Beck Capital Management’s Applied Materials AMAT Stock Holding History

Beck Capital 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	$246K	Buy	+340	New	+$157K	0.05%	131
2021 Q2	–	Sell	-1,850	Closed	-$247K	–	135
2021 Q1	$247K	Buy	+1,850	New	+$204K	0.09%	105
2020 Q2	–	Sell	-48,577	Closed	-$2.23M	–	85
2020 Q1	$2.23M	Buy	+48,577	New	+$2.79M	2.04%	18
2018 Q2	–	Sell	-67,759	Closed	-$3.77M	–	95
2018 Q1	$3.77M	Buy	+67,759	New	+$3.77M	1.73%	22
2017 Q4	–	Sell	-84,341	Closed	-$4.39M	–	113
2017 Q3	$4.39M	Sell	84,341 -59,805	-41%	-$2.7M	2.1%	14
2017 Q2	$6.23M	Buy	144,146 +85	+0.1%	+$3.61K	3.2%	6
2017 Q1	$5.6M	Sell	144,061 -323	-0.2%	-$11.6K	2.95%	6
2016 Q4	$4.66M	Buy	144,384 +32,701	+29%	+$995K	2.62%	8
2016 Q3	$3.37M	Buy	111,683 +92,683	+488%	+$2.59M	2.05%	11
2016 Q2	$455K	Buy	+19,000	New	+$419K	0.29%	71

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Beck Capital Management's AMAT Position: Q2 2026 in Review

Beck Capital Management opened a new position in Applied Materials (AMAT) in Q2 2026: 340 shares worth $246K. The stake represents 0.05% of the portfolio and ranks #131 among its holdings. This is a return to the name: Beck Capital Management previously reported a position in AMAT as recently as Q1 2021.

Beck Capital Management first reported a position in AMAT in Q2 2016 and has held it in 10 quarters since. The position peaked at $6.23M in Q2 2017. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Beck Capital Management held 340 shares of Applied Materials worth $246K as of Q2 2026.
Applied Materials was a new Beck Capital Management position in Q2 2026.
Applied Materials made up 0.05% of Beck Capital Management's portfolio in Q2 2026, its #131 holding.
Beck Capital Management first reported a position in Applied Materials in Q2 2016 and has held it in 10 quarters since.
Beck Capital Management's Applied Materials position peaked at $6.23M in Q2 2017.
3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Beck Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.