Spartan Planning & Wealth Management’s Applied Materials AMAT Stock Holding History

Spartan Planning & Wealth Management’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	$1.08M	Buy	+1,488	New	+$687K	0.72%	32
2023 Q4	$94.6K	Sell	584 -429	-42%	-$63K	0.1%	100
2023 Q3	$140K	Buy	+1,013	New	+$145K	0.16%	69
2022 Q4	$1.07K	Buy	+11	New	+$1.05K	﹤0.01%	132
2022 Q2	–	Sell	-1,844	Closed	-$243K	–	92
2022 Q1	$243K	Buy	+1,844	New	+$254K	0.3%	46

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Spartan Planning & Wealth Management's AMAT Position: Q2 2026 in Review

Spartan Planning & Wealth Management opened a new position in Applied Materials (AMAT) in Q2 2026: 1,488 shares worth $1.08M. The stake represents 0.72% of the portfolio and ranks #32 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in AMAT as recently as Q4 2023.

Spartan Planning & Wealth Management first reported a position in AMAT in Q1 2022 and has held it in 5 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Spartan Planning & Wealth Management held 1,488 shares of Applied Materials worth $1.08M as of Q2 2026.
Applied Materials was a new Spartan Planning & Wealth Management position in Q2 2026.
Applied Materials made up 0.72% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #32 holding.
Spartan Planning & Wealth Management first reported a position in Applied Materials in Q1 2022 and has held it in 5 quarters since.
3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.