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Mark Sheptoff Financial Planning’s Applied Materials AMAT Stock Holding History

Mark Sheptoff Financial 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
2026
Q1 		$21.3K Sell
52
-117
-69% -$39.4K 0.01% 268
2025
Q4 		$43.5K Hold
169
– – 0.02% 204
2025
Q3 		$34.6K Hold
169
– – 0.02% 222
2025
Q2 		$30.9K Sell
169
-225
-57% -$35.7K 0.02% 224
2025
Q1 		$57.2K Buy
394
+225
+133% +$37.8K 0.03% 161
2024
Q4 		$27.5K Hold
169
– – 0.01% 229
2024
Q3 		$34.1K Hold
169
– – 0.02% 198
2024
Q2 		$39.9K Hold
169
– – 0.02% 195
2024
Q1 		$34.9K Buy
+169
New +$31K 0.02% 195
2022
Q2 		– Sell
-100
Closed -$13K – 382
2022
Q1 		$13K Hold
100
– – 0.01% 273
2021
Q4 		$16K Sell
100
-200
-67% -$29K 0.01% 275
2021
Q3 		$39K Hold
300
– – 0.02% 192
2021
Q2 		$43K Buy
300
+200
+200% +$26.8K 0.02% 202
2021
Q1 		$13K Hold
100
– – 0.01% 269
2020
Q4 		$9K Buy
+100
New +$7.39K 0.01% 272
2020
Q3 		– Sell
-2,250
Closed -$136K – 325
2020
Q2 		$136K Buy
2,250
+250
+13% +$13.5K 0.09% 105
2020
Q1 		$92K Buy
+2,000
New +$115K 0.07% 107
2018
Q2 		– Sell
-30,279
Closed -$1.68M – 362
2018
Q1 		$1.68M Sell
30,279
-3,406
-10% -$190K 1.17% 23
2017
Q4 		$1.72M Sell
33,685
-2,948
-8% -$160K 1.12% 23
2017
Q3 		$1.91M Buy
36,633
+503
+1% +$22.7K 1.28% 20
2017
Q2 		$1.49M Buy
36,130
+202
+0.6% +$8.59K 1.03% 26
2017
Q1 		$1.4M Buy
35,928
+8,803
+32% +$316K 1% 27
2016
Q4 		$875K Buy
27,125
+18,622
+219% +$567K 0.65% 41
2016
Q3 		$256K Buy
+8,503
New +$237K 0.19% 86
2015
Q3 		– Sell
-95
Closed -$2K – 397
2015
Q2 		$2K Buy
+95
New +$1.95K ﹤0.01% 324

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mark Sheptoff Financial Planning's AMAT Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Applied Materials (AMAT) stake by 69% in Q1 2026, selling an estimated $39.4K and leaving 52 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #268.

Mark Sheptoff Financial Planning first reported a position in AMAT in Q2 2015 and has held it in 25 quarters since. The position peaked at $1.91M in Q3 2017. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Mark Sheptoff Financial Planning held 52 shares of Applied Materials worth $21.3K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 117 Applied Materials shares in Q1 2026, an estimated $39.4K.
  • Applied Materials made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #268 holding.
  • Mark Sheptoff Financial Planning first reported a position in Applied Materials in Q2 2015 and has held it in 25 quarters since.
  • Mark Sheptoff Financial Planning's Applied Materials position peaked at $1.91M in Q3 2017.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.