Position in AMAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,016,447
+$1,012,952 QoQ
Shares Held
2,789
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,696
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, 2026Forum Financial Management, LP holds $2,956,623 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (68.2% of the industry book) .
All Filings in AMAT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,016,447 | 2,789 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,003,495 | 2,936 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,748,508 | 10,695 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,067,464 | 10,098 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,391,881 | 7,603 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,068,373 | 7,362 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $1,847,343 | 9,143 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,145,149 | 9,090 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,453,096 | 7,046 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,132,545 | 6,988 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $992,132 | 7,166 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $866,083 | 5,992 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $801,957 | 6,529 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $568,114 | 5,834 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $469,704 | 5,733 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $524,772 | 5,768 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $756,795 | 5,742 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $903,561 | 5,742 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||