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Livermore
Livermore
ZHEN

Sax Wealth Advisors, LLC

SEC CIK
0001846150
Latest filing
Jul 9, 2026

AMAT holding history

Applied Materials Inc in every 13F filed by Sax Wealth Advisors, 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)
10,827
Value
$3.70M
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of AMAT by Sax Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,827$3.70M0.2%+228+2.2%AddedHolders
Q1 202610,599$2.72M0.1%−79−0.7%ReducedHolders
Q4 202510,678$2.74M0.1%+120+1.1%AddedHolders
Q3 202510,558$2.16M0.1%+99+0.9%AddedHolders
Q2 202510,459$1.91M0.1%+395+3.9%AddedHolders
Q1 202510,064$1.46M0.1%+764+8.2%AddedHolders
Q4 20249,300$1.51M0.1%+9,300NewHolders
Q3 20240$00.0%−7,209−100.0%Sold outHolders
Q2 20247,209$1.70M0.2%+7,209NewHolders
Q1 20240$00.0%−3,596−100.0%Sold outHolders
Q4 20233,596$582.8K0.1%00.0%UnchangedHolders
Q3 20233,596$497.9K0.1%00.0%UnchangedHolders
Q2 20233,596$519.8K0.1%−47−1.3%ReducedHolders
Q1 20233,643$447.5K0.1%00.0%UnchangedHolders
Q4 20223,643$354.8K0.1%−90−2.4%ReducedHolders
Q3 20223,733$306.0K0.1%−235−5.9%ReducedHolders
Q2 20223,968$361.0K0.1%00.0%UnchangedHolders
Q1 20223,968$523.0K0.1%00.0%UnchangedHolders
Q4 20213,968$624.0K0.1%+90+2.3%AddedHolders
Q3 20213,878$499.0K0.1%−10−0.3%ReducedHolders
Q2 20213,888$554.0K0.2%+10+0.3%AddedHolders
Q1 20213,878$518.0K0.2%––Holders

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