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
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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital & Planning LLC's AMAT Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Applied Materials (AMAT) in Q1 2026: 59 shares worth $20.2K. The stake represents 0.01% of the portfolio and ranks #75 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in AMAT as recently as Q4 2024.

Capital & Planning LLC first reported a position in AMAT in Q4 2024 and has held it in 2 quarters since. 2,939 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Capital & Planning LLC held 59 shares of Applied Materials worth $20.2K as of Q1 2026.
  • Applied Materials was a new Capital & Planning LLC position in Q1 2026.
  • Applied Materials made up 0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #75 holding.
  • Capital & Planning LLC first reported a position in Applied Materials in Q4 2024 and has held it in 2 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.