H&H Retirement Design & Management’s Applied Materials AMAT Stock Holding History

H&H Retirement Design & Management’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	$759K	Sell	1,739 -1,244	-42%	-$574K	0.34%	47
2026 Q1	$1.16M	Sell	2,983 -79	-3%	-$26.6K	0.55%	41
2025 Q4	$1.01M	Hold	3,062	–	–	0.51%	43
2025 Q3	$720K	Buy	3,062 +25	+0.8%	+$4.54K	0.38%	45
2025 Q2	$585K	Buy	3,037 +85	+3%	+$13.5K	0.32%	48
2025 Q1	$400K	Buy	2,952 +984	+50%	+$165K	0.27%	58
2024 Q4	$338K	Buy	+1,968	New	+$357K	0.21%	62

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

H&H Retirement Design & Management's AMAT Position: Q2 2026 in Review

H&H Retirement Design & Management reduced its Applied Materials (AMAT) stake by 42% in Q2 2026, selling an estimated $574K and leaving 1,739 shares worth $759K. The position accounts for 0.34% of the portfolio, ranked #47.

H&H Retirement Design & Management first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q1 2026. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

H&H Retirement Design & Management held 1,739 shares of Applied Materials worth $759K as of Q2 2026.
H&H Retirement Design & Management sold 1,244 Applied Materials shares in Q2 2026, an estimated $574K.
Applied Materials made up 0.34% of H&H Retirement Design & Management's portfolio in Q2 2026, its #47 holding.
H&H Retirement Design & Management first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
H&H Retirement Design & Management's Applied Materials position peaked at $1.16M in Q1 2026.
3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.