MW ADVISORY, LLC

Position in AMAT — Applied Materials Inc /De

CIK 2149104 ATLANTA, GA

Position in AMAT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,452,507

New position

Shares Held

2,009

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#1,891

of 3,488 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MW ADVISORY, LLC holds $4,835,765 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	2,009	$1,452,507
2	LRCX	Lam Research Corp	3,196	$1,384,922
3	ASML	Asml Holding NV	691	$1,374,702
4	KLAC	Kla Corp	2,067	$623,634

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,452,507	2,009	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.