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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
Q2 		$3.86M Sell
5,344
-1,512
-22% -$698K 1.02% 33
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 $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

S.E.E.D. Planning Group's AMAT Position: Q2 2026 in Review

S.E.E.D. Planning Group reduced its Applied Materials (AMAT) stake by 22% in Q2 2026, selling an estimated $698K and leaving 5,344 shares worth $3.86M. The position accounts for 1.02% of the portfolio, ranked #33.

S.E.E.D. Planning Group first reported a position in AMAT in Q3 2021 and has held it in 19 quarters since. 3,498 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • S.E.E.D. Planning Group held 5,344 shares of Applied Materials worth $3.86M as of Q2 2026.
  • S.E.E.D. Planning Group sold 1,512 Applied Materials shares in Q2 2026, an estimated $698K.
  • Applied Materials made up 1.02% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #33 holding.
  • S.E.E.D. Planning Group first reported a position in Applied Materials in Q3 2021 and has held it in 19 quarters since.
  • 3,498 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.