Falcon Wealth Planning’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.75M Sell
3,807
-34
-0.9% -$15.7K 0.17% 53
2026
Q1
$1.31M Buy
3,841
+236
+7% +$79.4K 0.09% 72
2025
Q4
$926K Sell
3,605
-2,484
-41% -$596K 0.08% 79
2025
Q3
$1.25M Buy
6,089
+285
+5% +$51.7K 0.11% 68
2025
Q2
$1.06M Buy
5,804
+340
+6% +$53.9K 0.11% 67
2025
Q1
$793K Buy
5,464
+11
+0.2% +$1.85K 0.09% 73
2024
Q4
$887K Sell
5,453
-54
-1% -$9.79K 0.1% 67
2024
Q3
$1.11M Sell
5,507
-22
-0.4% -$4.51K 0.13% 60
2024
Q2
$1.3M Buy
5,529
+109
+2% +$23.4K 0.17% 52
2024
Q1
$1.12M Sell
5,420
-1,081
-17% -$198K 0.18% 51
2023
Q4
$1.05M Buy
6,501
+2,296
+55% +$337K 0.18% 49
2023
Q3
$582K Buy
+4,205
New +$603K 0.13% 56

Other funds holding AMAT

Falcon Wealth Planning's AMAT Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Applied Materials (AMAT) stake by 0.89% in Q2 2026, selling an estimated $15.7K and leaving 3,807 shares worth $2.75M. The position accounts for 0.17% of the portfolio, ranked #53.

Falcon Wealth Planning first reported a position in AMAT in Q3 2023 and has held it in 12 quarters since. 3,494 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Falcon Wealth Planning held 3,807 shares of Applied Materials worth $2.75M as of Q2 2026.
  • Falcon Wealth Planning sold 34 Applied Materials shares in Q2 2026, an estimated $15.7K.
  • Applied Materials made up 0.17% of Falcon Wealth Planning's portfolio in Q2 2026, its #53 holding.
  • Falcon Wealth Planning first reported a position in Applied Materials in Q3 2023 and has held it in 12 quarters since.
  • 3,494 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.