Center for Financial Planning’s Applied Materials AMAT Stock Holding History

Center for Financial 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 Q3	$453K	Buy	886 +138	+18%	+$70.1K	0.04%	116
2026 Q2	$541K	Sell	748 -519	-41%	-$239K	0.05%	106
2026 Q1	$433K	Buy	1,267 +433	+52%	+$146K	0.05%	116
2025 Q4	$214K	Hold	834	–	–	0.02%	169
2025 Q3	$171K	Hold	834	–	–	0.02%	179
2025 Q2	$153K	Buy	834 +263	+46%	+$41.7K	0.02%	181
2025 Q1	$82.9K	Buy	571 +275	+93%	+$46.2K	0.01%	226
2024 Q4	$48.2K	Sell	296 -63	-18%	-$11.4K	0.01%	270
2024 Q3	$72.5K	Buy	359 +170	+90%	+$34.9K	0.01%	215
2024 Q2	$44.6K	Hold	189	–	–	0.01%	247
2024 Q1	$39K	Hold	189	–	–	0.01%	270
2023 Q4	$30.6K	Hold	189	–	–	0.01%	272
2023 Q3	$26.2K	Hold	189	–	–	0.01%	280
2023 Q2	$27.3K	Hold	189	–	–	0.01%	296
2023 Q1	$23.2K	Hold	189	–	–	0.01%	283
2022 Q4	$18.4K	Sell	189 -20	-10%	-$1.92K	﹤0.01%	295
2022 Q3	$17K	Buy	209 +20	+11%	+$1.93K	﹤0.01%	303
2022 Q2	$17K	Hold	189	–	–	﹤0.01%	304
2022 Q1	$25K	Buy	+189	New	+$26K	0.01%	290
2021 Q2	–	Sell	-94	Closed	-$13K	–	495
2021 Q1	$13K	Buy	+94	New	+$10.4K	﹤0.01%	349
2020 Q3	–	Sell	-1,962	Closed	-$119K	–	442
2020 Q2	$119K	Sell	1,962 -38	-2%	-$2.05K	0.04%	138
2020 Q1	$92K	Hold	2,000	–	–	0.03%	138
2019 Q4	$122K	Buy	+2,000	New	+$112K	0.03%	124

Other funds holding AMAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Center for Financial Planning's AMAT Position: Q3 2026 in Review

Center for Financial Planning increased its Applied Materials (AMAT) stake by 18% in Q3 2026, buying an estimated $70.1K and bringing the position to 886 shares worth $453K. The position accounts for 0.04% of the portfolio, ranked #116.

Center for Financial Planning first reported a position in AMAT in Q4 2019 and has held it in 23 quarters since. The position peaked at $541K in Q2 2026. 2,079 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Center for Financial Planning held 886 shares of Applied Materials worth $453K as of Q3 2026.
Center for Financial Planning bought 138 Applied Materials shares in Q3 2026, an estimated $70.1K.
Applied Materials made up 0.04% of Center for Financial Planning's portfolio in Q3 2026, its #116 holding.
Center for Financial Planning first reported a position in Applied Materials in Q4 2019 and has held it in 23 quarters since.
Center for Financial Planning's Applied Materials position peaked at $541K in Q2 2026.
2,079 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Center for Financial Planning's 13F filing for Q3 2026, filed 26 Oct 2026.