AMAT — Applied Materials Inc Common Stock

Ownership history in DAVIS SELECTED ADVISERS  ·  70 quarters on record

This page tracks every 13F SEC filing in which DAVIS SELECTED ADVISERS reported a position in Applied Materials Inc Common Stock (AMAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.14% (2021 Q4)
Avg. % of fund
2.21%
First filed
1999 Q1
Last filed
2025 Q4
Quarters held
70
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,201,298 -1,352,694 -24.4% 4.85% $1.08B $256.67
2025 Q3 ADDED 5,553,992 +596,399 +12.0% 5.94% $1.14B $204.08
2025 Q2 REDUCED 4,957,593 -35,579 -0.7% 4.85% $907.6M $181.96
2025 Q1 ADDED 4,993,172 +280,955 +6.0% 4.18% $724.6M $143.83
66 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMAT price (monthly, adj. close)

Other funds also holding AMAT

As of 2025 Q4 — sorted by position size

ABRAMS BISON INVESTMENTS, LLC 3Y 7Y 16.99% Harbor Island Capital LLC 3Y 7Y 12.76% LOUNTZIS ASSET MANAGEMENT, LLC 3Y 10.9% Four Tree Island Advisory LLC 7.92% CALIFORNIA FIRST LEASING CORP 3Y 7.75% Broad Run Investment Management, LLC 3Y 7Y 7.5% Midway Capital Research & Management 7.46% Maj Invest Holding A/S 3Y 7Y 7.27% Talos Eurisko Asset Management LP 7.14% Carmel Capital Management L.L.C. 3Y 7.12%
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