Beacon Financial Advisory
AMAT icon

Beacon Financial Advisory’s Applied Materials AMAT Stock Holding History

Beacon Financial Advisory’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
Q3 		$689K Buy
1,348
+81
+6% +$41.1K 0.13% 194
2026
Q2 		$916K Buy
1,267
+71
+6% +$32.8K 0.18% 147
2026
Q1 		$409K Buy
1,196
+83
+7% +$27.9K 0.09% 259
2025
Q4 		$286K Buy
1,113
+89
+9% +$21.3K 0.07% 308
2025
Q3 		$210K Buy
+1,024
New +$186K 0.05% 358

Other funds holding AMAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Beacon Financial Advisory's AMAT Position: Q3 2026 in Review

Beacon Financial Advisory increased its Applied Materials (AMAT) stake by 6.4% in Q3 2026, buying an estimated $41.1K and bringing the position to 1,348 shares worth $689K. The position accounts for 0.13% of the portfolio, ranked #194.

Beacon Financial Advisory first reported a position in AMAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $916K in Q2 2026. 2,485 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Beacon Financial Advisory held 1,348 shares of Applied Materials worth $689K as of Q3 2026.
  • Beacon Financial Advisory bought 81 Applied Materials shares in Q3 2026, an estimated $41.1K.
  • Applied Materials made up 0.13% of Beacon Financial Advisory's portfolio in Q3 2026, its #194 holding.
  • Beacon Financial Advisory first reported a position in Applied Materials in Q3 2025 and has held it in 5 quarters since.
  • Beacon Financial Advisory's Applied Materials position peaked at $916K in Q2 2026.
  • 2,485 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.