PBU - The Pension Fund of Early Childhood & Youth Educators’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
$57.1M Sell
79,032
-259,133
-77% -$120M 1.29% 15
2026
Q1
$116M Buy
338,165
+51,423
+18% +$17.3M 1.74% 9
2025
Q4
$73.7M Buy
+286,742
New +$68.7M 1.06% 18

Other funds holding AMAT

PBU - The Pension Fund of Early Childhood & Youth Educators's AMAT Position: Q2 2026 in Review

PBU - The Pension Fund of Early Childhood & Youth Educators reduced its Applied Materials (AMAT) stake by 77% in Q2 2026, selling an estimated $120M and leaving 79,032 shares worth $57.1M. The position accounts for 1.29% of the portfolio, ranked #15.

PBU - The Pension Fund of Early Childhood & Youth Educators first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $116M in Q1 2026. 2,764 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • PBU - The Pension Fund of Early Childhood & Youth Educators held 79,032 shares of Applied Materials worth $57.1M as of Q2 2026.
  • PBU - The Pension Fund of Early Childhood & Youth Educators sold 259,133 Applied Materials shares in Q2 2026, an estimated $120M.
  • Applied Materials made up 1.29% of PBU - The Pension Fund of Early Childhood & Youth Educators's portfolio in Q2 2026, its #15 holding.
  • PBU - The Pension Fund of Early Childhood & Youth Educators first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • PBU - The Pension Fund of Early Childhood & Youth Educators's Applied Materials position peaked at $116M in Q1 2026.
  • 2,764 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on PBU - The Pension Fund of Early Childhood & Youth Educators's 13F filing for Q2 2026, filed 16 Jul 2026.