Becker Capital Management’s Applied Materials AMAT Stock Holding History

Becker 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 Q1	$298K	Sell	871 -20	-2%	-$6.73K	0.01%	262
2025 Q4	$229K	Buy	+891	New	+$214K	0.01%	290
2024 Q3	–	Sell	-900	Closed	-$212K	–	277
2024 Q2	$212K	Buy	+900	New	+$193K	0.01%	259
2022 Q2	–	Sell	-2,005	Closed	-$264K	–	194
2022 Q1	$264K	Sell	2,005 -380	-16%	-$52.3K	0.01%	181
2021 Q4	$375K	Sell	2,385 -208	-8%	-$30.1K	0.01%	164
2021 Q3	$334K	Buy	2,593 +22	+0.9%	+$2.99K	0.01%	168
2021 Q2	$366K	Buy	2,571 +178	+7%	+$23.9K	0.02%	165
2021 Q1	$320K	Buy	+2,393	New	+$264K	0.01%	166
2018 Q1	–	Sell	-5,304	Closed	-$271K	–	168
2017 Q4	$271K	Hold	5,304	–	–	0.01%	140
2017 Q3	$276K	Hold	5,304	–	–	0.01%	133
2017 Q2	$219K	Hold	5,304	–	–	0.01%	130
2017 Q1	$206K	Buy	+5,304	New	+$190K	0.01%	135

Other funds holding AMAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Becker Capital Management's AMAT Position: Q1 2026 in Review

Becker Capital Management reduced its Applied Materials (AMAT) stake by 2.2% in Q1 2026, selling an estimated $6.73K and leaving 871 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #262.

Becker Capital Management first reported a position in AMAT in Q1 2017 and has held it in 12 quarters since. The position peaked at $375K in Q4 2021. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Becker Capital Management held 871 shares of Applied Materials worth $298K as of Q1 2026.
Becker Capital Management sold 20 Applied Materials shares in Q1 2026, an estimated $6.73K.
Applied Materials made up 0.01% of Becker Capital Management's portfolio in Q1 2026, its #262 holding.
Becker Capital Management first reported a position in Applied Materials in Q1 2017 and has held it in 12 quarters since.
Becker Capital Management's Applied Materials position peaked at $375K in Q4 2021.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.