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Berger Financial Group’s Applied Materials AMAT Stock Holding History

Berger Financial Group’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 		$480K Sell
1,405
-84
-6% -$28.3K 0.03% 299
2025
Q4 		$383K Sell
1,489
-115
-7% -$27.6K 0.02% 328
2025
Q3 		$328K Sell
1,604
-125
-7% -$22.7K 0.02% 338
2025
Q2 		$317K Sell
1,729
-157
-8% -$24.9K 0.02% 326
2025
Q1 		$274K Sell
1,886
-87
-4% -$14.6K 0.02% 348
2024
Q4 		$321K Hold
1,973
– – 0.02% 313
2024
Q3 		$399K Buy
1,973
+44
+2% +$9.03K 0.03% 263
2024
Q2 		$455K Sell
1,929
-99
-5% -$21.3K 0.04% 228
2024
Q1 		$418K Buy
2,028
+37
+2% +$6.79K 0.03% 228
2023
Q4 		$323K Sell
1,991
-64
-3% -$9.4K 0.03% 219
2023
Q3 		$284K Buy
2,055
+55
+3% +$7.89K 0.03% 214
2023
Q2 		$289K Sell
2,000
-10
-0.5% -$1.25K 0.03% 217
2023
Q1 		$247K Buy
+2,010
New +$231K 0.03% 235
2022
Q3 		– Sell
-2,439
Closed -$222K – 235
2022
Q2 		$222K Sell
2,439
-201
-8% -$22K 0.03% 219
2022
Q1 		$348K Buy
2,640
+528
+25% +$72.7K 0.04% 186
2021
Q4 		$332K Buy
+2,112
New +$306K 0.04% 195

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

Berger Financial Group's AMAT Position: Q1 2026 in Review

Berger Financial Group reduced its Applied Materials (AMAT) stake by 5.6% in Q1 2026, selling an estimated $28.3K and leaving 1,405 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #299.

Berger Financial Group first reported a position in AMAT in Q4 2021 and has held it in 16 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Berger Financial Group held 1,405 shares of Applied Materials worth $480K as of Q1 2026.
  • Berger Financial Group sold 84 Applied Materials shares in Q1 2026, an estimated $28.3K.
  • Applied Materials made up 0.03% of Berger Financial Group's portfolio in Q1 2026, its #299 holding.
  • Berger Financial Group first reported a position in Applied Materials in Q4 2021 and has held it in 16 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.