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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Wealth Planning's AMAT Position: Q1 2026 in Review

Capital Wealth Planning increased its Applied Materials (AMAT) stake by 128% in Q1 2026, buying an estimated $4.49M and bringing the position to 23,753 shares worth $8.12M. The position accounts for 0.04% of the portfolio, ranked #99.

Capital Wealth Planning first reported a position in AMAT in Q2 2019 and has held it in 6 quarters since. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Capital Wealth Planning held 23,753 shares of Applied Materials worth $8.12M as of Q1 2026.
Capital Wealth Planning bought 13,348 Applied Materials shares in Q1 2026, an estimated $4.49M.
Applied Materials made up 0.04% of Capital Wealth Planning's portfolio in Q1 2026, its #99 holding.
Capital Wealth Planning first reported a position in Applied Materials in Q2 2019 and has held it in 6 quarters since.
2,928 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.