Journey Retirement Planning & Investment Management’s Applied Materials AMAT Stock Holding History

Journey Retirement Planning & Investment 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	$638K	Sell	882 -26	-3%	-$12K	0.5%	63
2026 Q1	$311K	Sell	908 -2,000	-69%	-$673K	0.27%	103
2025 Q4	$747K	Buy	+2,908	New	+$697K	0.15%	125

Other funds holding AMAT

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Journey Retirement Planning & Investment Management's AMAT Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Applied Materials (AMAT) stake by 2.9% in Q2 2026, selling an estimated $12K and leaving 882 shares worth $638K. The position accounts for 0.5% of the portfolio, ranked #63.

Journey Retirement Planning & Investment Management first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $747K in Q4 2025. 1,645 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Journey Retirement Planning & Investment Management held 882 shares of Applied Materials worth $638K as of Q2 2026.
Journey Retirement Planning & Investment Management sold 26 Applied Materials shares in Q2 2026, an estimated $12K.
Applied Materials made up 0.5% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #63 holding.
Journey Retirement Planning & Investment Management first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
Journey Retirement Planning & Investment Management's Applied Materials position peaked at $747K in Q4 2025.
1,645 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.