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Bard Financial Services’s Applied Materials AMAT Stock Holding History

Bard Financial Services’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
2025
Q3 		$11.1M Sell
53,990
-225
-0.4% -$40.8K 1.21% 19
2025
Q2 		$9.93M Sell
54,215
-1,850
-3% -$293K 1.19% 19
2025
Q1 		$8.14M Sell
56,065
-1,215
-2% -$204K 1% 29
2024
Q4 		$9.32M Buy
57,280
+150
+0.3% +$27.2K 1.12% 22
2024
Q3 		$11.5M Sell
57,130
-7,550
-12% -$1.55M 1.36% 17
2024
Q2 		$15.3M Sell
64,680
-800
-1% -$172K 1.58% 11
2024
Q1 		$13.5M Sell
65,480
-2,385
-4% -$438K 1.43% 13
2023
Q4 		$11M Sell
67,865
-2,210
-3% -$325K 1.23% 17
2023
Q3 		$9.7M Buy
70,075
+125
+0.2% +$17.9K 1.2% 21
2023
Q2 		$10.1M Sell
69,950
-2,500
-3% -$313K 0.77% 32
2023
Q1 		$8.9M Sell
72,450
-250
-0.3% -$28.7K 0.71% 34
2022
Q4 		$7.08M Sell
72,700
-1,625
-2% -$156K 0.6% 44
2022
Q3 		$6.09M Buy
74,325
+2,000
+3% +$193K 0.57% 47
2022
Q2 		$6.58M Buy
72,325
+750
+1% +$82.3K 0.6% 44
2022
Q1 		$9.43M Sell
71,575
-600
-0.8% -$82.6K 0.77% 33
2021
Q4 		$11.4M Sell
72,175
-500
-0.7% -$72.4K 0.92% 25
2021
Q3 		$9.36M Sell
72,675
-325
-0.4% -$44.1K 0.83% 31
2021
Q2 		$10.4M Sell
73,000
-300
-0.4% -$40.3K 0.92% 25
2021
Q1 		$9.79M Sell
73,300
-250
-0.3% -$27.6K 0.95% 27
2020
Q4 		$6.35M Buy
+73,550
New +$5.44M 0.64% 43

Other funds holding AMAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bard Financial Services's AMAT Position: Q3 2025 in Review

Bard Financial Services reduced its Applied Materials (AMAT) stake by 0.42% in Q3 2025, selling an estimated $40.8K and leaving 53,990 shares worth $11.1M. The position accounts for 1.21% of the portfolio, ranked #19.

Bard Financial Services first reported a position in AMAT in Q4 2020 and has held it in 20 quarters since. The position peaked at $15.3M in Q2 2024. 2,360 funds tracked by Wall St. Rank hold AMAT as of Q3 2025.

  • Bard Financial Services held 53,990 shares of Applied Materials worth $11.1M as of Q3 2025.
  • Bard Financial Services sold 225 Applied Materials shares in Q3 2025, an estimated $40.8K.
  • Applied Materials made up 1.21% of Bard Financial Services's portfolio in Q3 2025, its #19 holding.
  • Bard Financial Services first reported a position in Applied Materials in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Applied Materials position peaked at $15.3M in Q2 2024.
  • 2,360 funds tracked by Wall St. Rank held Applied Materials as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.