Badgley Phelps Wealth Managers, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1895362 SEATTLE, WA

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$59,754,504

+$31,472,066 QoQ

Shares Held

82,648

-0.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.62%

of 13F equity value

Holder Rank

#424

of 3,488 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Badgley Phelps Wealth Managers, LLC holds $149,782,753 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (39.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	205,801	$89,179,747
2	AMAT	Applied Materials Inc /De This page	82,648	$59,754,504
3	ASML	Asml Holding NV	243	$483,433
4	KLAC	Kla Corp	1,210	$365,069

All Filings in AMAT

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20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,754,504	82,648	-0.1%	Shares	Sole	2026-07-31
2026-03-31	$28,282,438	82,748	-0.5%	Shares	Sole	2026-04-15
2025-12-31	$21,362,807	83,127	+1.8%	Shares	Sole	2026-01-28
2025-09-30	$16,723,777	81,683	+0.7%	Shares	Sole	2025-11-04
2025-06-30	$14,853,201	81,134	-1.4%	Shares	Sole	2025-07-16
2025-03-31	$11,936,845	82,255	+0.1%	Shares	Sole	2025-04-30
2024-12-31	$13,360,054	82,150	-1.9%	Shares	Sole	2025-02-11
2024-09-30	$16,919,060	83,737	+0.9%	Shares	Sole	2024-10-18
2024-06-30	$19,590,709	83,015	+135990.2%	Shares	Sole	2024-08-14
2024-03-31	$12,580	61	-99.9%	Shares	Sole	2024-05-15
2023-12-31	$13,849,043	85,451	+12.9%	Shares	Sole	2024-02-14
2023-09-30	$10,482,049	75,710	+0.7%	Shares	Sole	2023-11-02
2023-06-30	$10,866,083	75,177	-0.5%	Shares	Sole	2023-08-15
2023-03-31	$9,281,526	75,564	+4.7%	Shares	Sole	2023-04-28
2022-12-31	$7,027,135	72,162	-14.0%	Shares	Sole	2023-01-27
2022-09-30	$6,871,632	83,872	-3.6%	Shares	Sole	2022-11-09
2022-06-30	$7,915,078	86,998	+0.2%	Shares	Sole	2022-08-01
2022-03-31	$11,443,271	86,823	+0.1%	Shares	Sole	2022-05-09
2021-12-31	$13,653,183	86,764	+2.8%	Shares	Sole	2022-02-08
2021-09-30	$10,869,446	84,436	—	Shares	Sole	2021-11-29
No filing history on record for this holder in this stock.