Hennion & Walsh Asset Management, Inc.
Position in AMAT — Applied Materials Inc /De
CIK 1861642
Parsippany, NJ
Position in AMAT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$36,740,691
+$18,718,105 QoQ
Shares Held
50,817
-3.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#528
of 3,488 holders
Holding Since
Mar 2022
18 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, 2026Hennion & Walsh Asset Management, Inc. holds $112,877,690 across 7 Semiconductor Equipment & Materials names. AMAT ranks #1 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
50,817 | $36,740,691 | |
| 2 | LRCX |
Lam Research Corp
|
74,391 | $32,235,852 | |
| 3 | KLAC |
Kla Corp
|
88,483 | $26,696,205 | |
| 4 | ASML |
Asml Holding NV
|
6,371 | $12,674,721 | |
| 5 | ONTO |
Onto Innovation Inc.
|
5,524 | $2,090,557 | |
| 6 | NVMI |
Nova Ltd.
|
2,736 | $1,485,483 | |
| 7 | AMBA |
Ambarella Inc
|
11,121 | $954,181 |
All Filings in AMAT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,740,691 | 50,817 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $18,022,586 | 52,730 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $15,116,408 | 58,821 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $11,595,859 | 56,637 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,607,879 | 52,482 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,178,505 | 49,466 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $6,769,961 | 41,628 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,625,825 | 32,793 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $7,024,006 | 29,764 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $5,122,340 | 24,838 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,229,054 | 26,094 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,486,032 | 25,179 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,011,201 | 20,833 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,453,037 | 19,971 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,502,768 | 15,432 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,203,223 | 14,686 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $605,380 | 6,654 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $759,563 | 5,763 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||