Thompson David Blair

Position in AMAT — Applied Materials Inc /De

CIK 2150492 CHARLOTTE, NC

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,140,080

+$600,317 QoQ

Shares Held

2,960

-34.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.60%

of 13F equity value

Holder Rank

#1,645

of 3,488 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Thompson David Blair holds $3,479,519 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (61.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	2,960	$2,140,080
2	LRCX	Lam Research Corp	2,059	$892,226
3	ASML	Asml Holding NV	119	$236,743
4	TER	Teradyne, Inc	435	$210,470

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,140,080	2,960	-34.3%	Shares	Sole	2026-08-14
2026-03-31	$1,539,763	4,505	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.