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  AMETEK, Inc. (AME)
← All AME superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2007   Q1 0 0.00 Sell 100.00% 0.02 $13.63–15.96 · VW $14.98i SEC
2006   Q4 16,538 0.02 $14.15 $234,000 SEC
2006   Q3 16,538 0.02 $12.88 $213,000 SEC
2006   Q2 16,538 0.02 Reduce 10.91% <0.01 $12.34–15.15 · VW $13.84i $232,000 SEC
2006   Q1 18,563 0.02 Reduce 15.38% <0.01 $11.77–13.47 · VW $12.85i $247,000 SEC
2005   Q4 21,938 0.02 $12.63 $277,000 SEC
2005   Q3 21,938 0.02 $12.72 $279,000 SEC
2005   Q2 21,938 0.02 Reduce 7.14% <0.01 $10.77–12.55 · VW $11.91i $272,000 SEC
2005   Q1 23,625 0.02 Reduce 12.50% <0.01 $10.03–12.39 · VW $11.45i $282,000 SEC
2004   Q4 27,000 0.02 $10.56 $285,000 SEC
2004   Q3 27,000 0.02 $9.00 $243,000 SEC
2004   Q2 27,000 0.02 $9.15 $247,000 SEC
2004   Q1 27,000 0.02 Reduce 27.27% <0.01 $6.81–7.67 · VW $7.36i $205,000 SEC
2003   Q4 37,125 0.03 $7.14 $265,000 SEC
2003   Q3 37,125 0.03 $6.36 $236,000 SEC
2003   Q2 37,125 0.03 Reduce 9.84% <0.01 $4.86–5.81 · VW $5.37i $202,000 SEC
2003   Q1 41,175 0.04 $4.88 $201,000 SEC
2002   Q4 41,175 0.04 Buy 0.04 $3.87–5.76 · VW $5.11i $235,000 SEC
2002   Q3 0 0.00 Sell 100.00% 0.04 $4.12–5.54 · VW $4.66i SEC
2002   Q2 41,175 0.04 $5.51 $227,000 SEC
2002   Q1 41,175 0.04 Reduce 8.96% <0.01 $4.22–5.96 · VW $5.23i $227,000 SEC
2001   Q4 45,225 0.04 Buy 0.04 $3.79–4.82 · VW $4.44i $214,000 SEC
2001   Q3 0 0.00 Sell 100.00% 0.04 $3.17–5.04 · VW $4.03i SEC
2001   Q2 45,225 0.04 Buy 0.04 $3.76–4.61 · VW $4.30i $205,000 SEC
2001   Q1 0 0.00 Sell 100.00% 0.06 $3.50–4.26 · VW $3.95i SEC
2000   Q4 81,000 0.06 $3.84 $311,000 SEC
2000   Q3 81,000 0.06 $3.14 $254,000 SEC
2000   Q2 81,000 0.08 $2.59 $210,000 SEC
2000   Q1 81,000 0.09 Reduce 25.00% 0.03 $2.30–3.28 · VW $2.81i $231,000 SEC
1999   Q4 108,000 0.10 $2.82 $305,000 SEC
1999   Q3 108,000 0.12 $2.93 $317,000 SEC
1999   Q2 108,000 0.13 $3.41 $368,000 SEC
1999   Q1 108,000 0.12 $2.70 $292,000 SEC
Price snapshot:
Current price$232.10
52-week low$173.34
52-week high$244.71