David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  AbbVie Inc. (ABBV)
← All ABBV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 39,175 0.78 Add 2.32% 0.02 $201.80–237.11 · VW $221.82i $8,520,213 SEC
2025   Q4 38,285 0.79 Reduce 1.36% 0.01 $211.69–244.81 · VW $226.46i $8,747,784 SEC
2025   Q3 38,813 0.83 Add 0.78% <0.01 $184.39–232.35 · VW $206.04i $8,986,653 SEC
2025   Q2 38,511 0.72 Reduce 1.55% 0.01 $164.39–212.15 · VW $188.57i $7,148,375 SEC
2025   Q1 39,119 0.90 Reduce 62.40% 1.26 $168.06–218.66 · VW $197.18i $8,196,213 SEC
2024   Q4 104,029 2.02 Add 2.73% 0.05 $163.81–207.32 · VW $186.44i $18,485,953 SEC
2024   Q3 101,261 2.22 Reduce 30.28% 0.90 $163.52–199.95 · VW $188.55i $19,997,022 SEC
2024   Q2 145,247 2.97 Add 1.60% 0.05 $153.58–181.90 · VW $165.29i $24,913,000 SEC
2024   Q1 142,956 3.11 Reduce 13.06% 0.42 $154.77–182.89 · VW $172.21i $26,032,288 SEC
2023   Q4 164,427 3.24 Add 1.94% 0.06 $135.85–155.89 · VW $144.75i $25,481,252 SEC
2023   Q3 161,302 3.43 Add 0.20% <0.01 $132.70–154.88 · VW $147.26i $24,043,676 SEC
2023   Q2 160,982 2.99 Add 1.88% 0.06 $130.96–166.20 · VW $143.24i $21,689,105 SEC
2023   Q1 158,010 3.64 Reduce 0.28% 0.01 $143.44–168.11 · VW $153.30i $25,182,054 SEC
2022   Q4 158,459 3.84 Reduce 2.61% 0.09 $135.31–167.75 · VW $154.16i $25,608,559 SEC
2022   Q3 162,704 3.58 Add 9.89% 0.32 $134.09–155.25 · VW $140.47i $21,836,000 SEC
2022   Q2 148,058 3.48 Reduce 17.23% 0.67 $135.76–175.91 · VW $150.99i $22,677,000 SEC
2022   Q1 178,882 3.90 Reduce 23.31% 0.96 $128.26–164.66 · VW $144.86i $28,998,000 SEC
2021   Q4 233,263 4.11 Add 0.07% <0.01 $106.86–136.83 · VW $119.68i $31,584,000 SEC
2021   Q3 233,107 3.54 Add 0.79% 0.03 $105.56–121.53 · VW $114.63i $25,145,000 SEC
2021   Q2 231,282 3.74 Add 0.01% <0.01 $104.17–118.28 · VW $112.46i $26,052,000 SEC
2021   Q1 231,260 3.73 Add 1.51% 0.06 $101.81–113.41 · VW $106.57i $25,027,000 SEC
2020   Q4 227,811 4.12 Add 1.96% 0.08 $79.11–109.15 · VW $95.98i $24,410,000 SEC
2020   Q3 223,425 3.81 Reduce 14.62% 0.72 $85.32–101.28 · VW $93.49i $19,570,000 SEC
2020   Q2 261,686 4.92 Reduce 2.64% 0.12 $71.43–99.35 · VW $88.06i $25,692,000 SEC
2020   Q1 268,788 4.66 Reduce 5.06% 0.21 $62.55–97.86 · VW $81.66i $20,479,000 SEC
2019   Q4 283,110 4.09 Reduce 0.33% 0.01 $71.57–91.99 · VW $83.61i $25,067,000 SEC
2019   Q3 284,050 3.83 Add 20.36% 0.65 $62.66–76.44 · VW $68.86i $21,508,000 SEC
2019   Q2 236,010 3.09 Reduce 5.17% 0.18 $65.06–84.73 · VW $75.62i $17,163,000 SEC
2019   Q1 248,872 3.49 Add 0.50% 0.02 $75.77–92.30 · VW $81.04i $20,057,000 SEC
2018   Q4 247,626 4.31 Reduce 0.08% <0.01 $77.50–96.60 · VW $87.53i $22,829,000 SEC
2018   Q3 247,834 3.80 Add 0.16% <0.01 $86.76–100.23 · VW $94.07i $23,440,000 SEC
2018   Q2 247,428 3.84 Reduce 0.88% 0.03 $88.22–107.25 · VW $97.82i $22,924,000 SEC
2018   Q1 249,633 3.94 Reduce 1.51% 0.06 $91.12–125.86 · VW $108.58i $23,628,000 SEC
2017   Q4 253,472 3.91 Reduce 2.85% 0.11 $85.24–99.10 · VW $93.68i $24,513,000 SEC
2017   Q3 260,917 3.82 Reduce 0.33% 0.01 $69.38–90.95 · VW $78.52i $23,185,000 SEC
2017   Q2 261,781 3.26 Reduce 0.08% <0.01 $63.12–73.67 · VW $67.60i $18,982,000 SEC
2017   Q1 261,991 3.00 Reduce 0.26% <0.01 $59.27–66.79 · VW $62.58i $17,071,000 SEC
2016   Q4 262,671 2.79 Add 52.20% 0.96 $55.06–65.05 · VW $60.19i $16,448,000 SEC
2016   Q3 172,580 1.92 Add 26.46% 0.40 $61.77–68.12 · VW $64.58i $10,885,000 SEC
2016   Q2 136,470 1.64 Add 76.77% 0.71 $56.36–65.37 · VW $61.32i $8,449,000 SEC
2016   Q1 77,201 0.87 Add 25.85% 0.18 $50.71–59.81 · VW $55.26i $4,410,000 SEC
2015   Q4 61,346 0.71 Buy 0.71 $45.45–64.30 · VW $57.19i $3,634,000 SEC
2015   Q3 0 0.00 Sell 100.00% 0.03 $51.88–71.60 · VW $62.10i SEC
2015   Q2 3,234 0.03 Buy 0.03 $56.33–70.75 · VW $65.31i $217,000 SEC
2015   Q1 0 0.00 Sell 100.00% 0.02 $54.78–68.29 · VW $59.72i SEC
2014   Q4 3,234 0.02 Buy 0.02 $52.06–70.76 · VW $62.41i $212,000 SEC
Price snapshot:
Current price$248.00
Avg. buy price$83.36
+/- since buy197.52%
52-week low$180.35
52-week high$261.64