Skip to main content

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

AMAT holding history

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

AMAT overviewAll 13F holders of AMATFull Q2 2026 holdings

Shares (Q2 2026)
2,718
Value
$1.97M
% of portfolio
0.4%
Quarters held
4
Since Q1 2023
Holdings of AMAT by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,718$1.97M0.4%+495+22.3%AddedHolders
Q1 20262,223$759.8K0.1%+2,223NewHolders
Q3 20230$00.0%−262−100.0%Sold outHolders
Q2 2023262$37.8K<0.1%−285−52.1%ReducedHolders
Q1 2023547$67.1K<0.1%+547NewHolders