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Beaumont Financial Advisors’s Applied Materials AMAT Stock Holding History

Beaumont Financial Advisors’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 		$392K Sell
1,148
-28
-2% -$9.42K 0.03% 265
2025
Q4 		$302K Buy
1,176
+27
+2% +$6.47K 0.02% 294
2025
Q3 		$235K Buy
1,149
+9
+0.8% +$1.63K 0.02% 363
2025
Q2 		$209K Buy
+1,140
New +$181K 0.02% 366
2024
Q4 		– Sell
-1,285
Closed -$260K – 370
2024
Q3 		$260K Buy
1,285
+34
+3% +$6.97K 0.02% 294
2024
Q2 		$295K Sell
1,251
-29
-2% -$6.23K 0.02% 279
2024
Q1 		$264K Sell
1,280
-17
-1% -$3.12K 0.02% 297
2023
Q4 		$210K Buy
+1,297
New +$191K 0.02% 322
2021
Q3 		– Sell
-1,546
Closed -$220K – 356
2021
Q2 		$220K Buy
+1,546
New +$207K 0.02% 345

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

Beaumont Financial Advisors's AMAT Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its Applied Materials (AMAT) stake by 2.4% in Q1 2026, selling an estimated $9.42K and leaving 1,148 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #265.

Beaumont Financial Advisors first reported a position in AMAT in Q2 2021 and has held it in 9 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Beaumont Financial Advisors held 1,148 shares of Applied Materials worth $392K as of Q1 2026.
  • Beaumont Financial Advisors sold 28 Applied Materials shares in Q1 2026, an estimated $9.42K.
  • Applied Materials made up 0.03% of Beaumont Financial Advisors's portfolio in Q1 2026, its #265 holding.
  • Beaumont Financial Advisors first reported a position in Applied Materials in Q2 2021 and has held it in 9 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.