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One Day In July LLC

Position in AMAT — Applied Materials Inc /De

CIK 1823172 BURLINGTON, VT

Position in AMAT

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$863,262
+$491,053 QoQ
Shares Held
1,194
+9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#2,234
of 3,488 holders
Holding Since
Mar 2024
7 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

One Day In July LLC holds $1,436,704 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (60.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
This page
1,194 $863,262

All Filings in AMAT

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $863,262 1,194
2026-03-31 $372,209 1,089
2025-12-31 $273,180 1,063
2025-09-30 $216,819 1,059
2024-09-30 $200,029 990
2024-06-30 $233,630 990
2024-03-31 $205,817 998