Planned Solutions
AMAT icon

Planned Solutions’s Applied Materials AMAT Stock Holding History

Planned Solutions’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 		$842K Hold
1,647
– – 0.23% 49
2026
Q2 		$1.19M Buy
1,647
+49
+3% +$22.6K 0.34% 41
2026
Q1 		$546K Buy
1,598
+6
+0.4% +$2.02K 0.18% 64
2025
Q4 		$409K Hold
1,592
– – 0.13% 83
2025
Q3 		$326K Buy
1,592
+2
+0.1% +$363 0.11% 92
2025
Q2 		$291K Buy
+1,590
New +$252K 0.11% 93
2025
Q1 		– Sell
-1,365
Closed -$222K – 114
2024
Q4 		$222K Hold
1,365
– – 0.09% 102
2024
Q3 		$276K Hold
1,365
– – 0.11% 81
2024
Q2 		$322K Hold
1,365
– – 0.16% 65
2024
Q1 		$282K Hold
1,365
– – 0.14% 69
2023
Q4 		$221K Buy
+1,365
New +$201K 0.1% 76

Other funds holding AMAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Planned Solutions's AMAT Position: Q3 2026 in Review

Planned Solutions held its Applied Materials (AMAT) position steady in Q3 2026 at 1,647 shares worth $842K. The position accounts for 0.23% of the portfolio, ranked #49.

Planned Solutions first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.19M in Q2 2026. 2,866 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Planned Solutions held 1,647 shares of Applied Materials worth $842K as of Q3 2026.
  • Planned Solutions left its Applied Materials share count unchanged in Q3 2026.
  • Applied Materials made up 0.23% of Planned Solutions's portfolio in Q3 2026, its #49 holding.
  • Planned Solutions first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
  • Planned Solutions's Applied Materials position peaked at $1.19M in Q2 2026.
  • 2,866 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.