Whalen Wealth Management Inc.
Position in AMAT — Applied Materials Inc /De
CIK 1894447
LAS VEGAS, NV
Position in AMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,198,011
+$549,636 QoQ
Shares Held
1,657
-12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#2,025
of 3,488 holders
Holding Since
Dec 2023
3 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, 2026Whalen Wealth Management Inc. holds $3,706,714 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (32.3% of the industry book) .
All Filings in AMAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,198,011 | 1,657 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $648,375 | 1,897 | Shares | Sole | 2026-04-13 | |
| 2023-12-31 | $621,700 | 3,836 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||