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Livermore
Livermore
ZHEN

Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

AMAT holding history

Applied Materials Inc in every 13F filed by Wealth Effects 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)
2,710
Value
$1.96M
% of portfolio
0.5%
Quarters held
18
Since Q4 2021
Holdings of AMAT by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,710$1.96M0.5%00.0%UnchangedHolders
Q1 20262,710$926.3K0.3%00.0%UnchangedHolders
Q4 20252,710$696.4K0.2%00.0%UnchangedHolders
Q3 20252,710$554.8K0.2%00.0%UnchangedHolders
Q2 20252,710$496.1K0.2%+2,710NewHolders
Q1 20250$00.0%−3,750−100.0%Sold outHolders
Q4 20243,750$609.9K0.2%00.0%UnchangedHolders
Q3 20243,750$757.7K0.3%−40−1.1%ReducedHolders
Q2 20243,790$894.4K0.3%00.0%UnchangedHolders
Q1 20243,790$781.6K0.3%−30−0.8%ReducedHolders
Q4 20233,820$619.1K0.2%+1,420+59.2%AddedHolders
Q3 20232,400$332.3K0.2%−1,420−37.2%ReducedHolders
Q2 20233,820$552.1K0.2%−200−5.0%ReducedHolders
Q1 20234,020$493.8K0.3%00.0%UnchangedHolders
Q4 20224,020$391.5K0.2%+190+5.0%AddedHolders
Q3 20223,830$314.0K0.2%−425−10.0%ReducedHolders
Q2 20224,255$387.0K0.2%00.0%UnchangedHolders
Q1 20224,255$561.0K0.3%+380+9.8%AddedHolders
Q4 20213,875$610.0K0.3%–No prior filingHolders