BFG
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Beacon Financial Group’s Applied Materials AMAT Stock Holding History

Beacon Financial Group’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 		$1.5M Buy
2,070
+137
+7% +$63.2K 0.14% 147
2026
Q1 		$661K Buy
1,933
+15
+0.8% +$5.05K 0.07% 206
2025
Q4 		$493K Buy
1,918
+145
+8% +$34.8K 0.05% 232
2025
Q3 		$363K Sell
1,773
-172
-9% -$31.2K 0.04% 270
2025
Q2 		$356K Buy
1,945
+284
+17% +$45K 0.04% 269
2025
Q1 		$241K Buy
1,661
+145
+10% +$24.4K 0.03% 305
2024
Q4 		$247K Buy
+1,516
New +$275K 0.03% 303

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Beacon Financial Group's AMAT Position: Q2 2026 in Review

Beacon Financial Group increased its Applied Materials (AMAT) stake by 7.1% in Q2 2026, buying an estimated $63.2K and bringing the position to 2,070 shares worth $1.5M. The position accounts for 0.14% of the portfolio, ranked #147.

Beacon Financial Group first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 1,143 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Beacon Financial Group held 2,070 shares of Applied Materials worth $1.5M as of Q2 2026.
  • Beacon Financial Group bought 137 Applied Materials shares in Q2 2026, an estimated $63.2K.
  • Applied Materials made up 0.14% of Beacon Financial Group's portfolio in Q2 2026, its #147 holding.
  • Beacon Financial Group first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 1,143 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.