Silver Lake Advisory, LLC

SEC CIK: 0001596055
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

AMAT holding history

Applied Materials Inc in every 13F filed by Silver Lake Advisory, 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): 12,550
Value: $9.07M
% of portfolio: 3.2%
Quarters held: 22; Since Q1 2021

Holdings of AMAT by Silver Lake Advisory, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	12,550	$9.07M	3.2%	−4,164−24.9%	Reduced	Holders
Q1 2026	16,714	$5.71M	2.3%	−5,581−25.0%	Reduced	Holders
Q4 2025	22,295	$5.73M	2.2%	−199−0.9%	Reduced	Holders
Q3 2025	22,494	$4.61M	1.8%	−5,624−20.0%	Reduced	Holders
Q2 2025	28,118	$5.15M	2.2%	+240+0.9%	Added	Holders
Q1 2025	27,878	$4.05M	1.8%	+338+1.2%	Added	Holders
Q4 2024	27,540	$4.48M	2.0%	−315−1.1%	Reduced	Holders
Q3 2024	27,855	$5.63M	2.3%	+722+2.7%	Added	Holders
Q2 2024	27,133	$6.40M	2.9%	−3,130−10.3%	Reduced	Holders
Q1 2024	30,263	$6.24M	2.8%	−184−0.6%	Reduced	Holders
Q4 2023	30,447	$4.93M	2.8%	+632+2.1%	Added	Holders
Q3 2023	29,815	$4.13M	2.5%	+252+0.9%	Added	Holders
Q2 2023	29,563	$4.27M	2.3%	−256−0.9%	Reduced	Holders
Q1 2023	29,819	$3.66M	2.0%	−116−0.4%	Reduced	Holders
Q4 2022	29,935	$2.92M	1.8%	−194−0.6%	Reduced	Holders
Q3 2022	30,129	$2.47M	1.4%	+450+1.5%	Added	Holders
Q2 2022	29,679	$2.70M	1.5%	+415+1.4%	Added	Holders
Q1 2022	29,264	$3.86M	1.8%	+706+2.5%	Added	Holders
Q4 2021	28,558	$4.49M	2.1%	+658+2.4%	Added	Holders
Q3 2021	27,900	$3.59M	1.8%	+1,694+6.5%	Added	Holders
Q2 2021	26,206	$3.73M	1.8%	−26−0.1%	Reduced	Holders
Q1 2021	26,232	$3.50M	1.8%	–	–	Holders

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