Back to AMAT

Oak Thistle LLC → AMAT

Oak Thistle LLC AMAT Position History

Applied Materials, Inc. • Technology

Quarters held
4
Latest value
$3.8M
Q3 2026
Peak value
$9.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4M
Q1 2026$9.6M
Q2 2026$3.1M
Q3 2026$3.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.8M7.4K——
Q2 2026$3.1M4.2K——
Q1 2026$9.6M28.1K——
Q4 2025$4M15.7K——

Other funds holding AMAT

Other Oak Thistle LLC positions

PLTR

PALANTIR TECHNOLOGIES INC

$19.3M
MU

MICRON TECHNOLOGY INC

$12.7M
CVX

CHEVRON CORPORATION

$10.4M
INTC

INTEL CORP

$10M
AMD

ADVANCED MICRO DEVICES INC

$10M
CME

CME GROUP INC

$10M
MU

MICRON TECHNOLOGY INC

$9.9M
MRVL

MARVELL TECHNOLOGY INC

$9.8M