Allred Capital 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
$1.22M Buy
1,683
+70
+4% +$32.3K 0.4% 57
2026
Q1
$551K Buy
+1,613
New +$543K 0.2% 95
2021
Q2
Sell
-781
Closed -$104K 209
2021
Q1
$104K Buy
+781
New +$86.1K 0.05% 252

Other funds holding AMAT

Allred Capital Management's AMAT Position: Q2 2026 in Review

Allred Capital Management increased its Applied Materials (AMAT) stake by 4.3% in Q2 2026, buying an estimated $32.3K and bringing the position to 1,683 shares worth $1.22M. The position accounts for 0.4% of the portfolio, ranked #57.

Allred Capital Management first reported a position in AMAT in Q1 2021 and has held it in 3 quarters since. 3,492 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Allred Capital Management held 1,683 shares of Applied Materials worth $1.22M as of Q2 2026.
  • Allred Capital Management bought 70 Applied Materials shares in Q2 2026, an estimated $32.3K.
  • Applied Materials made up 0.4% of Allred Capital Management's portfolio in Q2 2026, its #57 holding.
  • Allred Capital Management first reported a position in Applied Materials in Q1 2021 and has held it in 3 quarters since.
  • 3,492 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.