Essential Planning’s Applied Materials AMAT Stock Holding History

Essential 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 Q1	–	Sell	-20,683	Closed	-$3.76M	–	88
2024 Q4	$3.76M	Buy	+20,683	New	+$3.75M	0.02%	140

Other funds holding AMAT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Essential Planning's AMAT Position: Q1 2025 in Review

Essential Planning sold out of Applied Materials (AMAT) in Q1 2025, closing a stake of 20,683 shares — an estimated $3.76M sold.

Essential Planning first reported a position in AMAT in Q4 2024 and held it in 1 quarter. The position peaked at $3.76M in Q4 2024. 2,157 funds tracked by Wall St. Rank hold AMAT as of Q1 2025.

Essential Planning reported no remaining Applied Materials position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 20,683 Applied Materials shares in Q1 2025, an estimated $3.76M.
Essential Planning first reported a position in Applied Materials in Q4 2024 and held it in 1 quarter.
Essential Planning's Applied Materials position peaked at $3.76M in Q4 2024.
2,157 funds tracked by Wall St. Rank held Applied Materials as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.