Heritage Wealth Management, Inc.
Position in AMAT — Applied Materials Inc /De
CIK 1944755
CINCINNATI, OH
Position in AMAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$688,296
+$366,330 QoQ
Shares Held
952
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,401
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, 2026Heritage Wealth Management, Inc. holds $6,532,436 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (10.5% of the industry book) .
All Filings in AMAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,296 | 952 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $321,966 | 942 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $238,486 | 928 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||