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Beese Fulmer Investment Management’s Applied Materials AMAT Stock Holding History

Beese Fulmer Investment 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 		$769K Sell
1,064
-65
-6% -$30K 0.04% 179
2026
Q1 		$386K Buy
1,129
+98
+10% +$33K 0.02% 249
2025
Q4 		$265K Sell
1,031
-9
-0.9% -$2.16K 0.02% 319
2025
Q3 		$213K Buy
+1,040
New +$189K 0.01% 279

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

Beese Fulmer Investment Management's AMAT Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Applied Materials (AMAT) stake by 5.8% in Q2 2026, selling an estimated $30K and leaving 1,064 shares worth $769K. The position accounts for 0.04% of the portfolio, ranked #179.

Beese Fulmer Investment Management first reported a position in AMAT in Q3 2025 and has held it in 4 quarters since. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Beese Fulmer Investment Management held 1,064 shares of Applied Materials worth $769K as of Q2 2026.
  • Beese Fulmer Investment Management sold 65 Applied Materials shares in Q2 2026, an estimated $30K.
  • Applied Materials made up 0.04% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #179 holding.
  • Beese Fulmer Investment Management first reported a position in Applied Materials in Q3 2025 and has held it in 4 quarters since.
  • 3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.