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  Air Products and Chemicals, Inc. (APD)
← All APD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 2.13 $227.53–267.25 · VW $253.83i SEC
2023   Q4 61,099 2.13 Add 10.35% 0.20 $212.24–275.82 · VW $240.70i $16,728,906 SEC
2023   Q3 55,369 2.24 Add 0.34% <0.01 $251.63–307.71 · VW $276.63i $15,691,575 SEC
2023   Q2 55,179 2.28 Add 5.33% 0.12 $267.28–306.59 · VW $289.79i $16,527,766 SEC
2023   Q1 52,386 2.18 Reduce 13.97% 0.39 $263.89–299.88 · VW $277.64i $15,045,783 SEC
2022   Q4 60,892 2.81 Reduce 1.71% 0.04 $273.92–328.56 · VW $296.15i $18,770,568 SEC
2022   Q3 61,949 2.36 Add 25.81% 0.48 $224.75–311.13 · VW $282.01i $14,417,000 SEC
2022   Q2 49,241 1.82 Buy 1.82 $218.88–274.89 · VW $248.74i $11,841,000 SEC
2015   Q1 0 0.00 Sell 100.00% 0.20 $131.61–146.35 · VW $137.91i SEC
2014   Q4 13,106 0.20 Reduce 4.89% <0.01 $125.26–145.91 · VW $138.54i $1,749,000 SEC
2014   Q3 13,780 0.19 Reduce 2.78% <0.01 $109.34–135.49 · VW $125.96i $1,659,000 SEC
2014   Q2 14,174 0.19 Reduce 34.84% 0.10 $110.38–126.65 · VW $120.09i $1,686,000 SEC
2014   Q1 21,753 0.29 Reduce 14.92% 0.05 $105.72–115.08 · VW $110.59i $2,395,000 SEC
2013   Q4 25,568 0.32 Add 24.81% 0.06 $95.03–113.08 · VW $106.78i $2,644,000 SEC
2013   Q3 20,485 0.27 Add 62.41% 0.10 $94.38–106.15 · VW $100.40i $2,020,000 SEC
2013   Q2 12,613 0.15 Buy 0.15 $83.37–102.68 · VW $93.51i $1,068,000 SEC
Price snapshot:
Current price$301.96
52-week low$224.64
52-week high$314.87