Position in AMAT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,752,461
+$1,439,646 QoQ
Shares Held
3,807
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,513
of 3,488 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Falcon Wealth Planning holds $5,708,213 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (48.2% of the industry book) .
All Filings in AMAT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,752,461 | 3,807 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,312,815 | 3,841 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $926,448 | 3,605 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,246,661 | 6,089 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,062,538 | 5,804 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $792,935 | 5,464 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $886,821 | 5,453 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,112,689 | 5,507 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,304,788 | 5,529 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,117,766 | 5,420 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,053,617 | 6,501 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $582,182 | 4,205 | Shares | Sole | 2023-10-05 | |
| No filing history on record for this holder in this stock. | ||||||