SUMMIT WEALTH GROUP LLC / CO
Position in AMAT — Applied Materials Inc /De
CIK 2081278
COLORADO SPRINGS, CO
Position in AMAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,052,597
+$1,165,994 QoQ
Shares Held
2,839
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#1,682
of 3,488 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $4,156,150 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (49.4% of the industry book) .
All Filings in AMAT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,052,597 | 2,839 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $886,603 | 2,594 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $606,239 | 2,359 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,184,420 | 5,785 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $485,135 | 2,650 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||