VANGUARD PORTFOLIO MANAGEMENT LLC
Position in AMAT — Applied Materials Inc /De
CIK 2100121
MALVERN, PA
Position in AMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,414,040,961
+$7,514,165,886 QoQ
Shares Held
18,553,307
+7.5% QoQ
Ownership
2.34%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#7
of 3,488 holders
Holding Since
Mar 2026
2 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, 2026VANGUARD PORTFOLIO MANAGEMENT LLC holds $54,366,686,702 across 25 Semiconductor Equipment & Materials names. AMAT ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
36,635,534 | $15,875,275,948 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
18,553,307 | $13,414,040,961 | |
| 3 | KLAC |
Kla Corp
|
39,388,674 | $11,883,956,832 | |
| 4 | TER |
Teradyne, Inc
|
8,633,782 | $4,177,369,082 | |
| 5 | Q |
Qnity Electronics, Inc.
|
10,213,503 | $1,667,967,174 | |
| 6 | ENTG |
Entegris Inc
|
7,784,532 | $1,400,125,925 | |
| 7 | ONTO |
Onto Innovation Inc.
|
2,727,910 | $1,032,377,539 | |
| 8 | FORM |
Formfactor Inc
|
5,242,203 | $838,385,525 |
All Filings in AMAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,414,040,961 | 18,553,307 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,899,875,075 | 17,261,696 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||