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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beaton Management Company's AMAT Position: Q1 2026 in Review

Beaton Management Company opened a new position in Applied Materials (AMAT) in Q1 2026: 600 shares worth $205K. The stake represents 0.09% of the portfolio and ranks #145 among its holdings. This is a return to the name: Beaton Management Company previously reported a position in AMAT as recently as Q2 2024.

Beaton Management Company first reported a position in AMAT in Q2 2024 and has held it in 2 quarters since. The position peaked at $212K in Q2 2024. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Beaton Management Company held 600 shares of Applied Materials worth $205K as of Q1 2026.
  • Applied Materials was a new Beaton Management Company position in Q1 2026.
  • Applied Materials made up 0.09% of Beaton Management Company's portfolio in Q1 2026, its #145 holding.
  • Beaton Management Company first reported a position in Applied Materials in Q2 2024 and has held it in 2 quarters since.
  • Beaton Management Company's Applied Materials position peaked at $212K in Q2 2024.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.