BAKER TILLY WEALTH MANAGEMENT, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1840565
MADISON, WI
Position in AMAT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$529,959
+$214,487 QoQ
Shares Held
733
-20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,581
of 3,488 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $2,339,502 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (22.7% of the industry book) .
All Filings in AMAT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,959 | 733 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $315,472 | 923 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $211,502 | 823 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $247,735 | 1,210 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $230,668 | 1,260 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $328,406 | 2,263 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $236,464 | 1,454 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $348,536 | 1,725 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $350,681 | 1,486 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $628,382 | 3,047 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $687,663 | 4,243 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $698,203 | 5,043 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,087,808 | 7,526 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,158,041 | 9,428 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $852,951 | 8,759 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $724,261 | 8,840 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $603,652 | 6,635 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $789,613 | 5,991 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,208,052 | 7,677 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $961,613 | 7,470 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $962,766 | 6,761 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $846,756 | 6,338 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $519,612 | 6,021 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||