KINGSWOOD WEALTH ADVISORS, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1987855
SAN DIEGO, CA
Position in AMAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,623,312
+$3,780,226 QoQ
Shares Held
10,544
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,037
of 3,488 holders
Holding Since
Jun 2023
13 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $17,244,801 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (44.2% of the industry book) .
All Filings in AMAT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,623,312 | 10,544 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,843,086 | 11,244 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,537,005 | 9,872 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,917,594 | 9,366 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,179,520 | 6,443 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $911,643 | 6,282 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $952,036 | 5,854 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,293,212 | 16,299 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,616,657 | 11,088 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,912,370 | 9,273 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,881,794 | 11,611 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $601,288 | 4,343 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $616,752 | 4,267 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||