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GoalVest Advisory LLC

Position in AMAT — Applied Materials Inc /De

CIK 1839307 NEW YORK, NY

Position in AMAT

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$7,230
+$4,496 QoQ
Shares Held
10
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,455
of 3,488 holders
Holding Since
Mar 2022
11 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

GoalVest Advisory LLC holds $4,587,962 across 4 Semiconductor Equipment & Materials names. AMAT ranks #4 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 AMAT
Applied Materials Inc /De
This page
10 $7,230

All Filings in AMAT

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,230 10
2026-03-31 $2,734 8
2025-03-31 $10,158 70
2024-12-31 $14,474 89
2024-09-30 $15,153 75
2023-09-30 $1,384 10
2023-03-31 $26,039 212
2022-12-31 $1,168 12
2022-09-30 $983 12
2022-06-30 $1,091 12
2022-03-31 $6,853 52