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Livermore
Livermore
ZHEN

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

AMAT holding history

Applied Materials Inc in every 13F filed by Encompass 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)
1,451
Value
$1.05M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of AMAT by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,451$1.05M0.3%00.0%UnchangedHolders
Q1 20261,451$495.9K0.2%00.0%UnchangedHolders
Q4 20251,451$372.8K0.1%−150−9.4%ReducedHolders
Q3 20251,601$327.7K0.1%00.0%UnchangedHolders
Q2 20251,601$293.0K0.1%+53+3.4%AddedHolders
Q1 20251,548$224.6K0.1%00.0%UnchangedHolders
Q4 20241,548$251.7K0.1%−7,500−82.9%ReducedHolders
Q3 20249,048$1.83M0.5%00.0%UnchangedHolders
Q2 20249,048$2.14M0.6%00.0%UnchangedHolders
Q1 20249,048$1.87M0.5%−100−1.1%ReducedHolders
Q4 20239,148$1.48M0.4%+900+10.9%AddedHolders
Q3 20238,248$1.14M0.4%−100−1.2%ReducedHolders
Q2 20238,348$1.21M0.4%00.0%UnchangedHolders
Q1 20238,348$1.03M0.3%00.0%UnchangedHolders
Q4 20228,348$812.9K0.3%−200−2.3%ReducedHolders
Q3 20228,548$700.0K0.3%+3,500+69.3%AddedHolders
Q2 20225,048$459.0K0.2%00.0%UnchangedHolders
Q1 20225,048$665.0K0.2%00.0%UnchangedHolders
Q4 20215,048$794.0K0.2%−199−3.8%ReducedHolders
Q3 20215,247$675.0K0.2%00.0%UnchangedHolders
Q2 20215,247$747.0K0.2%00.0%UnchangedHolders
Q1 20215,247$675.0K0.2%––Holders

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