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Castle Wealth Management LLC

SEC CIK
0001936420
Latest filing
Jul 31, 2026

AMAT holding history

Applied Materials Inc in every 13F filed by Castle Wealth 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)
1,188
Value
$858.9K
% of portfolio
0.3%
Quarters held
13
Since Q2 2022
Holdings of AMAT by Castle Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,188$858.9K0.3%−2−0.2%ReducedHolders
Q1 20261,190$406.7K0.1%−67−5.3%ReducedHolders
Q4 20251,257$323.0K0.1%−45−3.5%ReducedHolders
Q3 20251,302$266.6K0.1%−103−7.3%ReducedHolders
Q2 20251,405$257.2K0.1%00.0%UnchangedHolders
Q1 20251,405$203.9K0.1%00.0%UnchangedHolders
Q4 20241,405$228.5K0.1%00.0%UnchangedHolders
Q3 20241,405$283.9K0.1%−1−0.1%ReducedHolders
Q2 20241,406$331.8K0.2%+76+5.7%AddedHolders
Q1 20241,330$274.3K0.1%00.0%UnchangedHolders
Q4 20231,330$215.6K0.1%+1,330NewHolders
Q4 20220$00.0%−1,330−100.0%Sold outHolders
Q3 20221,330$109.0K0.1%00.0%UnchangedHolders
Q2 20221,330$121.0K0.1%–No prior filingHolders