Davis Capital Management’s Applied Materials AMAT Stock Holding History

Davis Capital Management’s Portfolio AMAT Stock Details AMAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$42.4K	Buy
2025 Q1	$29K	Hold
2024 Q4	$32.5K	Hold
2024 Q3	$40.4K	Hold
2024 Q2	$47.5K	Hold
2024 Q1	$41.7K	Hold
2023 Q4	$32.4K	Buy