HM PAYSON & CO

Position in AMAT — Applied Materials Inc /De

CIK 928052 PORTLAND, ME

Position in AMAT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$6,574,962

+$3,498,853 QoQ

Shares Held

9,094

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#346

of 1,550 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 32% Shared 0% None 68%

Technology · as of Jun 30, 2026

HM PAYSON & CO holds $530,442,449 across 6 Semiconductor Equipment & Materials names. AMAT ranks #3 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	810,989	$351,425,862
2	ASML	Asml Holding NV	86,363	$171,813,997
3	AMAT	Applied Materials Inc /De This page	9,094	$6,574,962
4	TER	Teradyne, Inc	866	$419,004
5	ICHR	Ichor Holdings, Ltd.	1,498	$168,195
6	KLAC	Kla Corp	134	$40,429

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,574,962	9,094	+1.0%	Shares	Sole	2026-07-17
2026-03-31	$3,076,109	9,000	-12.6%	Shares	Sole	2026-04-13
2025-12-31	$2,646,996	10,300	-2.9%	Shares	Sole	2026-02-12
2025-09-30	$2,172,700	10,612	+1.4%	Shares	Sole	2025-10-17
2025-06-30	$1,915,277	10,462	-5.2%	Shares	Sole	2025-10-17
2025-03-31	$1,601,979	11,039	+5.2%	Shares	Sole	2025-04-29
2024-12-31	$1,707,126	10,497	+1.8%	Shares	Sole	2025-02-07
2024-09-30	$2,084,145	10,315	+10.5%	Shares	Sole	2024-10-28
2024-06-30	$2,202,021	9,331	+0.2%	Shares	Sole	2024-08-13
2024-03-31	$1,921,031	9,315	-1.0%	Shares	Sole	2024-06-20
2023-12-31	$1,524,267	9,405	-3.8%	Shares	Sole	2024-02-13
2023-09-30	$1,353,209	9,774	-1.1%	Shares	Sole	2023-11-06
2023-06-30	$1,428,343	9,882	+15.8%	Shares	Sole	2023-07-17
2023-03-31	$1,048,231	8,534	+0.2%	Shares	Sole	2023-04-18
2022-12-31	$829,385	8,517	+0.4%	Shares	Sole	2023-02-06
2022-09-30	$695,257	8,486	-0.6%	Shares	Sole	2022-10-25
2022-06-30	$776,605	8,536	-1.2%	Shares	Sole	2022-08-15
2022-03-31	$1,138,620	8,639	-3.3%	Shares	Sole	2022-05-12
2021-12-31	$1,406,168	8,936	+0.4%	Shares	Sole	2022-02-15
2021-09-30	$1,145,825	8,901	-5.8%	Shares	Sole	2021-11-30
2021-06-30	$1,345,822	9,451	+0.1%	Shares	Sole	2021-08-17
2021-03-31	$1,261,985	9,446	-31.1%	Shares	Sole	2021-06-15
2020-12-31	$1,182,396	13,701	-1.7%	Shares	Sole	2021-03-10
2020-09-30	$828,911	13,943	0.0%	Shares	Sole	2020-12-21
2020-06-30	$842,854	13,943	0.0%	Shares	Sole	2020-08-13
2020-03-31	$638,868	13,943	—	Shares	Sole	2020-07-01
No filing history on record for this holder in this stock.