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Applied Materials shares owned by Davis Asset Management

Quarter-by-quarter ownership of Applied Materials (AMAT) shares owned by Davis Asset Management from 13F filings

Historical chart of Davis Asset Management investment in Applied Materials

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All positions including Applied Materials held by Davis Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Applied Materials by Davis Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.3M 6.6k 341.77

More positions owned by Davis Asset Management

Berkshire Hathaway Inc Del Cl A Frmly Cl A (BRK.A)
Meta Platforms Cl A (META)
Alphabet Class C (GOOG)
Western Alliance Bancorporation (WAL)
Chubb (CB)
Berkshire Hathaway Inc Del Cl B Frmly CL B (BRK.B)
Corebridge Finl (CRBG)
JPMorgan Chase & Co. (JPM)
Markel Corporation (MKL)
Bofi Holding (AX)
Accenture (ACN)
Progressive Corporation (PGR)
Global Payments (GPN)
Visa (V)
First American Financial (FAF)

View all positions for Davis Asset Management

Top funds holding Applied Materials

BlackRock
Vanguard Group
Vanguard Capital Management
State Street Corporation
Capital Research Global Investors
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Ubs Global Asset Management Americas
Invesco
Northern Trust
Ameriprise Financial
Sanders Capital
Bank of New York Mellon
Goldman Sachs Group

View all funds holding Applied Materials