Milestone Asset Management Group’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$733K Buy
1,433
+200
+16% +$102K 0.34% 64
2026
Q2
$891K Sell
1,233
-49
-4% -$22.6K 0.45% 54
2026
Q1
$438K Hold
1,282
– – 0.26% 75
2025
Q4
$330K Hold
1,282
– – 0.19% 91
2025
Q3
$263K Hold
1,282
– – 0.17% 99
2025
Q2
$235K Buy
+1,282
New +$203K 0.17% 94
2025
Q1
– Sell
-1,282
Closed -$209K – 94
2024
Q4
$209K Buy
+1,282
New +$232K 0.19% 89

Other funds holding AMAT

Milestone Asset Management Group's AMAT Position: Q3 2026 in Review

Milestone Asset Management Group increased its Applied Materials (AMAT) stake by 16% in Q3 2026, buying an estimated $102K and bringing the position to 1,433 shares worth $733K. The position accounts for 0.34% of the portfolio, ranked #64.

Milestone Asset Management Group first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $891K in Q2 2026. 994 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Milestone Asset Management Group held 1,433 shares of Applied Materials worth $733K as of Q3 2026.
  • Milestone Asset Management Group bought 200 Applied Materials shares in Q3 2026, an estimated $102K.
  • Applied Materials made up 0.34% of Milestone Asset Management Group's portfolio in Q3 2026, its #64 holding.
  • Milestone Asset Management Group first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • Milestone Asset Management Group's Applied Materials position peaked at $891K in Q2 2026.
  • 994 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.