Argus Investors Counsel’s Applied Materials AMAT Stock Holding History

Argus Investors Counsel’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	$7.61M	Sell	10,528 -310	-3%	-$143K	5.86%	1
2026 Q1	$3.7M	Sell	10,838 -523	-5%	-$176K	3.29%	9
2025 Q4	$2.92M	Buy	11,361 +2,222	+24%	+$533K	2.33%	13
2025 Q3	$1.87M	Sell	9,139 -54	-0.6%	-$9.8K	1.49%	24
2025 Q2	$1.68M	Buy	9,193 +104	+1%	+$16.5K	1.19%	30
2025 Q1	$1.32M	Buy	9,089 +53	+0.6%	+$8.91K	1%	33
2024 Q4	$1.47M	Sell	9,036 -124	-1%	-$22.5K	0.98%	33
2024 Q3	$1.85M	Sell	9,160 -109	-1%	-$22.4K	1.21%	30
2024 Q2	$2.19M	Buy	9,269 +1,031	+13%	+$221K	1.34%	21
2024 Q1	$1.7M	Sell	8,238 -30	-0.4%	-$5.5K	1.04%	31
2023 Q4	$1.34M	Buy	8,268 +7	+0.1%	+$1.03K	0.86%	57
2023 Q3	$1.14M	Buy	8,261 +316	+4%	+$45.3K	0.82%	61
2023 Q2	$1.15M	Buy	7,945 +37	+0.5%	+$4.63K	0.8%	61
2023 Q1	$971K	Sell	7,908 -26	-0.3%	-$2.99K	0.74%	63
2022 Q4	$773K	Buy	7,934 +136	+2%	+$13.1K	0.62%	65
2022 Q3	$639K	Buy	7,798 +106	+1%	+$10.2K	0.57%	68
2022 Q2	$700K	Buy	7,692 +405	+6%	+$44.4K	0.52%	68
2022 Q1	$960K	Buy	+7,287	New	+$1M	0.61%	65

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Argus Investors Counsel's AMAT Position: Q2 2026 in Review

Argus Investors Counsel reduced its Applied Materials (AMAT) stake by 2.9% in Q2 2026, selling an estimated $143K and leaving 10,528 shares worth $7.61M. The position accounts for 5.86% of the portfolio, ranked #1.

Argus Investors Counsel first reported a position in AMAT in Q1 2022 and has held it in 18 quarters since. 1,645 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Argus Investors Counsel held 10,528 shares of Applied Materials worth $7.61M as of Q2 2026.
Argus Investors Counsel sold 310 Applied Materials shares in Q2 2026, an estimated $143K.
Applied Materials made up 5.86% of Argus Investors Counsel's portfolio in Q2 2026, its #1 holding.
Argus Investors Counsel first reported a position in Applied Materials in Q1 2022 and has held it in 18 quarters since.
1,645 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Argus Investors Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.