Summit Wealth & Retirement Planning’s Applied Materials AMAT Stock Holding History

Summit Wealth & Retirement Planning’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	$217K	Buy	+300	New	+$138K	0.05%	106

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

Summit Wealth & Retirement Planning's AMAT Position: Q2 2026 in Review

Summit Wealth & Retirement Planning opened a new position in Applied Materials (AMAT) in Q2 2026: 300 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #106 among its holdings.

3,480 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Summit Wealth & Retirement Planning held 300 shares of Applied Materials worth $217K as of Q2 2026.
Applied Materials was a new Summit Wealth & Retirement Planning position in Q2 2026.
Applied Materials made up 0.05% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #106 holding.
3,480 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.