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 Q2	–	Sell	-786	Closed	-$269K	–	92
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 $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

MPS Loria Financial Planners's AMAT Position: Q2 2026 in Review

MPS Loria Financial Planners sold out of Applied Materials (AMAT) in Q2 2026, closing a stake of 786 shares — an estimated $269K sold.

MPS Loria Financial Planners first reported a position in AMAT in Q2 2017 and held it in 7 quarters. The position peaked at $398K in Q1 2021. 3,505 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

MPS Loria Financial Planners reported no remaining Applied Materials position as of Q2 2026 after selling out during the quarter.
MPS Loria Financial Planners sold 786 Applied Materials shares in Q2 2026, an estimated $269K.
MPS Loria Financial Planners first reported a position in Applied Materials in Q2 2017 and held it in 7 quarters.
MPS Loria Financial Planners's Applied Materials position peaked at $398K in Q1 2021.
3,505 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.