Question 1

Does Davis Selected Advisers own AMAT stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Davis Selected Advisers holds 102,521 shares of AMAT (Applied Materials), worth $74.1M.

Question 2

How many shares of AMAT does Davis Selected Advisers own?

Accepted Answer

As of its Q2 2026 13F, Davis Selected Advisers holds 102,521 shares of AMAT (Applied Materials).

Question 3

What is Davis Selected Advisers' AMAT position worth?

Accepted Answer

As of its Q2 2026 13F, Davis Selected Advisers' AMAT position is worth $74.1M.

Question 4

Is Davis Selected Advisers buying or selling AMAT?

Accepted Answer

In Q2 2026, Davis Selected Advisers reduced its AMAT position by 1,094,581 shares (-91.4%).

Question 5

When did Davis Selected Advisers first buy AMAT?

Accepted Answer

Davis Selected Advisers already held AMAT in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	102,521	-91.4%	$74.1M	0.3%	$723.00	0
2026-Q1	Decreased	1.2M	-71.5%	$409.2M	1.9%	$341.37	0
2025-Q4	Decreased	4.2M	-24.4%	$1.1B	4.9%	$256.35	0
2025-Q3	Increased	5.6M	+12.0%	$1.1B	5.9%	$203.83	69
2025-Q2	Decreased	5M	-0.7%	$907.6M	4.9%	$181.74	0
2025-Q1	Increased	5M	+6.0%	$724.6M	4.2%	$143.65	62
2024-Q4	Increased	4.7M	+14.6%	$766.3M	4.5%	$160.62	66
2024-Q3	Decreased	4.1M	-1.8%	$831M	4.7%	$199.08	0