Intact Investment Management’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
Q2
$15.3M Sell
21,180
-3,420
-14% -$1.58M 0.44% 59
2026
Q1
$8.41M Buy
24,600
+4,200
+21% +$1.41M 0.24% 93
2025
Q4
$5.24M Sell
20,400
-2,900
-12% -$695K 0.15% 128
2025
Q3
$4.77M Sell
23,300
-4,800
-17% -$871K 0.14% 125
2025
Q2
$5.14M Sell
28,100
-4,100
-13% -$650K 0.17% 117
2025
Q1
$4.67M Buy
32,200
+3,600
+13% +$605K 0.16% 128
2024
Q4
$4.65M Buy
+28,600
New +$5.18M 0.16% 130
2023
Q1
Sell
-3,800
Closed -$370K 256
2022
Q4
$370K Buy
3,800
+300
+9% +$28.8K 0.02% 233
2022
Q3
$287K Sell
3,500
-4,200
-55% -$405K 0.01% 251
2022
Q2
$701K Buy
7,700
+400
+5% +$43.9K 0.02% 205
2022
Q1
$961K Sell
7,300
-2,600
-26% -$358K 0.02% 201
2021
Q4
$1.56M Sell
9,900
-700
-7% -$101K 0.04% 188
2021
Q3
$1.36M Buy
10,600
+1,700
+19% +$231K 0.04% 176
2021
Q2
$1.27M Sell
8,900
-19,200
-68% -$2.58M 0.04% 179
2021
Q1
$3.75M Sell
28,100
-13,800
-33% -$1.52M 0.11% 142
2020
Q4
$3.61M Sell
41,900
-5,700
-12% -$421K 0.12% 141
2020
Q3
$2.83M Sell
47,600
-8,800
-16% -$544K 0.1% 145
2020
Q2
$3.41M Sell
56,400
-900
-2% -$48.6K 0.13% 125
2020
Q1
$2.63M Sell
57,300
-14,300
-20% -$821K 0.11% 128
2019
Q4
$4.37M Buy
71,600
+38,300
+115% +$2.15M 0.15% 118
2019
Q3
$1.66M Hold
33,300
0.06% 169
2019
Q2
$1.5M Buy
33,300
+24,100
+262% +$1.01M 0.05% 168
2019
Q1
$365K Hold
9,200
0.01% 204
2018
Q4
$301K Buy
9,200
+2,600
+39% +$89.1K 0.01% 199
2018
Q3
$255K Hold
6,600
0.01% 224
2018
Q2
$305K Hold
6,600
0.01% 212
2018
Q1
$367K Hold
6,600
0.01% 194
2017
Q4
$337K Hold
6,600
0.01% 182
2017
Q3
$344K Sell
6,600
-7,700
-54% -$348K 0.01% 180
2017
Q2
$591K Sell
14,300
-1,300
-8% -$55.2K 0.03% 151
2017
Q1
$607K Buy
15,600
+4,600
+42% +$165K 0.02% 151
2016
Q4
$355K Hold
11,000
0.01% 228
2016
Q3
$332K Sell
11,000
-15,100
-58% -$421K 0.01% 224
2016
Q2
$625K Buy
26,100
+11,300
+76% +$249K 0.03% 182
2016
Q1
$313K Sell
14,800
-103,000
-87% -$1.88M 0.01% 226
2015
Q4
$2.2M Buy
117,800
+25,000
+27% +$434K 0.1% 114
2015
Q3
$1.36M Buy
+92,800
New +$1.55M 0.06% 126

Other funds holding AMAT

Intact Investment Management's AMAT Position: Q2 2026 in Review

Intact Investment Management reduced its Applied Materials (AMAT) stake by 14% in Q2 2026, selling an estimated $1.58M and leaving 21,180 shares worth $15.3M. The position accounts for 0.44% of the portfolio, ranked #59.

Intact Investment Management first reported a position in AMAT in Q3 2015 and has held it in 37 quarters since. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Intact Investment Management held 21,180 shares of Applied Materials worth $15.3M as of Q2 2026.
  • Intact Investment Management sold 3,420 Applied Materials shares in Q2 2026, an estimated $1.58M.
  • Applied Materials made up 0.44% of Intact Investment Management's portfolio in Q2 2026, its #59 holding.
  • Intact Investment Management first reported a position in Applied Materials in Q3 2015 and has held it in 37 quarters since.
  • 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Intact Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.