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Davis Investment Partners, LLC: AMAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davis Investment Partners, LLC on AMAT, newest first. How the timeline and the estimate are built.

Davis Investment Partners, LLC held 304 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 304 shares
    Change vs previous 13F -720 shares

    0.07% of the 13F portfolio, value $219,847.

    13F-HR 0001951757-26-001144 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,024 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $349,914.

    13F-HR 0001951757-26-000650 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,023 shares
    Change vs previous 13F -3,081 shares

    0.1% of the 13F portfolio, value $275,154.

    13F-HR 0001951757-26-000005 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,104 shares
    Change vs previous 13F -543 shares

    0.3% of the 13F portfolio, value $893,622.

    13F-HR 0001951757-25-001182 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,647 shares
    Change vs previous 13F +927 shares

    0.31% of the 13F portfolio, value $853,933.

    13F-HR 0001951757-25-000578 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,720 shares
    Change vs previous 13F -3,996 shares

    0.24% of the 13F portfolio, value $537,652.

    13F-HR 0001951757-25-000373 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,716 shares
    Change vs previous 13F -1,143 shares

    0.56% of the 13F portfolio, value $1,324,494.

    13F-HR 0001951757-25-000005 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,859 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,782,012.

    13F-HR 0001951757-24-000978 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).