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Hudson Edge Investment Partners’s Applied Materials AMAT Stock Holding History

Hudson Edge Investment Partners’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
Q1 		$5.83M Sell
17,044
-10,834
-39% -$3.64M 0.85% 50
2025
Q4 		$7.16M Sell
27,878
-11,434
-29% -$2.74M 1.06% 35
2025
Q3 		$8.05M Buy
39,312
+3,495
+10% +$634K 1.3% 11
2025
Q2 		$6.56M Buy
+35,817
New +$5.68M 1.12% 24
2025
Q1 		– Sell
-200
Closed -$32.5K – 106
2024
Q4 		$32.5K Sell
200
-447
-69% -$81K 0.01% 154
2024
Q3 		$131K Hold
647
– – 0.02% 153
2024
Q2 		$153K Hold
647
– – 0.03% 151
2024
Q1 		$133K Buy
+647
New +$119K 0.03% 152
2021
Q4 		– Sell
-1,990
Closed -$256K – 138
2021
Q3 		$256K Hold
1,990
– – 0.08% 129
2021
Q2 		$283K Hold
1,990
– – 0.09% 129
2021
Q1 		$266K Buy
+1,990
New +$219K 0.09% 126
2019
Q1 		– Sell
-142,272
Closed -$4.66M – 136
2018
Q4 		$4.66M Sell
142,272
-76,088
-35% -$2.61M 1.44% 43
2018
Q3 		$8.44M Buy
218,360
+58,831
+37% +$2.6M 1.5% 41
2018
Q2 		$7.37M Sell
159,529
-51,360
-24% -$2.65M 1.37% 45
2018
Q1 		$11.7M Sell
210,889
-14,086
-6% -$784K 1.78% 39
2017
Q4 		$11.5M Sell
224,975
-45,438
-17% -$2.46M 1.59% 41
2017
Q3 		$14.1M Sell
270,413
-36,319
-12% -$1.64M 2% 17
2017
Q2 		$12.7M Sell
306,732
-97,650
-24% -$4.15M 1.78% 33
2017
Q1 		$15.7M Sell
404,382
-82,644
-17% -$2.97M 2.09% 19
2016
Q4 		$15.7M Buy
487,026
+5,011
+1% +$152K 2.15% 12
2016
Q3 		$14.5M Sell
482,015
-115,870
-19% -$3.23M 2.17% 10
2016
Q2 		$14.3M Sell
597,885
-150,735
-20% -$3.32M 2.14% 11
2016
Q1 		$15.9M Buy
748,620
+261,060
+54% +$4.76M 1.57% 21
2015
Q4 		$9.1M Buy
+487,560
New +$8.47M 0.88% 45

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hudson Edge Investment Partners's AMAT Position: Q1 2026 in Review

Hudson Edge Investment Partners reduced its Applied Materials (AMAT) stake by 39% in Q1 2026, selling an estimated $3.64M and leaving 17,044 shares worth $5.83M. The position accounts for 0.85% of the portfolio, ranked #50.

Hudson Edge Investment Partners first reported a position in AMAT in Q4 2015 and has held it in 24 quarters since. The position peaked at $15.9M in Q1 2016. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Hudson Edge Investment Partners held 17,044 shares of Applied Materials worth $5.83M as of Q1 2026.
  • Hudson Edge Investment Partners sold 10,834 Applied Materials shares in Q1 2026, an estimated $3.64M.
  • Applied Materials made up 0.85% of Hudson Edge Investment Partners's portfolio in Q1 2026, its #50 holding.
  • Hudson Edge Investment Partners first reported a position in Applied Materials in Q4 2015 and has held it in 24 quarters since.
  • Hudson Edge Investment Partners's Applied Materials position peaked at $15.9M in Q1 2016.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Hudson Edge Investment Partners's 13F filing for Q1 2026, filed 27 Apr 2026.