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J. Stern & Co. LLP

Position in AMAT — Applied Materials Inc /De

CIK 2011335 LONDON, X0

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,156,800
+$370,683 QoQ
Shares Held
1,600
-30.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,053
of 3,488 holders
Holding Since
Jun 2024
6 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, 2026

J. Stern & Co. LLP holds $8,555,322 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (13.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AMAT
Applied Materials Inc /De
This page
1,600 $1,156,800

All Filings in AMAT

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,156,800 1,600
2026-03-31 $786,117 2,300
2025-12-31 $719,572 2,800
2025-09-30 $573,272 2,800
2024-12-31 $455,364 2,800
2024-06-30 $660,772 2,800