Plan Group Financial’s Applied Materials AMAT Stock Holding History

Plan Group Financial’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	$1.35M	Sell	3,958 -320	-7%	-$108K	0.32%	76
2025 Q4	$1.1M	Sell	4,278 -1,088	-20%	-$261K	0.29%	81
2025 Q3	$1.1M	Buy	5,366 +186	+4%	+$33.7K	0.3%	87
2025 Q2	$948K	Buy	5,180 +944	+22%	+$150K	0.31%	82
2025 Q1	$615K	Buy	4,236 +1,834	+76%	+$308K	0.22%	87
2024 Q4	$391K	Buy	2,402 +108	+5%	+$19.6K	0.21%	77
2024 Q3	$463K	Sell	2,294 -760	-25%	-$156K	0.24%	69
2024 Q2	$721K	Buy	+3,054	New	+$656K	0.44%	51
2023 Q3	–	Sell	-2,793	Closed	-$404K	–	73
2023 Q2	$404K	Buy	+2,793	New	+$350K	0.34%	42

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

Plan Group Financial's AMAT Position: Q1 2026 in Review

Plan Group Financial reduced its Applied Materials (AMAT) stake by 7.5% in Q1 2026, selling an estimated $108K and leaving 3,958 shares worth $1.35M. The position accounts for 0.32% of the portfolio, ranked #76.

Plan Group Financial first reported a position in AMAT in Q2 2023 and has held it in 9 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Plan Group Financial held 3,958 shares of Applied Materials worth $1.35M as of Q1 2026.
Plan Group Financial sold 320 Applied Materials shares in Q1 2026, an estimated $108K.
Applied Materials made up 0.32% of Plan Group Financial's portfolio in Q1 2026, its #76 holding.
Plan Group Financial first reported a position in Applied Materials in Q2 2023 and has held it in 9 quarters since.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.