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Beverly Hills Private Wealth’s Applied Materials AMAT Stock Holding History

Beverly Hills Private Wealth’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 		$4.57M Sell
6,319
-310
-5% -$143K 0.87% 36
2026
Q1 		$2.27M Buy
6,629
+41
+0.6% +$13.8K 0.38% 72
2025
Q4 		$1.69M Sell
6,588
-274
-4% -$65.7K 0.29% 90
2025
Q3 		$1.41M Buy
6,862
+280
+4% +$50.8K 0.25% 107
2025
Q2 		$1.21M Buy
6,582
+465
+8% +$73.7K 0.23% 113
2025
Q1 		$888K Buy
6,117
+310
+5% +$52.1K 0.18% 131
2024
Q4 		$944K Buy
5,807
+426
+8% +$77.2K 0.19% 123
2024
Q3 		$1.09M Buy
5,381
+1,704
+46% +$350K 0.22% 118
2024
Q2 		$868K Sell
3,677
-573
-13% -$123K 0.19% 129
2024
Q1 		$877K Buy
4,250
+1,913
+82% +$351K 0.2% 116
2023
Q4 		$379K Buy
+2,337
New +$343K 0.1% 214

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 $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's AMAT Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Applied Materials (AMAT) stake by 4.7% in Q2 2026, selling an estimated $143K and leaving 6,319 shares worth $4.57M. The position accounts for 0.87% of the portfolio, ranked #36.

Beverly Hills Private Wealth first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Beverly Hills Private Wealth held 6,319 shares of Applied Materials worth $4.57M as of Q2 2026.
  • Beverly Hills Private Wealth sold 310 Applied Materials shares in Q2 2026, an estimated $143K.
  • Applied Materials made up 0.87% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #36 holding.
  • Beverly Hills Private Wealth first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.