Ransom Advisory’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
Q4
$128K Sell
500
-100
-17% -$24K 0.05% 150
2025
Q3
$123K Hold
600
0.06% 123
2025
Q2
$110K Hold
600
0.05% 129
2025
Q1
$87.1K Hold
600
0.04% 142
2024
Q4
$97.6K Sell
600
-100
-14% -$18.1K 0.04% 156
2024
Q3
$141K Hold
700
0.07% 142
2024
Q2
$165K Hold
700
0.08% 129
2024
Q1
$144K Buy
+700
New +$128K 0.08% 132

Other funds holding AMAT

Ransom Advisory's AMAT Position: Q4 2025 in Review

Ransom Advisory reduced its Applied Materials (AMAT) stake by 17% in Q4 2025, selling an estimated $24K and leaving 500 shares worth $128K. The position accounts for 0.05% of the portfolio, ranked #150.

Ransom Advisory first reported a position in AMAT in Q1 2024 and has held it in 8 quarters since. The position peaked at $165K in Q2 2024. 2,630 funds tracked by Wall St. Rank hold AMAT as of Q4 2025.

  • Ransom Advisory held 500 shares of Applied Materials worth $128K as of Q4 2025.
  • Ransom Advisory sold 100 Applied Materials shares in Q4 2025, an estimated $24K.
  • Applied Materials made up 0.05% of Ransom Advisory's portfolio in Q4 2025, its #150 holding.
  • Ransom Advisory first reported a position in Applied Materials in Q1 2024 and has held it in 8 quarters since.
  • Ransom Advisory's Applied Materials position peaked at $165K in Q2 2024.
  • 2,630 funds tracked by Wall St. Rank held Applied Materials as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.