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  Amgen Inc. (AMGN)
← All AMGN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 99,810 3.22 Reduce 3.61% 0.11 $320.52–391.29 · VW $349.53i $35,117,981 SEC
2025   Q4 103,549 3.05 Reduce 2.52% 0.07 $312.39–390.14 · VW $363.56i $33,892,468 SEC
2025   Q3 106,231 2.78 Add 4.56% 0.12 $269.77–345.84 · VW $320.36i $29,978,254 SEC
2025   Q2 101,598 2.87 Add 4.40% 0.12 $267.83–311.28 · VW $288.94i $28,367,310 SEC
2025   Q1 97,314 3.35 Add 4.61% 0.15 $261.43–335.88 · VW $295.16i $30,318,177 SEC
2024   Q4 93,022 2.65 Add 96.05% 1.30 $253.30–318.30 · VW $293.22i $24,245,254 SEC
2024   Q3 47,449 1.70 Add 5.28% 0.09 $257.80–339.17 · VW $293.28i $15,288,542 SEC
2024   Q2 45,068 1.68 Add 9.33% 0.14 $295.30–346.85 · VW $325.33i $14,081,000 SEC
2024   Q1 41,223 1.40 Reduce 2.22% 0.03 $260.68–322.60 · VW $296.38i $11,720,523 SEC
2023   Q4 42,160 1.55 Add 0.33% <0.01 $266.63–329.72 · VW $290.06i $12,142,923 SEC
2023   Q3 42,020 1.61 Reduce 12.73% 0.19 $248.38–288.46 · VW $268.83i $11,293,295 SEC
2023   Q2 48,150 1.47 Add 4.47% 0.06 $211.71–268.24 · VW $245.43i $10,690,263 SEC
2023   Q1 46,091 1.61 Add 6.03% 0.09 $214.48–256.44 · VW $230.52i $11,142,499 SEC
2022   Q4 43,469 1.71 Reduce 26.19% 0.57 $231.60–288.09 · VW $250.45i $11,416,698 SEC
2022   Q3 58,894 2.18 Add 1.19% 0.03 $223.30–296.67 · VW $268.79i $13,275,000 SEC
2022   Q2 58,204 2.18 Reduce 0.84% 0.02 $229.49–257.97 · VW $242.59i $14,161,000 SEC
2022   Q1 58,700 1.91 Add 9.06% 0.16 $223.74–258.45 · VW $246.31i $14,195,000 SEC
2021   Q4 53,822 1.58 Add 71.29% 0.66 $198.64–244.71 · VW $223.28i $12,108,000 SEC
2021   Q3 31,422 0.94 Add 12.83% 0.11 $198.73–227.19 · VW $208.27i $6,682,000 SEC
2021   Q2 27,849 0.98 Add 67.43% 0.39 $220.16–250.39 · VW $232.03i $6,788,000 SEC
2021   Q1 16,633 0.62 Buy 0.62 $220.25–261.00 · VW $239.73i $4,138,000 SEC
2017   Q1 0 0.00 Sell 100.00% 0.10 $152.16–184.21 · VW $163.87i SEC
2016   Q4 3,924 0.10 $146.28 $574,000 SEC
2016   Q3 3,924 0.12 Buy 0.12 $133.64–176.85 · VW $151.52i $655,000 SEC
2010   Q4 0 0.00 Sell 100.00% 0.16 $50.61–58.19 · VW $53.38i SEC
2010   Q3 20,425 0.16 Add 1.29% <0.01 $51.28–58.74 · VW $54.24i $1,126,000 SEC
2010   Q2 20,165 0.14 Buy 0.14 $50.26–58.32 · VW $53.21i $1,061,000 SEC
2008   Q3 0 0.00 Sell 100.00% 1.38 $45.00–66.51 · VW $55.68i SEC
2008   Q2 275,830 1.38 Buy 1.38 $42.90–65.60 · VW $57.12i $13,008,000 SEC
2005   Q1 0 0.00 Sell 100.00% 0.61 $56.19–63.01 · VW $60.59i SEC
2004   Q4 127,826 0.61 Reduce 12.49% 0.08 $59.98–65.24 · VW $62.28i $8,200,000 SEC
2004   Q3 146,076 0.68 Add 0.33% <0.01 $52.00–61.09 · VW $57.71i $8,299,000 SEC
2004   Q2 145,592 0.63 Add 11.57% 0.07 $52.15–59.91 · VW $57.12i $7,945,000 SEC
2004   Q1 130,495 0.62 Reduce 6.35% 0.06 $53.26–64.85 · VW $57.60i $7,588,000 SEC
2003   Q4 139,344 0.97 Add 34.59% 0.25 $56.76–66.88 · VW $62.39i $8,610,000 SEC
2003   Q3 103,535 0.92 Reduce 2.09% 0.02 $57.10–70.14 · VW $61.62i $6,680,000 SEC
2003   Q2 105,745 1.08 Add 19.12% 0.17 $62.45–72.37 · VW $66.92i $6,973,000 SEC
2003   Q1 88,770 1.01 Reduce 31.24% 0.31 $53.58–64.90 · VW $61.07i $5,109,000 SEC
2002   Q4 129,100 0.99 Buy 0.99 $46.56–54.70 · VW $51.97i $6,241,000 SEC
2002   Q1 0 0.00 Sell 100.00% 0.04 $45.43–62.94 · VW $52.00i SEC
2001   Q4 3,945 0.04 Reduce 33.36% 0.02 $53.28–69.00 · VW $60.09i $223,000 SEC
2001   Q3 5,920 0.07 Add 25.42% 0.01 $54.81–67.42 · VW $62.89i $348,000 SEC
2001   Q2 4,720 0.05 Add 6.79% <0.01 $53.46–70.60 · VW $62.79i $286,000 SEC
2001   Q1 4,420 0.05 Buy 0.05 $45.44–74.13 · VW $61.98i $266,000 SEC
2000   Q4 0 0.00 Sell 100.00% 0.05 $54.25–75.06 · VW $67.13i SEC
2000   Q3 2,920 0.05 Buy 0.05 $51.39–76.63 · VW $63.88i $204,000 SEC
2000   Q1 0 0.00 Sell 100.00% 0.14 $50.00–67.88 · VW $60.50i SEC
1999   Q4 7,000 0.14 Reduce 2.78% <0.01 $42.63–76.50 · VW $62.44i $420,000 SEC
1999   Q3 7,200 0.11 $40.70 $293,000 SEC
1999   Q2 7,200 0.08 Reduce 10.00% 0.01 $26.06–42.47 · VW $36.71i $219,000 SEC
1999   Q1 8,000 0.12 $37.50 $300,000 SEC
Price snapshot:
Current price$360.45
Avg. buy price$257.98
+/- since buy39.72%
52-week low$264.02
52-week high$388.36