Position in AMAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$89,545,719
+$49,814,683 QoQ
Shares Held
123,853
+6.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#334
of 3,488 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026NewEdge Wealth, LLC holds $458,876,237 across 9 Semiconductor Equipment & Materials names. AMAT ranks #3 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
583,113 | $175,931,023 | |
| 2 | LRCX |
Lam Research Corp
|
360,550 | $156,237,131 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
123,853 | $89,545,719 | |
| 4 | ASML |
Asml Holding NV
|
17,549 | $34,912,680 | |
| 5 | TER |
Teradyne, Inc
|
1,206 | $583,511 | |
| 6 | ONTO |
Onto Innovation Inc.
|
1,481 | $560,484 | |
| 7 | FORM |
Formfactor Inc
|
2,840 | $454,201 | |
| 8 | Q |
Qnity Electronics, Inc.
|
2,271 | $370,877 |
All Filings in AMAT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,545,719 | 123,853 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $39,731,036 | 116,244 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $31,394,412 | 122,162 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $23,141,352 | 113,028 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $20,600,317 | 112,527 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $15,967,988 | 110,033 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $25,844,346 | 158,915 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $30,905,365 | 152,959 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $34,533,360 | 146,334 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $30,222,181 | 146,546 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $21,397,777 | 132,028 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $16,182,174 | 116,881 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $12,595,071 | 87,139 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,413,609 | 68,498 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,648,522 | 68,274 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $283,887 | 3,465 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,161,113 | 56,728 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,043,787 | 53,443 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,975,791 | 50,685 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $6,319,355 | 49,090 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,594,116 | 46,307 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $5,541,728 | 41,480 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||