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Beaton Management Company’s Applied Materials AMAT Stock Holding History

Beaton Management Company’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 		$434K Hold
600
– – 0.18% 107
2026
Q1 		$205K Buy
+600
New +$202K 0.09% 145
2024
Q3 		– Sell
-900
Closed -$212K – 137
2024
Q2 		$212K Buy
+900
New +$193K 0.11% 130

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Beaton Management Company's AMAT Position: Q2 2026 in Review

Beaton Management Company held its Applied Materials (AMAT) position steady in Q2 2026 at 600 shares worth $434K. The position accounts for 0.18% of the portfolio, ranked #107.

Beaton Management Company first reported a position in AMAT in Q2 2024 and has held it in 3 quarters since. 3,507 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Beaton Management Company held 600 shares of Applied Materials worth $434K as of Q2 2026.
  • Beaton Management Company left its Applied Materials share count unchanged in Q2 2026.
  • Applied Materials made up 0.18% of Beaton Management Company's portfolio in Q2 2026, its #107 holding.
  • Beaton Management Company first reported a position in Applied Materials in Q2 2024 and has held it in 3 quarters since.
  • 3,507 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.