SEC 13F Intelligence

Spwm Advisors LLC / AMAT

Spwm Advisors LLC’s Applied Matls Inc Position

Does Spwm Advisors LLC own Applied Matls Inc (AMAT)? Yes6.2K shares worth $3M (+2.32% of its 13F portfolio) as of Q1 2026, down from 7.5K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
6.2K
% of Portfolio
+2.32%
Quarters Held
2
currently held

Position History AMAT

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.2K$3M+2.32%
Q4 20257.5K$2M+1.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Spwm Advisors LLC’s full portfolio or all institutional holders of AMAT.