Wilkerson Advisory Group LLC

Position in AMAT — Applied Materials Inc /De

CIK 2079661 COLUMBIA, MO

Position in AMAT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$528,513

+$317,629 QoQ

Shares Held

731

+18.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#2,583

of 3,488 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Wilkerson Advisory Group LLC holds $1,611,795 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (32.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	731	$528,513
2	LRCX	Lam Research Corp	864	$374,397
3	Q	Qnity Electronics, Inc.	1,592	$259,989
4	KLAC	Kla Corp	612	$184,646
5	TER	Teradyne, Inc	283	$136,926
6	ASML	Asml Holding NV	64	$127,324

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$528,513	731	+18.5%	Shares	Sole	2026-07-21
2026-03-31	$210,884	617	+499.0%	Shares	Sole	2026-05-08
2025-12-31	$26,469	103	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.