Beacon Financial Advisory’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Beacon Financial Advisory's AMAT Position: Q1 2026 in Review

Beacon Financial Advisory increased its Applied Materials (AMAT) stake by 7.5% in Q1 2026, buying an estimated $27.9K and bringing the position to 1,196 shares worth $409K. The position accounts for 0.09% of the portfolio, ranked #259.

Beacon Financial Advisory first reported a position in AMAT in Q3 2025 and has held it in 3 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Beacon Financial Advisory held 1,196 shares of Applied Materials worth $409K as of Q1 2026.
  • Beacon Financial Advisory bought 83 Applied Materials shares in Q1 2026, an estimated $27.9K.
  • Applied Materials made up 0.09% of Beacon Financial Advisory's portfolio in Q1 2026, its #259 holding.
  • Beacon Financial Advisory first reported a position in Applied Materials in Q3 2025 and has held it in 3 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.