Modern Wealth Management, LLC
Position in AMAT — Applied Materials Inc /De
CIK 2001900
KANSAS CITY, MO
Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,495,336
+$9,102,841 QoQ
Shares Held
21,432
+14.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#775
of 3,488 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $28,348,132 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (54.7% of the industry book) .
All Filings in AMAT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,495,336 | 21,432 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $6,392,495 | 18,703 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,729,642 | 18,404 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $3,614,068 | 17,652 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,198,780 | 17,473 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $2,475,309 | 17,057 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $1,227,530 | 7,548 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $608,168 | 3,010 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $697,112 | 2,954 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $568,574 | 2,757 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||