Davis Selected Advisers LP's AMAT Position
Applied Materials, Inc. — 9 quarters (Q4 2023 to Q4 2025)
Current Shares
4.20M
Current Value
$1.08B
Peak Shares
5.94M
Q4 2023
Overall Change
-29%
Shares Over Time
Q4 2023
5.94M
Q1 2024
4.66M
-21%
Q2 2024
4.19M
-10%
Q3 2024
4.11M
-2%
Q4 2024
4.71M
+15%
Q1 2025
4.99M
+6%
Q2 2025
4.96M
-1%
Q3 2025
5.55M
+12%
Q4 2025
4.20M
-24%
Quarterly Detail
| Quarter | Shares | Value | $/Share | Change |
|---|---|---|---|---|
| Q4 2025 | 4.20M | $1.08B | $256.99 | -24% |
| Q3 2025 | 5.55M | $1.14B | $204.74 | +12% |
| Q2 2025 | 4.96M | $907.59M | $183.07 | -1% |
| Q1 2025 | 4.99M | $724.61M | $145.12 | +6% |
| Q4 2024 | 4.71M | $766.35M | $162.63 | +15% |
| Q3 2024 | 4.11M | $830.98M | $202.05 | -2% |
| Q2 2024 | 4.19M | $987.84M | $235.99 | -10% |
| Q1 2024 | 4.66M | $961.21M | $206.23 | -21% |
| Q4 2023 | 5.94M | $962.25M | $162.07 | New |