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S.E.E.D. Planning Group’s Applied Materials AMAT Stock Holding History

S.E.E.D. Planning Group’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 		$2.34M Sell
6,856
-2,785
-29% -$937K 0.68% 36
2025
Q4 		$2.48M Sell
9,641
-1,146
-11% -$275K 0.71% 35
2025
Q3 		$2.21M Sell
10,787
-501
-4% -$90.9K 0.64% 36
2025
Q2 		$2.07M Buy
11,288
+809
+8% +$128K 0.65% 40
2025
Q1 		$1.52M Buy
10,479
+2,743
+35% +$461K 0.51% 49
2024
Q4 		$1.26M Buy
7,736
+3,059
+65% +$554K 0.42% 51
2024
Q3 		$945K Buy
+4,677
New +$959K 0.31% 55
2024
Q2 		– Sell
-1,063
Closed -$219K – 75
2024
Q1 		$219K Sell
1,063
-1,170
-52% -$215K 0.08% 73
2023
Q4 		$362K Sell
2,233
-103
-4% -$15.1K 0.15% 65
2023
Q3 		$323K Sell
2,336
-485
-17% -$69.5K 0.12% 63
2023
Q2 		$408K Sell
2,821
-36
-1% -$4.51K 0.14% 64
2023
Q1 		$351K Sell
2,857
-405
-12% -$46.5K 0.14% 64
2022
Q4 		$318K Buy
3,262
+280
+9% +$26.9K 0.14% 67
2022
Q3 		$244K Buy
2,982
+581
+24% +$56K 0.11% 68
2022
Q2 		$218K Buy
2,401
+569
+31% +$62.4K 0.1% 74
2022
Q1 		$241K Buy
1,832
+281
+18% +$38.7K 0.1% 77
2021
Q4 		$244K Sell
1,551
-34
-2% -$4.92K 0.11% 78
2021
Q3 		$204K Buy
+1,585
New +$215K 0.1% 83

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

S.E.E.D. Planning Group's AMAT Position: Q1 2026 in Review

S.E.E.D. Planning Group reduced its Applied Materials (AMAT) stake by 29% in Q1 2026, selling an estimated $937K and leaving 6,856 shares worth $2.34M. The position accounts for 0.68% of the portfolio, ranked #36.

S.E.E.D. Planning Group first reported a position in AMAT in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.48M in Q4 2025. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • S.E.E.D. Planning Group held 6,856 shares of Applied Materials worth $2.34M as of Q1 2026.
  • S.E.E.D. Planning Group sold 2,785 Applied Materials shares in Q1 2026, an estimated $937K.
  • Applied Materials made up 0.68% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #36 holding.
  • S.E.E.D. Planning Group first reported a position in Applied Materials in Q3 2021 and has held it in 18 quarters since.
  • S.E.E.D. Planning Group's Applied Materials position peaked at $2.48M in Q4 2025.
  • 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.