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Planning Directions’s Applied Materials AMAT Stock Holding History

Planning Directions’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 		$2.36M Buy
3,259
+3
+0.1% +$1.38K 1.09% 21
2026
Q1 		$1.11M Buy
3,256
+3
+0.1% +$1.01K 0.56% 33
2025
Q4 		$836K Buy
3,253
+5
+0.2% +$1.2K 0.42% 34
2025
Q3 		$665K Buy
3,248
+8
+0.2% +$1.45K 0.35% 39
2025
Q2 		$593K Buy
3,240
+707
+28% +$112K 0.33% 39
2025
Q1 		$368K Buy
2,533
+5
+0.2% +$841 0.16% 80
2024
Q4 		$411K Buy
2,528
+505
+25% +$91.5K 0.24% 48
2024
Q3 		$409K Buy
2,023
+98
+5% +$20.1K 0.24% 49
2024
Q2 		$454K Buy
1,925
+3
+0.2% +$644 0.31% 45
2024
Q1 		$396K Buy
1,922
+2
+0.1% +$367 0.28% 48
2023
Q4 		$311K Buy
+1,920
New +$282K 0.22% 53

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Planning Directions's AMAT Position: Q2 2026 in Review

Planning Directions increased its Applied Materials (AMAT) stake by 0.09% in Q2 2026, buying an estimated $1.38K and bringing the position to 3,259 shares worth $2.36M. The position accounts for 1.09% of the portfolio, ranked #21.

Planning Directions first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Planning Directions held 3,259 shares of Applied Materials worth $2.36M as of Q2 2026.
  • Planning Directions bought 3 Applied Materials shares in Q2 2026, an estimated $1.38K.
  • Applied Materials made up 1.09% of Planning Directions's portfolio in Q2 2026, its #21 holding.
  • Planning Directions first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.