Creative Planning’s Applied Materials AMAT Stock Holding History

Creative 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
2025 Q4	–	Sell	-2,000	Closed	-$9.5K	–	3907
2025 Q3	$9.5K	Buy	+2,000	New	+$363K	﹤0.01%	3845
2022 Q2	–	Sell	-1,000	Closed	-$2K	–	2283
2022 Q1	$2K	Buy	+1,000	New	+$138K	﹤0.01%	2293
2021 Q2	–	Sell	-2,000	Closed	-$39K	–	2076
2021 Q1	$39K	Buy	+2,000	New	+$221K	﹤0.01%	2379
2020 Q1	–	Sell	-600	Closed	-$4K	–	1869
2019 Q4	$4K	Sell	600 -567,600	-100%	-$31.9M	﹤0.01%	1936
2019 Q3	$386K	Sell	568,200 -10,000	-2%	-$483K	﹤0.01%	1214
2019 Q2	$447K	Hold	578,200	–	–	﹤0.01%	1144
2019 Q1	$262K	Buy	578,200 +88,000	+18%	+$3.34M	﹤0.01%	1407
2018 Q4	$177K	Sell	490,200 -189,900	-28%	-$6.51M	﹤0.01%	1528
2018 Q3	$726K	Buy	680,100 +300,100	+79%	+$13.3M	﹤0.01%	898
2018 Q2	$1.33M	Buy	380,000 +210,000	+124%	+$10.8M	0.01%	595
2018 Q1	$1.9M	Buy	170,000 +20,000	+13%	+$1.11M	0.01%	479
2017 Q4	$1.28M	Buy	150,000 +80,000	+114%	+$4.33M	0.01%	597
2017 Q3	$751K	Buy	70,000 +20,000	+40%	+$904K	﹤0.01%	844
2017 Q2	$329K	Buy	50,000 +30,000	+150%	+$1.27M	﹤0.01%	1232
2017 Q1	$142K	Buy	20,000 +15,000	+300%	+$539K	﹤0.01%	1721
2016 Q4	$27K	Hold	5,000	–	–	﹤0.01%	2854
2016 Q3	$19K	Buy	+5,000	New	+$139K	﹤0.01%	3078
2014 Q3	–	Sell	-1,000	Closed	-$2K	–	3982
2014 Q2	$2K	Buy	+1,000	New	+$20.4K	﹤0.01%	3490

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

Creative Planning's AMAT Position: Q1 2026 in Review

Creative Planning increased its Applied Materials (AMAT) stake by 4.7% in Q1 2026, buying an estimated $9.59M and bringing the position to 634,638 shares worth $217M. The position accounts for 0.15% of the portfolio, ranked #72.

Creative Planning first reported a position in AMAT in Q2 2013 and has held it in 52 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Creative Planning held 634,638 shares of Applied Materials worth $217M as of Q1 2026.
Creative Planning bought 28,503 Applied Materials shares in Q1 2026, an estimated $9.59M.
Applied Materials made up 0.15% of Creative Planning's portfolio in Q1 2026, its #72 holding.
Creative Planning first reported a position in Applied Materials in Q2 2013 and has held it in 52 quarters since.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.