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Phillips Wealth Planners’s Applied Materials AMAT Stock Holding History

Phillips Wealth 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 		$287K Sell
517
-22
-4% -$10.2K 0.21% 154
2026
Q1 		$239K Buy
+539
New +$181K 0.18% 183

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Phillips Wealth Planners's AMAT Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Applied Materials (AMAT) stake by 4.1% in Q2 2026, selling an estimated $10.2K and leaving 517 shares worth $287K. The position accounts for 0.21% of the portfolio, ranked #154.

Phillips Wealth Planners first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Phillips Wealth Planners held 517 shares of Applied Materials worth $287K as of Q2 2026.
  • Phillips Wealth Planners sold 22 Applied Materials shares in Q2 2026, an estimated $10.2K.
  • Applied Materials made up 0.21% of Phillips Wealth Planners's portfolio in Q2 2026, its #154 holding.
  • Phillips Wealth Planners first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
  • 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.