PLANNING DIRECTIONS INC AMAT — APPLIED MATLS INC

Ownership history in PLANNING DIRECTIONS INC  ·  10 quarters on record

AI Ownership Summary

PLANNING DIRECTIONS INC reported APPLIED MATLS INC (AMAT) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.56% in 2026 Q1. The latest visible filing shows AMAT at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PLANNING DIRECTIONS INC's position in APPLIED MATLS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AMAT was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMAT stock page PLANNING DIRECTIONS INC fund profile PLANNING DIRECTIONS INC full holdings
How PLANNING DIRECTIONS INC held AMAT — position size vs. price
% of Fund (quarterly)    AMAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,256 +3 +0.1% 0.56% $1.1M 2026-04-15 $394.26
2025 Q4 ADDED — — — 3,253 +5 +0.2% 0.42% $836K 2026-01-21 $324.83
2025 Q3 ADDED — — — 3,248 +8 +0.2% 0.35% $665K 2025-11-13 $222.52
2025 Q2 ADDED — — — 3,240 +707 +27.9% 0.33% $593K 2025-08-01 $178.90
2025 Q1 ADDED — — — 2,533 +5 +0.2% 0.16% $368K 2025-04-30 $149.37
2024 Q4 ADDED — — — 2,528 +505 +25.0% 0.24% $411K 2025-02-06 $180.76
2024 Q3 ADDED — — — 2,023 +98 +5.1% 0.24% $409K 2024-11-07 $191.48
2024 Q2 ADDED — — — 1,925 +3 +0.2% 0.31% $454K 2024-08-09 $188.25
2024 Q1 ADDED — — — 1,922 +2 +0.1% 0.28% $396K 2024-05-09 $202.79
2023 Q4 INITIATED — — — 1,920 — — 0.22% $311K 2024-01-31 $161.21

🏢 Other funds also holding AMAT

As of 2026 Q1 — sorted by position size

CALIFORNIA FIRST LEASING CORP 3Y 9.66% Midway Capital Research & Management 9.36% BURR FINANCIAL SERVICES, LLC 9.18% Carmel Capital Management L.L.C. 3Y 8.7% FIRST COMMUNITY TRUST NA 3Y 7.27% Barnes Dennig Private Wealth Management LLC 6.31% Maj Invest Holding A/S 3Y 7Y 6.3% Cohen Capital Management, Inc. 3Y 7Y 5.94% North Growth Management Ltd. 3Y 7Y 5.83% Curat Global, LLC 5.68%

FAQ About PLANNING DIRECTIONS INC and AMAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has PLANNING DIRECTIONS INC reported owning AMAT?

PLANNING DIRECTIONS INC reported AMAT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AMAT position in PLANNING DIRECTIONS INC's portfolio?

The largest reported portfolio weight for AMAT was 0.56% in 2026 Q1.

What is the latest reported AMAT position on this page?

The most recent filing on this page is 2026 Q1, when PLANNING DIRECTIONS INC reported 3,256 shares, equal to 0.56% of portfolio, with an estimated market value of $1.1M.

What does the chart on this AMAT ownership page compare?

The chart compares PLANNING DIRECTIONS INC's quarterly AMAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PLANNING DIRECTIONS INC time their AMAT position?

Based on 13F filing dates vs. subsequent AMAT price moves, PLANNING DIRECTIONS INC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on AMAT relative to SPY over the holding period was +25.2%.

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