WealthPLAN Partners’s Applied Materials AMAT Stock Holding History

WealthPLAN Partners’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	$1.97M	Buy	2,718 +495	+22%	+$228K	0.38%	66
2026 Q1	$760K	Buy	+2,223	New	+$748K	0.15%	131
2023 Q3	–	Sell	-262	Closed	-$37.8K	–	342
2023 Q2	$37.8K	Sell	262 -285	-52%	-$35.7K	0.01%	565
2023 Q1	$67.1K	Buy	+547	New	+$62.8K	0.01%	503
2018 Q3	–	Sell	-7,233	Closed	-$334K	–	256
2018 Q2	$334K	Sell	7,233 -2,525	-26%	-$130K	0.07%	179
2018 Q1	$543K	Buy	+9,758	New	+$543K	0.12%	136
2016 Q3	$2.22K	Hold	75	–	–	﹤0.01%	842
2016 Q2	$1.8K	Buy	+75	New	+$1.65K	﹤0.01%	2257

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

WealthPLAN Partners's AMAT Position: Q2 2026 in Review

WealthPLAN Partners increased its Applied Materials (AMAT) stake by 22% in Q2 2026, buying an estimated $228K and bringing the position to 2,718 shares worth $1.97M. The position accounts for 0.38% of the portfolio, ranked #66.

WealthPLAN Partners first reported a position in AMAT in Q2 2016 and has held it in 8 quarters since. 3,494 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

WealthPLAN Partners held 2,718 shares of Applied Materials worth $1.97M as of Q2 2026.
WealthPLAN Partners bought 495 Applied Materials shares in Q2 2026, an estimated $228K.
Applied Materials made up 0.38% of WealthPLAN Partners's portfolio in Q2 2026, its #66 holding.
WealthPLAN Partners first reported a position in Applied Materials in Q2 2016 and has held it in 8 quarters since.
3,494 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.