WealthPlan Investment Management, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1929986 OMAHA, NE

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$14,355,165

+$7,886,106 QoQ

Shares Held

19,855

+4.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.74%

of 13F equity value

Holder Rank

#794

of 3,488 holders

Holding Since

Dec 2025

3 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

WealthPlan Investment Management, LLC holds $21,207,789 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (67.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	19,855	$14,355,165
2	LRCX	Lam Research Corp	8,736	$3,785,570
3	KLAC	Kla Corp	9,493	$2,864,133
4	ASML	Asml Holding NV	102	$202,921

All Filings in AMAT

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,355,165	19,855	+4.9%	Shares	Sole	2026-07-28
2026-03-31	$6,469,059	18,927	+349.4%	Shares	Sole	2026-04-29
2025-12-31	$1,082,441	4,212	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.