Goldstone Financial Group
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Goldstone Financial Group’s Applied Materials AMAT Stock Holding History

Goldstone 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
Q3 		$2.18M Sell
4,270
-405
-9% -$206K 0.21% 72
2026
Q2 		$3.38M Sell
4,675
-44
-0.9% -$20.3K 0.31% 65
2026
Q1 		$1.61M Sell
4,719
-173
-4% -$58.2K 0.17% 87
2025
Q4 		$1.26M Sell
4,892
-250
-5% -$59.9K 0.14% 95
2025
Q3 		$1.05M Buy
5,142
+1,613
+46% +$293K 0.12% 106
2025
Q2 		$674K Buy
3,529
+955
+37% +$151K 0.09% 132
2025
Q1 		$374K Buy
2,574
+765
+42% +$129K 0.06% 155
2024
Q4 		$294K Buy
1,809
+637
+54% +$115K 0.05% 169
2024
Q3 		$237K Buy
1,172
+115
+11% +$23.6K 0.04% 167
2024
Q2 		$249K Sell
1,057
-32
-3% -$6.87K 0.05% 158
2024
Q1 		$225K Buy
+1,089
New +$200K 0.05% 150
2023
Q3 		– Sell
-1,702
Closed -$246K – 152
2023
Q2 		$246K Buy
1,702
+9
+0.5% +$1.13K 0.07% 147
2023
Q1 		$208K Buy
+1,693
New +$194K 0.07% 146

Other funds holding AMAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Goldstone Financial Group's AMAT Position: Q3 2026 in Review

Goldstone Financial Group reduced its Applied Materials (AMAT) stake by 8.7% in Q3 2026, selling an estimated $206K and leaving 4,270 shares worth $2.18M. The position accounts for 0.21% of the portfolio, ranked #72.

Goldstone Financial Group first reported a position in AMAT in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.38M in Q2 2026. 2,866 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Goldstone Financial Group held 4,270 shares of Applied Materials worth $2.18M as of Q3 2026.
  • Goldstone Financial Group sold 405 Applied Materials shares in Q3 2026, an estimated $206K.
  • Applied Materials made up 0.21% of Goldstone Financial Group's portfolio in Q3 2026, its #72 holding.
  • Goldstone Financial Group first reported a position in Applied Materials in Q1 2023 and has held it in 13 quarters since.
  • Goldstone Financial Group's Applied Materials position peaked at $3.38M in Q2 2026.
  • 2,866 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Goldstone Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.