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WealthPlan Investment Management’s Applied Materials AMAT Stock Holding History

WealthPlan Investment 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 		$14.4M Buy
19,855
+928
+5% +$428K 0.71% 31
2026
Q1 		$6.47M Buy
18,927
+14,715
+349% +$4.95M 0.36% 69
2025
Q4 		$1.08M Buy
+4,212
New +$1.01M 0.07% 193

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WealthPlan Investment Management's AMAT Position: Q2 2026 in Review

WealthPlan Investment Management increased its Applied Materials (AMAT) stake by 4.9% in Q2 2026, buying an estimated $428K and bringing the position to 19,855 shares worth $14.4M. The position accounts for 0.71% of the portfolio, ranked #31.

WealthPlan Investment Management first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 1,342 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • WealthPlan Investment Management held 19,855 shares of Applied Materials worth $14.4M as of Q2 2026.
  • WealthPlan Investment Management bought 928 Applied Materials shares in Q2 2026, an estimated $428K.
  • Applied Materials made up 0.71% of WealthPlan Investment Management's portfolio in Q2 2026, its #31 holding.
  • WealthPlan Investment Management first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.