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Position history for DAVIS SELECTED ADVISERSDAVIS SELECTED ADVISERS's holdings in APPLIED MATERIALS INC

DAVIS SELECTED ADVISERS holds 102,521 shares of AMAT (APPLIED MATERIALS INC), worth $74.1M as of 2026-Q2. The position was decreased (-91.4% shares). AMAT represents 0.3% of DAVIS SELECTED ADVISERS's portfolio.

Current Value

$74.1M

Current Shares

102,521

Total Value Change

-$756.9M

Total Shares Change

-4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
102,521
-91.4%
$74.1M0.3%$723.00
0
2026-Q1
Decreased
1.2M
-71.5%
$409.2M1.9%$341.37
0
2025-Q4
Decreased
4.2M
-24.4%
$1.1B4.9%$256.35
0
2025-Q3
Increased
5.6M
+12.0%
$1.1B5.9%$203.83
69
2025-Q2
Decreased
5M
-0.7%
$907.6M4.9%$181.74
0
2025-Q1
Increased
5M
+6.0%
$724.6M4.2%$143.65
62
2024-Q4
Increased
4.7M
+14.6%
$766.3M4.5%$160.62
66
2024-Q3
Decreased
4.1M
-1.8%
$831M4.7%$199.08
0

Other major holders of AMAT: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, STATE STREET CORP

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