Confluence Wealth Services, Inc.
Position in AMAT — Applied Materials Inc /De
CIK 1910411
MCMURRAY, PA
Position in AMAT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$6,021,144
+$3,923,237 QoQ
Shares Held
8,328
+35.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,136
of 3,488 holders
Holding Since
Dec 2021
18 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, 2026Confluence Wealth Services, Inc. holds $16,674,527 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (36.1% of the industry book) .
All Filings in AMAT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,021,144 | 8,328 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,097,907 | 6,138 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,586,399 | 6,173 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,291,090 | 6,306 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,139,793 | 6,226 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $901,630 | 6,213 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,063,437 | 6,539 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,306,455 | 6,466 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,862,669 | 7,893 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,530,432 | 7,421 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,083,924 | 6,688 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $758,429 | 5,478 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $759,702 | 5,256 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $643,506 | 5,239 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $510,173 | 5,239 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $425,544 | 5,194 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $483,922 | 5,319 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $137,217 | 872 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||