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 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