Abrams Bison Investments’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 Q1	$241M	Sell	704,000 -188,000	-21%	-$63.2M	10.41%	3
2025 Q4	$229M	Sell	892,000 -180,000	-17%	-$43.2M	16.99%	2
2025 Q3	$219M	Buy	1,072,000 +197,000	+23%	+$35.7M	17.21%	2
2025 Q2	$160M	Hold	875,000	–	–	14.94%	3
2025 Q1	$127M	Hold	875,000	–	–	13.83%	3
2024 Q4	$142M	Buy	875,000 +125,000	+17%	+$22.7M	14.66%	3
2024 Q3	$152M	Buy	750,000 +210,000	+39%	+$43.1M	13.08%	4
2024 Q2	$127M	Sell	540,000 -370,000	-41%	-$79.4M	12.5%	3
2024 Q1	$188M	Hold	910,000	–	–	16.75%	2
2023 Q4	$147M	Sell	910,000 -14,000	-2%	-$2.06M	14.78%	3
2023 Q3	$128M	Hold	924,000	–	–	14.06%	2
2023 Q2	$134M	Hold	924,000	–	–	13.39%	3
2023 Q1	$113M	Hold	924,000	–	–	11.35%	3
2022 Q4	$90M	Sell	924,000 -1,000	-0.1%	-$96K	9.6%	3
2022 Q3	$75.8M	Hold	925,000	–	–	8.18%	4
2022 Q2	$84.2M	Buy	925,000 +220,000	+31%	+$24.1M	9.52%	5
2022 Q1	$92.9M	Hold	705,000	–	–	7.88%	5
2021 Q4	$111M	Sell	705,000 -83,000	-11%	-$12M	8.28%	3
2021 Q3	$101M	Hold	788,000	–	–	7.55%	5
2021 Q2	$112M	Hold	788,000	–	–	9.73%	4
2021 Q1	$105M	Hold	788,000	–	–	9.49%	4
2020 Q4	$68M	Buy	788,000 +71,000	+10%	+$5.25M	7.68%	6
2020 Q3	$42.6M	Buy	+717,000	New	+$44.3M	5.33%	9
2020 Q1	–	Sell	-1,931,000	Closed	-$118M	–	9
2019 Q4	$118M	Sell	1,931,000 -849,000	-31%	-$47.7M	17.09%	3
2019 Q3	$139M	Buy	2,780,000 +275,000	+11%	+$13.3M	13.85%	4
2019 Q2	$113M	Hold	2,505,000	–	–	11.66%	3
2019 Q1	$99.3M	Hold	2,505,000	–	–	11.05%	4
2018 Q4	$82M	Buy	+2,505,000	New	+$85.9M	9.64%	5