Pine Haven Investment Counsel’s Applied Materials AMAT Stock Holding History

Pine Haven Investment 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	$4.16M	Sell	5,761 -630	-10%	-$291K	2.8%	8
2026 Q1	$2.18M	Sell	6,391 -99	-2%	-$33.3K	1.61%	16
2025 Q4	$1.67M	Sell	6,490 -50	-0.8%	-$12K	1.19%	21
2025 Q3	$1.34M	Buy	6,540 +40	+0.6%	+$7.26K	0.97%	26
2025 Q2	$1.19M	Sell	6,500 -275	-4%	-$43.6K	0.93%	28
2025 Q1	$983K	Sell	6,775 -260	-4%	-$43.7K	0.83%	34
2024 Q4	$1.14M	Sell	7,035 -30	-0.4%	-$5.44K	0.94%	31
2024 Q3	$1.43M	Sell	7,065 -50	-0.7%	-$10.3K	1.16%	21
2024 Q2	$1.68M	Hold	7,115	–	–	1.44%	17
2024 Q1	$1.47M	Sell	7,115 -25	-0.4%	-$4.59K	1.29%	20
2023 Q4	$1.16M	Hold	7,140	–	–	1.08%	24
2023 Q3	$989K	Sell	7,140 -50	-0.7%	-$7.17K	1.03%	25
2023 Q2	$1.04M	Hold	7,190	–	–	1.04%	25
2023 Q1	$883K	Hold	7,190	–	–	0.93%	29
2022 Q4	$700K	Hold	7,190	–	–	0.77%	38
2022 Q3	$589K	Buy	7,190 +50	+0.7%	+$4.82K	0.72%	38
2022 Q2	$650K	Hold	7,140	–	–	0.76%	38
2022 Q1	$941K	Hold	7,140	–	–	0.92%	33
2021 Q4	$1.12M	Buy	+7,140	New	+$1.03M	1.05%	24

Other funds holding AMAT

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

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Pine Haven Investment Counsel's AMAT Position: Q2 2026 in Review

Pine Haven Investment Counsel reduced its Applied Materials (AMAT) stake by 9.9% in Q2 2026, selling an estimated $291K and leaving 5,761 shares worth $4.16M. The position accounts for 2.8% of the portfolio, ranked #8.

Pine Haven Investment Counsel first reported a position in AMAT in Q4 2021 and has held it in 19 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Pine Haven Investment Counsel held 5,761 shares of Applied Materials worth $4.16M as of Q2 2026.
Pine Haven Investment Counsel sold 630 Applied Materials shares in Q2 2026, an estimated $291K.
Applied Materials made up 2.8% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #8 holding.
Pine Haven Investment Counsel first reported a position in Applied Materials in Q4 2021 and has held it in 19 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.