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  Applied Materials, Inc. (AMAT)
← All AMAT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 58,533 1.84 Reduce 18.48% 0.31 $316.66–462.40 · VW $409.71i $20,006,014 SEC
2025   Q4 71,798 1.66 Reduce 0.99% 0.01 $246.92–395.95 · VW $338.39i $18,451,379 SEC
2025   Q3 72,513 1.38 Add 41.98% 0.41 $154.47–252.66 · VW $219.79i $14,846,317 SEC
2025   Q2 51,071 0.95 Buy 0.95 $155.43–201.11 · VW $172.43i $9,349,568 SEC
2006   Q1 0 0.00 Sell 100.00% 0.01 $16.22–19.20 · VW $17.44i SEC
2005   Q4 12,606 0.01 Buy 0.01 $17.74–21.06 · VW $19.04i $226,000 SEC
Price snapshot:
Current price$575.39
Avg. buy price$189.48
+/- since buy203.67%
52-week low$153.78
52-week high$739.67