Gibbs Wealth Management

Position in AMAT — Applied Materials Inc /De

CIK 2081110 Alpharetta, GA

Position in AMAT

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$6,117,357

+$5,117,409 QoQ

Shares Held

17,898

+360.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Gibbs Wealth Management holds $10,581,517 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (57.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	17,898	$6,117,357
2	ASML	Asml Holding NV	1,231	$1,625,941
3	NVMI	Nova Ltd.	2,405	$1,044,443
4	LRCX	Lam Research Corp	4,139	$884,338
5	ENTG	Entegris Inc	4,536	$531,800
6	Q	Qnity Electronics, Inc.	3,273	$377,638

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,117,357	17,898	+360.0%	Shares	Other	2026-05-13
2025-12-31	$999,948	3,891	-38.6%	Shares	Other	2026-01-23
2025-09-30	$1,296,618	6,333	-16.5%	Shares	Other	2025-10-30
2025-06-30	$1,388,402	7,584	+42.1%	Shares	Sole	2025-08-13
2025-03-31	$774,505	5,337	+41.8%	Shares	Other	2025-11-04
2024-12-31	$611,976	3,763	+11.3%	Shares	Other	2025-11-04
2024-09-30	$682,929	3,380	+41.3%	Shares	Other	2025-11-04
2024-06-30	$564,488	2,392	+19.7%	Shares	Other	2025-11-04
2024-03-31	$412,253	1,999	—	Shares	Other	2025-11-04
No filing history on record for this holder in this stock.