MPS Loria Financial Planners’s Applied Materials AMAT Stock Holding History

MPS Loria Financial Planners’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	$269K	Hold	786	–	–	0.07%	77
2025 Q4	$202K	Buy	+786	New	+$188K	0.05%	85
2021 Q2	–	Sell	-2,986	Closed	-$398K	–	110
2021 Q1	$398K	Hold	2,986	–	–	0.19%	46
2020 Q4	$259K	Buy	2,986 +94	+3%	+$6.95K	0.12%	65
2020 Q3	$172K	Buy	2,892 +10	+0.3%	+$618	0.09%	72
2020 Q2	$174K	Buy	+2,882	New	+$155K	0.09%	73
2017 Q3	–	Sell	-2,475	Closed	-$109K	–	83
2017 Q2	$109K	Buy	+2,475	New	+$105K	0.07%	110

Other funds holding AMAT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MPS Loria Financial Planners's AMAT Position: Q1 2026 in Review

MPS Loria Financial Planners held its Applied Materials (AMAT) position steady in Q1 2026 at 786 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #77.

MPS Loria Financial Planners first reported a position in AMAT in Q2 2017 and has held it in 7 quarters since. The position peaked at $398K in Q1 2021. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

MPS Loria Financial Planners held 786 shares of Applied Materials worth $269K as of Q1 2026.
MPS Loria Financial Planners left its Applied Materials share count unchanged in Q1 2026.
Applied Materials made up 0.07% of MPS Loria Financial Planners's portfolio in Q1 2026, its #77 holding.
MPS Loria Financial Planners first reported a position in Applied Materials in Q2 2017 and has held it in 7 quarters since.
MPS Loria Financial Planners's Applied Materials position peaked at $398K in Q1 2021.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.