CPL
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Capital & Planning LLC’s Applied Materials AMAT Stock Holding History

Capital & Planning LLC’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-59
Closed -$20.2K – 50
2026
Q1 		$20.2K Buy
+59
New +$19.8K 0.01% 75
2025
Q1 		– Sell
-59
Closed -$9.6K – 41
2024
Q4 		$9.6K Buy
+59
New +$10.7K 0.01% 98

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital & Planning LLC's AMAT Position: Q2 2026 in Review

Capital & Planning LLC sold out of Applied Materials (AMAT) in Q2 2026, closing a stake of 59 shares — an estimated $20.2K sold.

Capital & Planning LLC first reported a position in AMAT in Q4 2024 and held it in 2 quarters. The position peaked at $20.2K in Q1 2026. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Capital & Planning LLC reported no remaining Applied Materials position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 59 Applied Materials shares in Q2 2026, an estimated $20.2K.
  • Capital & Planning LLC first reported a position in Applied Materials in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Applied Materials position peaked at $20.2K in Q1 2026.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.