Naples Global Advisors, LLC

SEC CIK: 0001582151
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

AMAT holding history

Applied Materials Inc in every 13F filed by Naples Global Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMAT overview All 13F holders of AMAT Full Q2 2026 holdings

Shares (Q2 2026): 33,854
Value: $24.5M
% of portfolio: 1.5%
Quarters held: 22; Since Q1 2021

Holdings of AMAT by Naples Global Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	33,854	$24.5M	1.5%	−1,469−4.2%	Reduced	Holders
Q1 2026	35,323	$12.1M	0.9%	−144−0.4%	Reduced	Holders
Q4 2025	35,467	$9.11M	0.7%	−1,201−3.3%	Reduced	Holders
Q3 2025	36,668	$7.51M	0.6%	−190−0.5%	Reduced	Holders
Q2 2025	36,858	$6.75M	0.6%	+126+0.3%	Added	Holders
Q1 2025	36,732	$5.33M	0.5%	+1,267+3.6%	Added	Holders
Q4 2024	35,465	$5.77M	0.5%	+425+1.2%	Added	Holders
Q3 2024	35,040	$7.08M	0.7%	−255−0.7%	Reduced	Holders
Q2 2024	35,295	$8.33M	0.8%	−1,335−3.6%	Reduced	Holders
Q1 2024	36,630	$7.55M	0.8%	−71−0.2%	Reduced	Holders
Q4 2023	36,701	$5.95M	0.7%	−820−2.2%	Reduced	Holders
Q3 2023	37,521	$5.19M	0.6%	−260−0.7%	Reduced	Holders
Q2 2023	37,781	$5.46M	0.6%	−973−2.5%	Reduced	Holders
Q1 2023	38,754	$4.76M	0.6%	+205+0.5%	Added	Holders
Q4 2022	38,549	$3.75M	0.5%	+3,870+11.2%	Added	Holders
Q3 2022	34,679	$2.84M	0.4%	+2,885+9.1%	Added	Holders
Q2 2022	31,794	$2.89M	0.4%	+994+3.2%	Added	Holders
Q1 2022	30,800	$4.06M	0.5%	+1,320+4.5%	Added	Holders
Q4 2021	29,480	$4.64M	0.5%	+545+1.9%	Added	Holders
Q3 2021	28,935	$3.73M	0.5%	+1,340+4.9%	Added	Holders
Q2 2021	27,595	$3.93M	0.5%	+715+2.7%	Added	Holders
Q1 2021	26,880	$3.59M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.