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Pinnacle Wealth Planning Services’s Applied Materials AMAT Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.22M Buy
6,496
+103
+2% +$34.6K 0.23% 55
2025
Q4 		$1.64M Sell
6,393
-526
-8% -$126K 0.17% 66
2025
Q3 		$1.42M Buy
6,919
+3,068
+80% +$557K 0.17% 78
2025
Q2 		$705K Buy
3,851
+269
+8% +$42.6K 0.09% 135
2025
Q1 		$520K Sell
3,582
-472
-12% -$79.4K 0.08% 162
2024
Q4 		$659K Sell
4,054
-436
-10% -$79K 0.1% 123
2024
Q3 		$907K Sell
4,490
-866
-16% -$178K 0.12% 104
2024
Q2 		$1.26M Buy
5,356
+68
+1% +$14.6K 0.18% 76
2024
Q1 		$1.09M Sell
5,288
-626
-11% -$115K 0.16% 92
2023
Q4 		$958K Sell
5,914
-95
-2% -$14K 0.15% 96
2023
Q3 		$832K Buy
6,009
+1,126
+23% +$161K 0.14% 97
2023
Q2 		$706K Sell
4,883
-113
-2% -$14.1K 0.11% 120
2023
Q1 		$614K Buy
4,996
+9
+0.2% +$1.03K 0.1% 140
2022
Q4 		$486K Sell
4,987
-902
-15% -$86.5K 0.09% 166
2022
Q3 		$482K Buy
5,889
+2,201
+60% +$212K 0.09% 146
2022
Q2 		$336K Sell
3,688
-673
-15% -$73.8K 0.06% 221
2022
Q1 		$575K Buy
4,361
+343
+9% +$47.2K 0.1% 150
2021
Q4 		$632K Buy
4,018
+258
+7% +$37.4K 0.12% 127
2021
Q3 		$484K Buy
3,760
+40
+1% +$5.43K 0.11% 146
2021
Q2 		$529K Buy
3,720
+37
+1% +$4.96K 0.12% 129
2021
Q1 		$492K Buy
3,683
+491
+15% +$54.1K 0.13% 131
2020
Q4 		$275K Buy
+3,192
New +$236K 0.07% 216

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

Pinnacle Wealth Planning Services's AMAT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Applied Materials (AMAT) stake by 1.6% in Q1 2026, buying an estimated $34.6K and bringing the position to 6,496 shares worth $2.22M. The position accounts for 0.23% of the portfolio, ranked #55.

Pinnacle Wealth Planning Services first reported a position in AMAT in Q4 2020 and has held it in 22 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,496 shares of Applied Materials worth $2.22M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 103 Applied Materials shares in Q1 2026, an estimated $34.6K.
  • Applied Materials made up 0.23% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #55 holding.
  • Pinnacle Wealth Planning Services first reported a position in Applied Materials in Q4 2020 and has held it in 22 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.