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Capital Wealth Planning’s Applied Materials AMAT Stock Holding History

Capital Wealth Planning’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 		$16.5M Sell
22,788
-965
-4% -$445K 0.08% 83
2026
Q1 		$8.12M Buy
23,753
+13,348
+128% +$4.49M 0.04% 99
2025
Q4 		$2.67M Buy
+10,405
New +$2.49M 0.02% 119
2020
Q2 		– Sell
-4,904
Closed -$225K – 103
2020
Q1 		$225K Sell
4,904
-50
-1% -$2.87K 0.01% 197
2019
Q4 		$302K Hold
4,954
– – 0.02% 150
2019
Q3 		$273K Sell
4,954
-1,256
-20% -$60.6K 0.02% 197
2019
Q2 		$279K Buy
+6,210
New +$261K 0.02% 187

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
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 Wealth Planning's AMAT Position: Q2 2026 in Review

Capital Wealth Planning reduced its Applied Materials (AMAT) stake by 4.1% in Q2 2026, selling an estimated $445K and leaving 22,788 shares worth $16.5M. The position accounts for 0.08% of the portfolio, ranked #83.

Capital Wealth Planning first reported a position in AMAT in Q2 2019 and has held it in 7 quarters since. 3,505 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Capital Wealth Planning held 22,788 shares of Applied Materials worth $16.5M as of Q2 2026.
  • Capital Wealth Planning sold 965 Applied Materials shares in Q2 2026, an estimated $445K.
  • Applied Materials made up 0.08% of Capital Wealth Planning's portfolio in Q2 2026, its #83 holding.
  • Capital Wealth Planning first reported a position in Applied Materials in Q2 2019 and has held it in 7 quarters since.
  • 3,505 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.