sole	2026-07-27
2026-03-31	$307,269	899	—	Shares	Sole	2026-04-28
No filing history on record for this holder in this stock.