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Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

AMAT holding history

Applied Materials Inc in every 13F filed by Summit Wealth Partners, 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)
7,223
Value
$5.22M
% of portfolio
0.7%
Quarters held
2
Since Q1 2026
Holdings of AMAT by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,223$5.22M0.7%00.0%UnchangedHolders
Q1 20267,223$2.47M0.4%+7,223NewHolders