Walker Asset Management, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1923053
SPRINGFIELD, MO
Position in AMAT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,461,906
+$771,491 QoQ
Shares Held
2,022
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,887
of 3,488 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Walker Asset Management, LLC holds $4,231,772 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (34.5% of the industry book) .
All Filings in AMAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,461,906 | 2,022 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $690,415 | 2,020 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $518,348 | 2,017 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $412,141 | 2,013 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $367,604 | 2,008 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $290,675 | 2,003 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $324,772 | 1,997 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $384,501 | 1,903 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $448,145 | 1,899 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $390,805 | 1,895 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $306,636 | 1,892 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||