Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$124,356
+$86,076 QoQ
Shares Held
172
+53.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,323
of 3,487 holders
Holding Since
Sep 2024
8 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, 2026FWL INVESTMENT MANAGEMENT, LLC holds $10,311,837 across 7 Semiconductor Equipment & Materials names. AMAT ranks #2 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENTG |
Entegris Inc
|
55,850 | $10,045,181 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
172 | $124,356 | |
| 3 | ASML |
Asml Holding NV
|
43 | $85,545 | |
| 4 | KLAC |
Kla Corp
|
140 | $42,239 | |
| 5 | LRCX |
Lam Research Corp
|
21 | $9,099 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
46 | $3,966 | |
| 7 | TER |
Teradyne, Inc
|
3 | $1,451 |
All Filings in AMAT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,356 | 172 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $38,280 | 112 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,034 | 148 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,930 | 112 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $20,503 | 112 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,253 | 112 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,214 | 112 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,629 | 112 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||