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 Q3	$1.17M	Sell	2,889 -355	-11%	-$180K	0.23%	83
2026 Q2	$2.35M	Sell	3,244 -714	-18%	-$329K	0.48%	69
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Plan Group Financial's AMAT Position: Q3 2026 in Review

Plan Group Financial reduced its Applied Materials (AMAT) stake by 11% in Q3 2026, selling an estimated $180K and leaving 2,889 shares worth $1.17M. The position accounts for 0.23% of the portfolio, ranked #83.

Plan Group Financial first reported a position in AMAT in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.35M in Q2 2026. 1,076 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Plan Group Financial held 2,889 shares of Applied Materials worth $1.17M as of Q3 2026.
Plan Group Financial sold 355 Applied Materials shares in Q3 2026, an estimated $180K.
Applied Materials made up 0.23% of Plan Group Financial's portfolio in Q3 2026, its #83 holding.
Plan Group Financial first reported a position in Applied Materials in Q2 2023 and has held it in 11 quarters since.
Plan Group Financial's Applied Materials position peaked at $2.35M in Q2 2026.
1,076 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.