MINDSET WEALTH MANAGEMENT, LLC
Position in AMAT — Applied Materials Inc /De
CIK 2044232
INDIANAPOLIS, IN
Position in AMAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$668,775
+$250,083 QoQ
Shares Held
925
-24.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,421
of 3,488 holders
Holding Since
Sep 2024
8 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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $4,504,178 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (14.8% of the industry book) .
All Filings in AMAT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,775 | 925 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $418,692 | 1,225 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $314,812 | 1,225 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $274,351 | 1,340 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $300,234 | 1,640 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $237,996 | 1,640 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $348,028 | 2,140 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $443,701 | 2,196 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||