Marshall & Sterling Wealth Advisors Inc.
Position in AMAT — Applied Materials Inc /De
CIK 2056315
POUGHKEEPSIE, NY
Position in AMAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$58,563
+$29,170 QoQ
Shares Held
81
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,366
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, 2026Marshall & Sterling Wealth Advisors Inc. holds $70,445 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (83.1% of the industry book) .
All Filings in AMAT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,563 | 81 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $29,393 | 86 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $22,101 | 86 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $28,252 | 138 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $26,176 | 143 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,588 | 135 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,588 | 102 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||