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WealthPlan Investment Management, LLC

SEC CIK
0001929986
Latest filing
Jul 28, 2026

AMAT holding history

Applied Materials Inc in every 13F filed by WealthPlan Investment 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)
19,855
Value
$14.4M
% of portfolio
0.7%
Quarters held
3
Since Q4 2025
Holdings of AMAT by WealthPlan Investment Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,855$14.4M0.7%+928+4.9%AddedHolders
Q1 202618,927$6.47M0.4%+14,715+349.4%AddedHolders
Q4 20254,212$1.08M0.1%+4,212NewHolders