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Hudson Value Partners, LLC

SEC CIK
0001840501
Latest filing
Jul 10, 2026

AMAT holding history

Applied Materials Inc in every 13F filed by Hudson Value Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMAT overviewAll 13F holders of AMATFull Q2 2026 holdings

Shares (Q2 2026)
1,090
Value
$788.1K
% of portfolio
0.2%
Quarters held
11
Since Q1 2021
Holdings of AMAT by Hudson Value Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,090$788.1K0.2%−30−2.7%ReducedHolders
Q1 20261,120$382.8K0.1%00.0%UnchangedHolders
Q4 20251,120$291.2K0.1%00.0%UnchangedHolders
Q3 20251,120$229.3K0.1%00.0%UnchangedHolders
Q2 20251,120$205.0K0.1%+1,120NewHolders
Q4 20240$00.0%−1,120−100.0%Sold outHolders
Q3 20241,120$226.3K0.1%00.0%UnchangedHolders
Q2 20241,120$264.3K0.1%00.0%UnchangedHolders
Q1 20241,120$231.0K0.1%+1,120NewHolders
Q4 20210$00.0%−1,640−100.0%Sold outHolders
Q3 20211,640$211.0K0.1%+85+5.5%AddedHolders
Q2 20211,555$221.0K0.1%+55+3.7%AddedHolders
Q1 20211,500$200.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.