Beaird Harris Wealth Management’s Applied Materials AMAT Stock Holding History

Beaird Harris Wealth Management’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	$46.7K	Buy	65 +12	+23%	+$5.54K	﹤0.01%	262
2026 Q1	$18K	Hold	53	–	–	﹤0.01%	323
2025 Q4	$13.5K	Hold	53	–	–	﹤0.01%	369
2025 Q3	$10.8K	Buy	53 +6	+13%	+$1.09K	﹤0.01%	380
2025 Q2	$8.61K	Buy	47 +21	+81%	+$3.33K	﹤0.01%	389
2025 Q1	$3.77K	Hold	26	–	–	﹤0.01%	405
2024 Q4	$4.23K	Sell	26 -14	-35%	-$2.54K	﹤0.01%	389
2024 Q3	$8.08K	Hold	40	–	–	﹤0.01%	353
2024 Q2	$9.44K	Buy	40 +14	+54%	+$3K	﹤0.01%	382
2024 Q1	$5.36K	Hold	26	–	–	﹤0.01%	383
2023 Q4	$4.21K	Buy	+26	New	+$3.82K	﹤0.01%	401
2023 Q1	–	Sell	-350	Closed	-$34.1K	–	495
2022 Q4	$34.1K	Sell	350 -62	-15%	-$5.95K	0.01%	204
2022 Q3	$34K	Hold	412	–	–	0.01%	189
2022 Q2	$37K	Hold	412	–	–	0.01%	156
2022 Q1	$54K	Hold	412	–	–	0.02%	183
2021 Q4	$65K	Buy	+412	New	+$59.7K	0.02%	204

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Beaird Harris Wealth Management's AMAT Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Applied Materials (AMAT) stake by 23% in Q2 2026, buying an estimated $5.54K and bringing the position to 65 shares worth $46.7K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Beaird Harris Wealth Management first reported a position in AMAT in Q4 2021 and has held it in 16 quarters since. The position peaked at $65K in Q4 2021. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Beaird Harris Wealth Management held 65 shares of Applied Materials worth $46.7K as of Q2 2026.
Beaird Harris Wealth Management bought 12 Applied Materials shares in Q2 2026, an estimated $5.54K.
Applied Materials made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #262 holding.
Beaird Harris Wealth Management first reported a position in Applied Materials in Q4 2021 and has held it in 16 quarters since.
Beaird Harris Wealth Management's Applied Materials position peaked at $65K in Q4 2021.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.