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  Aflac Inc. (AFL)
← All AFL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 6,253 0.06 Add 0.16% <0.01 $105.76–119.81 · VW $112.66i $686,051 SEC
2025   Q4 6,243 0.06 Add 0.11% <0.01 $106.32–119.32 · VW $112.86i $688,391 SEC
2025   Q3 6,236 0.06 Add 0.23% <0.01 $104.66–115.84 · VW $110.27i $696,512 SEC
2025   Q2 6,222 0.07 Add 0.18% <0.01 $96.95–109.65 · VW $104.49i $656,167 SEC
2025   Q1 6,211 0.08 Add 0.16% <0.01 $97.20–113.45 · VW $104.73i $690,612 SEC
2024   Q4 6,201 0.07 $103.44 $641,431 SEC
2024   Q3 6,201 0.08 $111.80 $693,272 SEC
2024   Q2 6,201 0.07 $89.34 $554,000 SEC
2024   Q1 6,201 0.06 $85.86 $532,418 SEC
2023   Q4 6,201 0.07 $82.50 $511,583 SEC
2023   Q3 6,201 0.07 $76.75 $475,927 SEC
2023   Q2 6,201 0.06 $69.80 $432,830 SEC
2023   Q1 6,201 0.06 $64.52 $400,089 SEC
2022   Q4 6,201 0.07 $71.94 $446,100 SEC
2022   Q3 6,201 0.06 $56.12 $348,000 SEC
2022   Q2 6,201 0.05 $55.31 $343,000 SEC
2022   Q1 6,201 0.05 $64.34 $399,000 SEC
2021   Q4 6,201 0.05 $58.38 $362,000 SEC
2021   Q3 6,201 0.05 $52.09 $323,000 SEC
2021   Q2 6,201 0.05 $53.70 $333,000 SEC
2021   Q1 6,201 0.05 $51.12 $317,000 SEC
2020   Q4 6,201 0.05 $44.51 $276,000 SEC
2020   Q3 6,201 0.04 $36.28 $225,000 SEC
2020   Q2 6,201 0.04 $35.96 $223,000 SEC
2020   Q1 6,201 0.05 $34.19 $212,000 SEC
2019   Q4 6,201 0.05 $52.89 $328,000 SEC
2019   Q3 6,201 0.06 $52.25 $324,000 SEC
2019   Q2 6,201 0.06 $54.83 $340,000 SEC
2019   Q1 6,201 0.05 $49.99 $310,000 SEC
2018   Q4 6,201 0.05 $45.64 $283,000 SEC
2018   Q3 6,201 0.05 $47.09 $292,000 SEC
2018   Q2 6,201 0.04 Reduce 5.90% <0.01 $42.13–47.15 · VW $45.17i $267,000 SEC
2018   Q1 6,590 0.05 $43.70 $288,000 SEC
2017   Q4 6,590 0.05 $43.86 $289,000 SEC
2017   Q3 6,590 0.04 Reduce 15.40% <0.01 $39.88–44.05 · VW $42.58i $268,000 SEC
2017   Q2 7,790 0.05 $38.90 $303,000 SEC
2017   Q1 7,790 0.05 $36.20 $282,000 SEC
2016   Q4 7,790 0.05 $34.79 $271,000 SEC
2016   Q3 7,790 0.05 $35.95 $280,000 SEC
2016   Q2 7,790 0.05 $36.07 $281,000 SEC
2016   Q1 7,790 0.05 $31.58 $246,000 SEC
2015   Q4 7,790 0.05 $29.91 $233,000 SEC
2015   Q3 7,790 0.03 $29.01 $226,000 SEC
2015   Q2 7,790 0.03 $31.07 $242,000 SEC
2015   Q1 7,790 0.03 $31.97 $249,000 SEC
2014   Q4 7,790 0.03 $30.55 $238,000 SEC
2014   Q3 7,790 0.03 $29.14 $227,000 SEC
2014   Q2 7,790 0.03 $31.07 $242,000 SEC
2014   Q1 7,790 0.03 $31.58 $246,000 SEC
2013   Q4 7,790 0.03 $33.38 $260,000 SEC
2013   Q3 7,790 0.03 $30.94 $241,000 SEC
2013   Q2 7,790 0.03 $29.01 $226,000 SEC
2013   Q1 7,790 0.03 $26.06 $203,000 SEC
2012   Q4 7,790 0.03 Buy 0.03 $24.08–27.47 · VW $25.51i $207,000 SEC
2011   Q2 0 0.00 Sell 100.00% 0.02 $17.17–23.92 · VW $19.98i SEC
2011   Q1 7,790 0.02 $26.45 $206,000 SEC
2010   Q4 7,790 0.03 $28.24 $220,000 SEC
2010   Q3 7,790 0.03 Buy 0.03 $24.00–29.16 · VW $26.30i $201,000 SEC
2010   Q2 0 0.00 Sell 100.00% 0.02 $19.95–25.92 · VW $23.17i SEC
2010   Q1 7,790 0.02 Buy 0.02 $20.16–28.28 · VW $23.53i $211,000 SEC
2002   Q4 0 0.00 Sell 100.00% 0.26 $14.39–16.25 · VW $15.42i SEC
2002   Q3 79,100 0.26 Reduce 6.72% 0.02 $14.14–16.73 · VW $15.43i $1,214,000 SEC
2002   Q2 84,800 0.23 Reduce 46.19% 0.17 $12.12–16.58 · VW $14.67i $1,357,000 SEC
2002   Q1 157,600 0.36 Add 49.67% 0.12 $12.72–16.20 · VW $15.00i $2,325,000 SEC
2001   Q4 105,300 0.21 Add 0.86% <0.01 $11.55–13.57 · VW $12.66i $1,293,000 SEC
2001   Q3 104,400 0.28 Add 30.58% 0.06 $11.50–14.65 · VW $13.28i $1,409,000 SEC
2001   Q2 79,950 0.23 Add 36.09% 0.06 $13.25–17.62 · VW $14.88i $1,259,000 SEC
2001   Q1 58,750 0.16 Buy 0.16 $11.69–16.60 · VW $14.84i $809,000 SEC
Price snapshot:
Current price$123.30
Avg. buy price$27.27
+/- since buy352.21%
52-week low$94.93
52-week high$124.00