Hickory Asset 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
2025
Q2
$665K Buy
3,631
+1,036
+40% +$164K 0.55% 42
2025
Q1
$377K Buy
2,595
+738
+40% +$124K 0.33% 61
2024
Q4
$302K Buy
+1,857
New +$337K 0.26% 74

Other funds holding AMAT

Hickory Asset Management's AMAT Position: Q2 2025 in Review

Hickory Asset Management increased its Applied Materials (AMAT) stake by 40% in Q2 2025, buying an estimated $164K and bringing the position to 3,631 shares worth $665K. The position accounts for 0.55% of the portfolio, ranked #42.

Hickory Asset Management first reported a position in AMAT in Q4 2024 and has held it in 3 quarters since. 2,321 funds tracked by Wall St. Rank hold AMAT as of Q2 2025.

  • Hickory Asset Management held 3,631 shares of Applied Materials worth $665K as of Q2 2025.
  • Hickory Asset Management bought 1,036 Applied Materials shares in Q2 2025, an estimated $164K.
  • Applied Materials made up 0.55% of Hickory Asset Management's portfolio in Q2 2025, its #42 holding.
  • Hickory Asset Management first reported a position in Applied Materials in Q4 2024 and has held it in 3 quarters since.
  • 2,321 funds tracked by Wall St. Rank held Applied Materials as of Q2 2025.

Based on Hickory Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.