Position in AMAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$95,142,031
+$26,274,108 QoQ
Shares Held
278,364
+3.9% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $398,572,257 across 18 Semiconductor Equipment & Materials names. AMAT ranks #3 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
637,244 | $136,153,553 | |
| 2 | KLAC |
Kla Corp
|
64,701 | $95,266,399 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
278,364 | $95,142,031 | |
| 4 | ASML |
Asml Holding NV
|
27,550 | $36,388,866 | |
| 5 | TER |
Teradyne, Inc
|
58,151 | $17,239,445 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
47,976 | $4,465,606 | |
| 7 | Q |
Qnity Electronics, Inc.
|
27,496 | $3,172,488 | |
| 8 | ONTO |
Onto Innovation Inc.
|
14,448 | $2,962,851 |
All Filings in AMAT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $95,142,031 | 278,364 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $68,867,923 | 267,979 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $49,637,165 | 242,440 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $45,964,300 | 251,075 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,415,832 | 250,936 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $49,971,157 | 307,269 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $47,774,994 | 294,780 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $41,187,352 | 297,489 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $38,500,686 | 266,367 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $34,547,534 | 281,263 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $27,170,188 | 279,012 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $19,221,269 | 234,606 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $20,731,703 | 227,871 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $32,883,309 | 249,494 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $38,652,179 | 245,629 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $33,526,569 | 260,441 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $29,604,960 | 207,900 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $25,763,023 | 192,837 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $9,955,913 | 115,364 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,709,110 | 112,853 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $6,335,099 | 104,799 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,697,649 | 102,524 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||