Capital Advisors Wealth Management, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1824700 YAKIMA, WA

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,079,439

+$567,438 QoQ

Shares Held

1,493

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#2,103

of 3,488 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Capital Advisors Wealth Management, LLC holds $2,744,602 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	1,493	$1,079,439
2	ASML	Asml Holding NV	443	$881,321
3	KLAC	Kla Corp	2,598	$783,842

All Filings in AMAT

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,079,439	1,493	-0.3%	Shares	Sole	2026-07-23
2026-03-31	$512,001	1,498	-0.3%	Shares	Sole	2026-04-08
2025-12-31	$386,255	1,503	-18.0%	Shares	Sole	2026-01-21
2025-09-30	$375,288	1,833	+1.6%	Shares	Sole	2025-10-16
2025-06-30	$330,441	1,805	+1.7%	Shares	Sole	2025-08-13
2025-03-31	$257,588	1,775	+35.4%	Shares	Sole	2025-04-25
2024-12-31	$213,207	1,311	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.