PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in AMAT — Applied Materials Inc /De
CIK 2145782
WALTHAM, MA
Position in AMAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,197,288
+$661,704 QoQ
Shares Held
1,656
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#2,026
of 3,488 holders
Holding Since
Dec 2022
15 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $1,704,327 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (70.2% of the industry book) .
All Filings in AMAT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,197,288 | 1,656 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $535,584 | 1,567 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $402,703 | 1,567 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $329,631 | 1,610 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $294,559 | 1,609 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $233,498 | 1,609 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $261,671 | 1,609 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $325,098 | 1,609 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $379,471 | 1,608 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $331,617 | 1,608 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $260,608 | 1,608 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $222,627 | 1,608 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $232,275 | 1,607 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $200,458 | 1,632 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $161,358 | 1,657 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||