MLCM
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M & L Capital Management’s Applied Materials AMAT Stock Holding History

M & L Capital Management’s Portfolio AMAT Stock Details AMAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,800
Closed -$987K – 22
2025
Q1 		$987K Hold
6,800
– – 0.3% 14
2024
Q4 		$1.11M Buy
+6,800
New +$1.11M 0.27% 15