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Livermore
Livermore
ZHEN

Forza Wealth Management, LLC

SEC CIK
0001963030
Latest filing
Jul 17, 2026

AMAT holding history

Applied Materials Inc in every 13F filed by Forza 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)
2,392
Value
$1.73M
% of portfolio
0.5%
Quarters held
15
Since Q4 2022
Holdings of AMAT by Forza Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,392$1.73M0.5%00.0%UnchangedHolders
Q1 20262,392$817.6K0.3%00.0%UnchangedHolders
Q4 20252,392$614.7K0.2%00.0%UnchangedHolders
Q3 20252,392$489.7K0.2%00.0%UnchangedHolders
Q2 20252,392$437.9K0.2%00.0%UnchangedHolders
Q1 20252,392$347.1K0.2%−34−1.4%ReducedHolders
Q4 20242,426$394.5K0.2%−43−1.7%ReducedHolders
Q3 20242,469$498.9K0.2%+234+10.5%AddedHolders
Q2 20242,235$527.4K0.3%00.0%UnchangedHolders
Q1 20242,235$460.9K0.2%00.0%UnchangedHolders
Q4 20232,235$362.2K0.2%00.0%UnchangedHolders
Q3 20232,235$309.4K0.2%00.0%UnchangedHolders
Q2 20232,235$323.0K0.2%00.0%UnchangedHolders
Q1 20232,235$274.5K0.1%00.0%UnchangedHolders
Q4 20222,235$217.6K0.1%–No prior filingHolders