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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Planned Solutions's AMAT Position: Q2 2026 in Review

Planned Solutions increased its Applied Materials (AMAT) stake by 3.1% in Q2 2026, buying an estimated $22.6K and bringing the position to 1,647 shares worth $1.19M. The position accounts for 0.34% of the portfolio, ranked #41.

Planned Solutions first reported a position in AMAT in Q4 2023 and has held it in 10 quarters since. 1,645 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Planned Solutions held 1,647 shares of Applied Materials worth $1.19M as of Q2 2026.
Planned Solutions bought 49 Applied Materials shares in Q2 2026, an estimated $22.6K.
Applied Materials made up 0.34% of Planned Solutions's portfolio in Q2 2026, its #41 holding.
Planned Solutions first reported a position in Applied Materials in Q4 2023 and has held it in 10 quarters since.
1,645 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.