Linden Thomas Advisory Services’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
$8.94M Buy
12,371
+216
+2% +$99.7K 0.72% 17
2026
Q1
$4.15M Sell
12,155
-2,424
-17% -$815K 0.4% 61
2025
Q4
$3.75M Buy
14,579
+122
+0.8% +$29.2K 0.38% 65
2025
Q3
$2.96M Buy
14,457
+342
+2% +$62.1K 0.3% 90
2025
Q2
$2.58M Sell
14,115
-10,398
-42% -$1.65M 0.28% 100
2025
Q1
$3.56M Buy
24,513
+2,470
+11% +$415K 0.46% 45
2024
Q4
$3.58M Buy
22,043
+1,920
+10% +$348K 0.45% 43
2024
Q3
$4.07M Buy
20,123
+2,510
+14% +$515K 0.56% 22
2024
Q2
$4.16M Buy
17,613
+655
+4% +$141K 0.64% 12
2024
Q1
$3.5M Buy
16,958
+7,441
+78% +$1.37M 0.56% 18
2023
Q4
$1.54M Buy
9,517
+1,997
+27% +$293K 0.29% 136
2023
Q3
$1.04M Sell
7,520
-547
-7% -$78.4K 0.23% 193
2023
Q2
$1.17M Buy
8,067
+1,030
+15% +$129K 0.26% 163
2023
Q1
$864K Buy
7,037
+212
+3% +$24.3K 0.21% 194
2022
Q4
$665K Buy
+6,825
New +$655K 0.19% 216

Other funds holding AMAT

Linden Thomas Advisory Services's AMAT Position: Q2 2026 in Review

Linden Thomas Advisory Services increased its Applied Materials (AMAT) stake by 1.8% in Q2 2026, buying an estimated $99.7K and bringing the position to 12,371 shares worth $8.94M. The position accounts for 0.72% of the portfolio, ranked #17.

Linden Thomas Advisory Services first reported a position in AMAT in Q4 2022 and has held it in 15 quarters since. 3,501 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Linden Thomas Advisory Services held 12,371 shares of Applied Materials worth $8.94M as of Q2 2026.
  • Linden Thomas Advisory Services bought 216 Applied Materials shares in Q2 2026, an estimated $99.7K.
  • Applied Materials made up 0.72% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #17 holding.
  • Linden Thomas Advisory Services first reported a position in Applied Materials in Q4 2022 and has held it in 15 quarters since.
  • 3,501 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.