PDS Planning’s Applied Materials AMAT Stock Holding History

PDS 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	$1.77M	Buy	5,166 +312	+6%	+$105K	0.12%	87
2025 Q4	$1.25M	Buy	4,854 +128	+3%	+$30.7K	0.08%	113
2025 Q3	$968K	Buy	4,726 +124	+3%	+$22.5K	0.07%	136
2025 Q2	$842K	Buy	4,602 +381	+9%	+$60.4K	0.06%	151
2025 Q1	$613K	Buy	4,221 +516	+14%	+$86.8K	0.05%	179
2024 Q4	$603K	Sell	3,705 -112	-3%	-$20.3K	0.05%	162
2024 Q3	$771K	Buy	3,817 +24	+0.6%	+$4.92K	0.07%	126
2024 Q2	$895K	Buy	3,793 +38	+1%	+$8.16K	0.09%	94
2024 Q1	$774K	Buy	3,755 +226	+6%	+$41.5K	0.08%	107
2023 Q4	$572K	Sell	3,529 -21	-0.6%	-$3.08K	0.07%	132
2023 Q3	$491K	Buy	3,550 +131	+4%	+$18.8K	0.06%	136
2023 Q2	$494K	Buy	3,419 +465	+16%	+$58.2K	0.06%	134
2023 Q1	$363K	Buy	2,954 +663	+29%	+$76.1K	0.05%	161
2022 Q4	$223K	Buy	+2,291	New	+$220K	0.04%	185
2022 Q2	–	Sell	-1,775	Closed	-$234K	–	217
2022 Q1	$234K	Buy	1,775 +188	+12%	+$25.9K	0.04%	177
2021 Q4	$250K	Sell	1,587 -140	-8%	-$20.3K	0.05%	158
2021 Q3	$222K	Sell	1,727 -86	-5%	-$11.7K	0.05%	172
2021 Q2	$258K	Buy	1,813 +123	+7%	+$16.5K	0.06%	145
2021 Q1	$226K	Buy	+1,690	New	+$186K	0.07%	143

Other funds holding AMAT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return