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Beta Wealth Group’s Applied Materials AMAT Stock Holding History

Beta Wealth 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
2025
Q4 		– Sell
-3,301
Closed -$676K – 116
2025
Q3 		$676K Buy
3,301
+400
+14% +$72.6K 0.27% 58
2025
Q2 		$531K Buy
2,901
+1
+0% +$158 0.19% 68
2025
Q1 		$421K Buy
2,900
+600
+26% +$101K 0.15% 77
2024
Q4 		$374K Buy
+2,300
New +$417K 0.17% 87
2024
Q2 		– Sell
-2,000
Closed -$413K – 104
2024
Q1 		$413K Sell
2,000
-3,101
-61% -$569K 0.2% 78
2023
Q4 		$827K Sell
5,101
-99
-2% -$14.5K 0.43% 42
2023
Q3 		$720K Buy
5,200
+100
+2% +$14.3K 0.43% 44
2023
Q2 		$737K Buy
5,100
+500
+11% +$62.6K 0.43% 45
2023
Q1 		$565K Buy
4,600
+400
+10% +$45.9K 0.32% 51
2022
Q4 		$409K Buy
4,200
+300
+8% +$28.8K 0.27% 62
2022
Q3 		$320K Buy
3,900
+300
+8% +$28.9K 0.23% 63
2022
Q2 		$328K Buy
3,600
+600
+20% +$65.8K 0.22% 57
2022
Q1 		$395K Buy
3,000
+1,100
+58% +$151K 0.26% 50
2021
Q4 		$245K Hold
1,900
– – 0.18% 55
2021
Q3 		$245K Hold
1,900
– – 0.18% 55
2021
Q2 		$271K Buy
1,900
+100
+6% +$13.4K 0.19% 53
2021
Q1 		$240K Buy
+1,800
New +$199K 0.17% 52

Other funds holding AMAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Beta Wealth Group's AMAT Position: Q4 2025 in Review

Beta Wealth Group sold out of Applied Materials (AMAT) in Q4 2025, closing a stake of 3,301 shares — an estimated $676K sold.

Beta Wealth Group first reported a position in AMAT in Q1 2021 and held it in 17 quarters. The position peaked at $827K in Q4 2023. 2,630 funds tracked by Wall St. Rank hold AMAT as of Q4 2025.

  • Beta Wealth Group reported no remaining Applied Materials position as of Q4 2025 after selling out during the quarter.
  • Beta Wealth Group sold 3,301 Applied Materials shares in Q4 2025, an estimated $676K.
  • Beta Wealth Group first reported a position in Applied Materials in Q1 2021 and held it in 17 quarters.
  • Beta Wealth Group's Applied Materials position peaked at $827K in Q4 2023.
  • 2,630 funds tracked by Wall St. Rank held Applied Materials as of Q4 2025.

Based on Beta Wealth Group's 13F filing for Q4 2025, filed 13 Feb 2026.