Retirement Wealth Solutions LLC
PensionPosition in AMAT — Applied Materials Inc /De
CIK 2044741
MARSHFIELD, WI
Position in AMAT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$274,740
+$145,544 QoQ
Shares Held
380
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#3,048
of 3,488 holders
Holding Since
Dec 2024
7 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, 2026Retirement Wealth Solutions LLC holds $500,650 across 8 Semiconductor Equipment & Materials names. AMAT ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
380 | $274,740 | |
| 2 | LRCX |
Lam Research Corp
|
323 | $139,965 | |
| 3 | ASML |
Asml Holding NV
|
29 | $57,693 | |
| 4 | KLAC |
Kla Corp
|
49 | $14,783 | |
| 5 | ENTG |
Entegris Inc
|
39 | $7,014 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
17 | $3,220 | |
| 7 | TER |
Teradyne, Inc
|
5 | $2,419 | |
| 8 | Q |
Qnity Electronics, Inc.
|
5 | $816 |
All Filings in AMAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,740 | 380 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $129,196 | 378 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $88,918 | 346 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $69,202 | 338 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $61,877 | 338 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $49,050 | 338 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $59,034 | 363 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||