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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Plan Group Financial's AMAT Position: Q2 2026 in Review

Plan Group Financial reduced its Applied Materials (AMAT) stake by 18% in Q2 2026, selling an estimated $329K and leaving 3,244 shares worth $2.35M. The position accounts for 0.48% of the portfolio, ranked #69.

Plan Group Financial first reported a position in AMAT in Q2 2023 and has held it in 10 quarters since. 3,501 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Plan Group Financial held 3,244 shares of Applied Materials worth $2.35M as of Q2 2026.
Plan Group Financial sold 714 Applied Materials shares in Q2 2026, an estimated $329K.
Applied Materials made up 0.48% of Plan Group Financial's portfolio in Q2 2026, its #69 holding.
Plan Group Financial first reported a position in Applied Materials in Q2 2023 and has held it in 10 quarters since.
3,501 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.