Skip to main content

Summit Wealth Group, LLC

SEC CIK
0001802865
Latest filing
Aug 4, 2026

AMAT holding history

Applied Materials Inc in every 13F filed by Summit Wealth Group, 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)
809
Value
$584.9K
% of portfolio
0.1%
Quarters held
3
Since Q1 2023
Holdings of AMAT by Summit Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026809$584.9K0.1%−5−0.6%ReducedHolders
Q1 2026814$278.2K0.1%+814NewHolders
Q2 20230$00.0%−57,239−100.0%Sold outHolders
Q1 202357,239$00.0%+57,239NewHolders