Question 1

How many shares of AMAT does DAVIS SELECTED ADVISERS own?

Accepted Answer

As of 2026-Q1, DAVIS SELECTED ADVISERS holds 1.2M shares of AMAT (APPLIED MATLS INC).

Question 2

What is DAVIS SELECTED ADVISERS's AMAT position worth?

Accepted Answer

As of 2026-Q1, DAVIS SELECTED ADVISERS's AMAT position is worth $409.2M.

Question 3

Is DAVIS SELECTED ADVISERS buying or selling AMAT?

Accepted Answer

In 2026-Q1, DAVIS SELECTED ADVISERS decreased their AMAT position (-71.5% change in shares).

Question 4

When did DAVIS SELECTED ADVISERS first buy AMAT?

Accepted Answer

Based on available 13F filings, DAVIS SELECTED ADVISERS first reported a position in AMAT in 2024-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	1.2M	-71.5%	$409.2M	1.9%	$351.32	0
2025-Q4	Decreased	4.2M	-24.4%	$1.1B	4.9%	$259.97	0
2025-Q3	Increased	5.6M	+12.0%	$1.1B	5.9%	$204.55	69
2025-Q2	Decreased	5M	-0.7%	$907.6M	4.9%	$182.33	0
2025-Q1	Increased	5M	+6.0%	$724.6M	4.2%	$143.95	62
2024-Q4	Increased	4.7M	+14.6%	$766.3M	4.5%	$162.02	66
2024-Q3	Decreased	4.1M	-1.8%	$831M	4.7%	$202.41	0
2024-Q2	Decreased	4.2M	-10.2%	$987.8M	5.7%	$232.66	0