AXXCESS WEALTH MANAGEMENT, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1911056
CARLSBAD, CA
Position in AMAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$21,201,975
+$13,500,499 QoQ
Shares Held
29,325
-2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#670
of 3,488 holders
Holding Since
Dec 2021
17 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $47,069,224 across 8 Semiconductor Equipment & Materials names. AMAT ranks #1 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
29,325 | $21,201,975 | |
| 2 | LRCX |
Lam Research Corp
|
27,030 | $11,712,909 | |
| 3 | ASML |
Asml Holding NV
|
3,297 | $6,559,183 | |
| 4 | KLAC |
Kla Corp
|
11,648 | $3,514,318 | |
| 5 | Q |
Qnity Electronics, Inc.
|
13,531 | $2,209,747 | |
| 6 | TER |
Teradyne, Inc
|
2,730 | $1,320,883 | |
| 7 | ONTO |
Onto Innovation Inc.
|
750 | $283,837 | |
| 8 | ENTG |
Entegris Inc
|
1,481 | $266,372 |
All Filings in AMAT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,201,975 | 29,325 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $7,701,476 | 29,968 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $6,446,853 | 31,488 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,581,804 | 30,490 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,853,226 | 26,552 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,088,843 | 25,142 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,100,146 | 25,242 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,527,704 | 19,186 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,939,817 | 19,104 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,832,335 | 17,476 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,234,167 | 16,137 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $933,583 | 6,459 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $757,615 | 6,168 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $438,210 | 4,500 | Shares | Sole | 2023-02-16 | |
| 2022-06-30 | $202,248 | 2,223 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $624,204 | 4,736 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $592,775 | 3,767 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||