Octavia Wealth Advisors, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1841259 CINCINNATI, OH

Position in AMAT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$4,486,938

+$2,348,358 QoQ

Shares Held

6,206

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.62%

of 13F equity value

Holder Rank

#1,267

of 3,488 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $5,434,744 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (82.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	6,206	$4,486,938
2	KLAC	Kla Corp	1,169	$352,698
3	LRCX	Lam Research Corp	726	$314,597
4	ASML	Asml Holding NV	141	$280,511

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,486,938	6,206	-0.8%	Shares	Sole	2026-07-14
2026-03-31	$2,138,580	6,257	-1.4%	Shares	Sole	2026-04-10
2025-12-31	$1,631,115	6,347	+1.2%	Shares	Sole	2026-01-23
2025-09-30	$1,284,129	6,272	+1.2%	Shares	Sole	2025-10-28
2025-06-30	$1,135,034	6,200	+0.8%	Shares	Sole	2025-07-16
2025-03-31	$892,342	6,149	-0.5%	Shares	Sole	2025-04-14
2024-12-31	$1,005,378	6,182	+0.8%	Shares	Sole	2025-01-17
2024-09-30	$1,238,768	6,131	-0.3%	Shares	Sole	2024-10-10
2024-06-30	$1,450,866	6,148	+2.4%	Shares	Sole	2024-08-02
2024-03-31	$1,237,998	6,003	-5.9%	Shares	Sole	2024-04-15
2023-12-31	$1,033,358	6,376	-8.8%	Shares	Sole	2024-01-30
2023-09-30	$967,488	6,988	-4.2%	Shares	Sole	2023-10-30
2023-06-30	$1,054,419	7,295	-0.0%	Shares	Sole	2023-07-18
2023-03-31	$896,290	7,297	+2.6%	Shares	Sole	2023-04-20
2022-12-31	$692,469	7,111	+4.8%	Shares	Sole	2023-01-19
2022-09-30	$556,140	6,788	-2.9%	Shares	Sole	2022-10-17
2022-06-30	$636,314	6,994	-4.5%	Shares	Sole	2022-07-18
2022-03-31	$964,776	7,320	-3.4%	Shares	Sole	2022-04-20
2021-12-31	$1,192,631	7,579	+1.4%	Shares	Sole	2022-01-28
2021-09-30	$962,256	7,475	+0.8%	Shares	Sole	2021-11-12
2021-06-30	$1,056,038	7,416	+2.1%	Shares	Sole	2021-07-26
2021-03-31	$970,871	7,267	-13.5%	Shares	Sole	2021-05-10
2020-12-31	$724,747	8,398	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.