Picton Mahoney Asset Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Picton Mahoney Asset Management's AMAT Position: Q2 2026 in Review
Picton Mahoney Asset Management increased its Applied Materials (AMAT) stake by 1,102% in Q2 2026, buying an estimated $5.88M and bringing the position to 13,908 shares worth $10.1M. The position accounts for 0.07% of the portfolio, ranked #242.
Picton Mahoney Asset Management first reported a position in AMAT in Q4 2022 and has held it in 4 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Picton Mahoney Asset Management held 13,908 shares of Applied Materials worth $10.1M as of Q2 2026.
- Picton Mahoney Asset Management bought 12,751 Applied Materials shares in Q2 2026, an estimated $5.88M.
- Applied Materials made up 0.07% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #242 holding.
- Picton Mahoney Asset Management first reported a position in Applied Materials in Q4 2022 and has held it in 4 quarters since.
- 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.