JOHNSON INVESTMENT COUNSEL INC

Position in AMAT — Applied Materials Inc /De

CIK 821197 Cincinnati, OH

Position in AMAT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$15,658,011

+$8,314,995 QoQ

Shares Held

21,657

+0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#771

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Technology · as of Jun 30, 2026

JOHNSON INVESTMENT COUNSEL INC holds $173,716,433 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	70,235	$139,728,311
2	AMAT	Applied Materials Inc /De This page	21,657	$15,658,011
3	LRCX	Lam Research Corp	23,643	$10,245,221
4	KLAC	Kla Corp	24,484	$7,387,067
5	Q	Qnity Electronics, Inc.	4,273	$697,823

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,658,011	21,657	+0.8%	Shares	Sole	2026-07-23
2026-03-31	$7,343,016	21,484	-4.3%	Shares	Sole	2026-05-04
2025-12-31	$5,766,855	22,440	-7.5%	Shares	Sole	2026-02-13
2025-09-30	$4,965,149	24,251	+10.5%	Shares	Sole	2025-11-06
2025-06-30	$4,019,301	21,955	+0.8%	Shares	Sole	2025-07-25
2025-03-31	$3,160,278	21,777	+16.0%	Shares	Sole	2025-04-21
2024-12-31	$3,053,703	18,777	+11.4%	Shares	Sole	2025-02-07
2024-09-30	$3,405,552	16,855	-1.9%	Shares	Sole	2024-11-04
2024-06-30	$4,053,364	17,176	+1.3%	Shares	Sole	2024-08-08
2024-03-31	$3,496,423	16,954	-0.5%	Shares	Sole	2024-05-09
2023-12-31	$2,760,214	17,031	-2.0%	Shares	Sole	2024-02-07
2023-09-30	$2,405,291	17,373	+5.2%	Shares	Sole	2023-11-13
2023-06-30	$2,386,499	16,511	-13.7%	Shares	Sole	2023-08-10
2023-03-31	$2,350,843	19,139	+0.7%	Shares	Sole	2023-05-15
2022-12-31	$1,850,512	19,003	+2.3%	Shares	Sole	2023-02-14
2022-09-30	$1,522,587	18,584	+4.9%	Shares	Sole	2022-11-14
2022-06-30	$1,611,528	17,713	-6.7%	Shares	Sole	2022-08-15
2022-03-31	$2,502,486	18,987	+10.6%	Shares	Sole	2022-05-11
2021-12-31	$2,701,241	17,166	+1.2%	Shares	Sole	2022-02-15
2021-09-30	$2,183,904	16,965	+5.3%	Shares	Sole	2021-11-12
2021-06-30	$2,294,491	16,113	-21.6%	Shares	Sole	2021-08-13
2021-03-31	$2,746,816	20,560	+0.0%	Shares	Sole	2021-05-14
2020-12-31	$1,773,723	20,553	-0.2%	Shares	Sole	2021-02-12
2020-09-30	$1,224,729	20,601	-3.0%	Shares	Sole	2020-11-16
2020-06-30	$1,283,474	21,232	-2.8%	Shares	Sole	2020-08-13
2020-03-31	$1,001,304	21,853	—	Shares	Sole	2020-05-20
No filing history on record for this holder in this stock.