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Hudson Value Partners, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1840501 PALM BEACH, FL

Position in AMAT

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$788,070
+$405,266 QoQ
Shares Held
1,090
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,297
of 3,488 holders
Holding Since
Mar 2021
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Hudson Value Partners, LLC holds $13,674,964 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (5.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AMAT
Applied Materials Inc /De
This page
1,090 $788,070

All Filings in AMAT

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $788,070 1,090
2026-03-31 $382,804 1,120
2025-12-31 $287,828 1,120
2025-09-30 $229,308 1,120
2025-06-30 $205,038 1,120
2024-09-30 $226,296 1,120
2024-06-30 $264,308 1,120
2024-03-31 $230,977 1,120
2021-09-30 $211,117 1,640
2021-06-30 $221,432 1,555
2021-03-31 $200,400 1,500