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

Walled Lake 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	$248K	Buy	+343	New	+$158K	0.06%	128
2021 Q4	–	Sell	-300	Closed	-$39K	–	109
2021 Q3	$39K	Hold	300	–	–	0.02%	178
2021 Q2	$43K	Hold	300	–	–	0.03%	161
2021 Q1	$40K	Hold	300	–	–	0.03%	158
2020 Q4	$26K	Hold	300	–	–	0.02%	162
2020 Q3	$18K	Hold	300	–	–	0.01%	178
2020 Q2	$18K	Hold	300	–	–	0.02%	159
2020 Q1	$14K	Hold	300	–	–	0.01%	160
2019 Q4	$18K	Buy	+300	New	+$16.9K	0.01%	164

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management opened a new position in Applied Materials (AMAT) in Q2 2026: 343 shares worth $248K. The stake represents 0.06% of the portfolio and ranks #128 among its holdings. This is a return to the name: Walled Lake Planning & Wealth Management previously reported a position in AMAT as recently as Q3 2021.

Walled Lake Planning & Wealth Management first reported a position in AMAT in Q4 2019 and has held it in 9 quarters since. 797 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Walled Lake Planning & Wealth Management held 343 shares of Applied Materials worth $248K as of Q2 2026.
Applied Materials was a new Walled Lake Planning & Wealth Management position in Q2 2026.
Applied Materials made up 0.06% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #128 holding.
Walled Lake Planning & Wealth Management first reported a position in Applied Materials in Q4 2019 and has held it in 9 quarters since.
797 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.