Applied Materials shares owned by Davis Investment Partners
Quarter-by-quarter ownership of Applied Materials (AMAT) shares owned by Davis Investment Partners
from 13F filings
Historical chart of Davis Investment Partners investment in Applied Materials
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Quarterly reported holdings in Applied Materials by Davis Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $894k | 4.1k | 217.74 |
| 2025-06-30 | $854k | 4.6k | 183.76 |
| 2025-03-31 | $538k | 3.7k | 144.53 |
| 2024-12-31 | $1.3M | 7.7k | 171.66 |
| 2024-09-30 | $1.8M | 8.9k | 201.15 |
| 2024-06-30 | $743k | 3.1k | 243.40 |
| 2024-03-31 | $645k | 3.1k | 209.25 |
| 2023-12-31 | $448k | 3.0k | 149.31 |
| 2023-09-30 | $418k | 3.0k | 139.28 |
| 2023-06-30 | $402k | 3.0k | 134.04 |
| 2023-03-31 | $360k | 3.0k | 120.12 |
| 2022-12-31 | $350k | 3.0k | 116.53 |