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Davis Selected Advisers: AMAT position timeline

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

Davis Selected Advisers held 102,521 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,521 shares
    Change vs previous 13F -1,094,581 shares

    0.32% of the 13F portfolio, value $74,073,702.

    13F-HR 0001036325-26-000020 filed by Davis Selected Advisers
    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 1,197,102 shares
    Change vs previous 13F -3,004,196 shares

    1.88% of the 13F portfolio, value $409,163,760.

    13F-HR 0001036325-26-000016 filed by Davis Selected Advisers
    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 4,201,298 shares
    Change vs previous 13F -1,352,694 shares

    4.85% of the 13F portfolio, value $1,079,695,847.

    13F-HR 0001036325-26-000004 filed by Davis Selected Advisers
    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/A 5,553,992 shares
    Change vs previous 13F +596,399 shares

    5.94% of the 13F portfolio, value $1,137,124,285.

    13F-HR/A 0001036325-25-000050 filed by Davis Selected Advisers
    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 4,957,593 shares
    Change vs previous 13F -35,579 shares

    4.85% of the 13F portfolio, value $907,586,623.

    13F-HR 0000071701-25-000029 filed by Davis Selected Advisers
    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 4,993,172 shares
    Change vs previous 13F +280,955 shares

    4.18% of the 13F portfolio, value $724,609,092.

    13F-HR 0001316506-25-000107 filed by Davis Selected Advisers
    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 4,712,217 shares
    Change vs previous 13F +599,450 shares

    4.45% of the 13F portfolio, value $766,347,819.

    13F-HR 0001316506-25-000017 filed by Davis Selected Advisers
    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 4,112,767 shares
    Change vs previous 13F not available

    4.66% of the 13F portfolio, value $830,984,486.

    13F-HR 0001316506-24-000028 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

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