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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

AMAT holding history

Applied Materials Inc in every 13F filed by AE Wealth Management 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)
236,947
Value
$171.3M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of AMAT by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026236,947$171.3M0.8%+33,197+16.3%AddedHolders
Q1 2026203,750$69.6M0.4%−34,253−14.4%ReducedHolders
Q4 2025238,003$61.2M0.4%+29,141+14.0%AddedHolders
Q3 2025208,862$42.8M0.3%+28,048+15.5%AddedHolders
Q2 2025180,814$33.1M0.2%+35,762+24.7%AddedHolders
Q1 2025145,052$21.1M0.2%+22,684+18.5%AddedHolders
Q4 2024122,368$19.9M0.2%+26,512+27.7%AddedHolders
Q3 202495,856$19.4M0.2%+81,679+576.1%AddedHolders
Q2 202414,177$3.35M<0.1%+5,561+64.5%AddedHolders
Q1 20248,616$1.78M<0.1%−92,896−91.5%ReducedHolders
Q4 2023101,512$16.9M0.1%+5,107+5.3%AddedHolders
Q3 202396,405$13.3M0.1%+7,116+8.0%AddedHolders
Q2 202389,289$12.9M0.1%+20,072+29.0%AddedHolders
Q1 202369,217$8.50M0.1%+28,440+69.7%AddedHolders
Q4 202240,777$3.97M<0.1%+11,559+39.6%AddedHolders
Q3 202229,218$2.39M<0.1%+1,578+5.7%AddedHolders
Q2 202227,640$2.52M<0.1%+791+2.9%AddedHolders
Q1 202226,849$3.54M<0.1%+1,326+5.2%AddedHolders
Q4 202125,523$4.02M<0.1%−45,465−64.0%ReducedHolders
Q3 202170,988$9.14M0.1%+4,764+7.2%AddedHolders
Q2 202166,224$9.43M0.1%+9,689+17.1%AddedHolders
Q1 202156,535$7.55M0.1%––Holders

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