Position history for DAVIS SELECTED ADVISERS's holdings in APPLIED MATLS INC
DAVIS SELECTED ADVISERS holds 1.2M shares of AMAT (APPLIED MATLS INC), worth $409.2M as of 2026-Q1. The position was decreased (-71.5% shares). AMAT represents 1.9% of DAVIS SELECTED ADVISERS's portfolio.
Current Value
$409.2M
Current Shares
1.2M
Total Value Change
-$578.7M
Total Shares Change
-3M
Other major holders of AMAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |