F/m Investments LLC

Position in AMAT — Applied Materials Inc /De

CIK 1834499 WASHINGTON, DC

Position in AMAT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$617,442

+$250,018 QoQ

Shares Held

854

-20.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,469

of 3,488 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

F/m Investments LLC holds $7,343,855 across 5 Semiconductor Equipment & Materials names. AMAT ranks #4 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	10,494	$4,547,365
2	KLAC	Kla Corp	3,406	$1,027,624
3	ACLS	Axcelis Technologies Inc	4,009	$759,505
4	AMAT	Applied Materials Inc /De This page	854	$617,442
5	ASML	Asml Holding NV	197	$391,919

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$617,442	854	-20.6%	Shares	Sole	2026-08-05
2026-03-31	$367,424	1,075	-3.1%	Shares	Sole	2026-05-11
2025-12-31	$285,001	1,109	-45.6%	Shares	Sole	2026-02-03
2025-06-30	$373,462	2,040	+7.5%	Shares	Sole	2025-08-13
2025-03-31	$275,292	1,897	-27.2%	Shares	Sole	2025-05-14
2024-12-31	$423,488	2,604	+22.0%	Shares	Sole	2025-02-13
2024-09-30	$431,376	2,135	+1.8%	Shares	Sole	2024-10-29
2024-03-31	$432,670	2,098	+2.9%	Shares	Sole	2024-04-23
2023-12-31	$330,460	2,039	+0.9%	Shares	Sole	2024-02-01
2023-09-30	$279,807	2,021	-1.1%	Shares	Sole	2023-11-06
2023-06-30	$295,295	2,043	+1.7%	Shares	Sole	2023-07-31
2023-03-31	$246,642	2,008	-89.4%	Shares	Sole	2023-05-01
2022-06-30	$1,724,707	18,957	+851.2%	Shares	Sole	2022-08-04
2022-03-31	$262,677	1,993	+1.0%	Shares	Sole	2022-08-04
2021-12-31	$310,471	1,973	-89.6%	Shares	Sole	2022-02-04
2021-09-30	$2,442,780	18,976	+0.1%	Shares	Sole	2021-11-01
2021-06-30	$2,699,476	18,957	-38.8%	Shares	Sole	2021-08-10
2021-03-31	$4,136,790	30,964	-0.4%	Shares	Sole	2021-06-01
2020-12-31	$2,683,930	31,100	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.