Position in AMAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,775,506
+$2,506,782 QoQ
Shares Held
5,222
+40.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,348
of 3,488 holders
Holding Since
Jun 2024
5 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, 2026Triad Wealth Partners, LLC holds $10,792,449 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (35.0% of the industry book) .
All Filings in AMAT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,775,506 | 5,222 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,268,724 | 3,712 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $852,178 | 3,316 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $570,610 | 2,787 | Shares | Sole | 2025-10-30 | |
| 2024-06-30 | $80,000 | 339 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||