Davis Selected Advisers LP – AMAT history
- Issuer:
- Applied Materials, Inc.
- Quarters tracked:
- 14 (Q4 2023 → Q1 2026)
- Current shares:
- 1,197,102
- Current value:
- $409.16M
- Peak shares:
- 5,937,245 (Q4 2023)
- Overall change:
- -80%
| Quarter | Shares | Value | $/Share | Share Δ | Δ% |
|---|---|---|---|---|---|
| Q1 2026 | 1,197,102 | $409.16M | $341.80 | -3,004,196 | -72% |
| Q4 2025 | 4,201,298 | $1.08B | $256.99 | -1,352,694 | -24% |
| Q3 2025 | 5,553,992 | $1.14B | $204.74 | 0 | 0% |
| Q3 2025 | 5,553,992 | $1.14B | $204.74 | +596,399 | +12% |
| Q2 2025 | 4,957,593 | $907.59M | $183.07 | +4,957,593 | +100% |
| Q2 2025 | SOLD | — | — | 0 | -100% |
| Q1 2025 | SOLD | — | — | -4,993,172 | -100% |
| Q1 2025 | 4,993,172 | $724.61M | $145.12 | +280,955 | +6% |
| Q4 2024 | 4,712,217 | $766.35M | $162.63 | +4,712,217 | +100% |
| Q4 2024 | SOLD | — | — | -4,112,767 | -100% |
| Q3 2024 | 4,112,767 | $830.98M | $202.05 | -73,157 | -2% |
| Q2 2024 | 4,185,924 | $987.84M | $235.99 | -474,933 | -10% |
| Q1 2024 | 4,660,857 | $961.21M | $206.23 | -1,276,388 | -21% |
| Q4 2023 | 5,937,245 | $962.25M | $162.07 | — | NEW |