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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Center for Financial Planning's AMAT Position: Q2 2026 in Review

Center for Financial Planning reduced its Applied Materials (AMAT) stake by 41% in Q2 2026, selling an estimated $239K and leaving 748 shares worth $541K. The position accounts for 0.05% of the portfolio, ranked #106.

Center for Financial Planning first reported a position in AMAT in Q4 2019 and has held it in 22 quarters since. 1,103 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Center for Financial Planning held 748 shares of Applied Materials worth $541K as of Q2 2026.
Center for Financial Planning sold 519 Applied Materials shares in Q2 2026, an estimated $239K.
Applied Materials made up 0.05% of Center for Financial Planning's portfolio in Q2 2026, its #106 holding.
Center for Financial Planning first reported a position in Applied Materials in Q4 2019 and has held it in 22 quarters since.
1,103 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.