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Balboa Wealth Partners

Position in AMAT — Applied Materials Inc /De

CIK 1929008 SCOTTSDALE, AZ

Position in AMAT

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$1,647,717
+$604,916 QoQ
Shares Held
2,279
-25.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,811
of 3,488 holders
Holding Since
Jun 2023
13 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, 2026

Balboa Wealth Partners holds $10,221,141 across 6 Semiconductor Equipment & Materials names. AMAT ranks #2 (16.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AMAT
Applied Materials Inc /De
This page
2,279 $1,647,717

All Filings in AMAT

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,647,717 2,279
2026-03-31 $1,042,801 3,051
2025-12-31 $539,935 2,101
2025-09-30 $522,905 2,554
2025-06-30 $1,468,038 8,019
2025-03-31 $1,127,727 7,771
2024-12-31 $1,276,157 7,847
2024-09-30 $1,078,947 5,340
2024-06-30 $1,081,306 4,582
2024-03-31 $787,179 3,817
2023-12-31 $472,271 2,914
2023-09-30 $359,831 2,599
2023-06-30 $372,045 2,574