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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Planning Directions's AMAT Position: Q1 2026 in Review

Planning Directions increased its Applied Materials (AMAT) stake by 0.09% in Q1 2026, buying an estimated $1.01K and bringing the position to 3,256 shares worth $1.11M. The position accounts for 0.56% of the portfolio, ranked #33.

Planning Directions first reported a position in AMAT in Q4 2023 and has held it in 10 quarters since. 2,926 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Planning Directions held 3,256 shares of Applied Materials worth $1.11M as of Q1 2026.
  • Planning Directions bought 3 Applied Materials shares in Q1 2026, an estimated $1.01K.
  • Applied Materials made up 0.56% of Planning Directions's portfolio in Q1 2026, its #33 holding.
  • Planning Directions first reported a position in Applied Materials in Q4 2023 and has held it in 10 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.