MOODY LYNN LIEBERSON & WALKER, LLC

Position in AMAT — Applied Materials Inc /De

CIK 938592 BOSTON, MA

Position in AMAT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$372,345

+$135,658 QoQ

Shares Held

515

-44.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,827

of 3,488 holders

Holding Since

Dec 2021

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MOODY LYNN LIEBERSON & WALKER, LLC holds $4,633,128 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	4,440	$1,923,985
2	ASML	Asml Holding NV	843	$1,677,097
3	AMAT	Applied Materials Inc /De This page	515	$372,345
4	KLAC	Kla Corp	1,160	$349,983
5	ENTG	Entegris Inc	1,722	$309,718

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$372,345	515	-44.1%	Shares	Sole	2026-07-20
2025-12-31	$236,687	921	-92.4%	Shares	Sole	2026-01-15
2021-12-31	$1,911,924	12,150	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.