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  Cisco Systems, Inc. (CSCO)
← All CSCO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.78 $72.80–88.19 · VW $78.83i SEC
2025   Q4 112,308 0.78 Reduce 16.41% 0.14 $66.81–80.82 · VW $75.06i $8,651,117 SEC
2025   Q3 134,350 0.85 Reduce 16.69% 0.19 $65.75–72.55 · VW $68.43i $9,192,233 SEC
2025   Q2 161,264 1.13 Reduce 42.05% 0.79 $52.11–69.78 · VW $61.85i $11,188,468 SEC
2025   Q1 278,277 1.89 Reduce 49.02% 1.73 $58.17–66.50 · VW $61.92i $17,172,474 SEC
2024   Q4 545,864 3.53 Reduce 4.94% 0.17 $52.13–60.23 · VW $57.27i $32,315,149 SEC
2024   Q3 574,239 3.40 Add 0.07% <0.01 $44.50–53.31 · VW $49.15i $30,561,000 SEC
2024   Q2 573,853 3.26 Add 13.45% 0.39 $44.95–50.20 · VW $47.43i $27,264,000 SEC
2024   Q1 505,833 3.02 Add 1.55% 0.05 $47.66–52.62 · VW $49.65i $25,246,125 SEC
2023   Q4 498,100 3.20 Add 0.55% 0.02 $46.20–54.59 · VW $50.32i $25,164,012 SEC
2023   Q3 495,353 3.79 Reduce 6.77% 0.26 $50.06–58.19 · VW $54.21i $26,630,177 SEC
2023   Q2 531,311 3.79 Add 0.54% 0.02 $45.56–52.56 · VW $49.37i $27,490,031 SEC
2023   Q1 528,437 4.00 Reduce 1.31% 0.05 $45.67–52.35 · VW $49.35i $27,624,044 SEC
2022   Q4 535,458 3.82 Reduce 1.47% 0.05 $38.60–50.71 · VW $46.36i $25,509,219 SEC
2022   Q3 543,456 3.56 Reduce 1.67% 0.06 $39.96–50.00 · VW $44.27i $21,738,000 SEC
2022   Q2 552,674 3.62 Add 10.62% 0.35 $41.02–56.19 · VW $46.55i $23,566,000 SEC
2022   Q1 499,635 3.75 Add 3.74% 0.14 $52.70–63.35 · VW $56.14i $27,860,000 SEC
2021   Q4 481,633 3.97 Add 1.30% 0.05 $51.08–64.29 · VW $57.16i $30,521,000 SEC
2021   Q3 475,469 3.64 Add 0.29% 0.01 $52.34–60.27 · VW $56.25i $25,880,000 SEC
2021   Q2 474,077 3.61 Reduce 0.53% 0.02 $50.10–55.35 · VW $52.43i $25,126,000 SEC
2021   Q1 476,601 3.68 Add 0.15% <0.01 $43.35–52.94 · VW $47.25i $24,645,000 SEC
2020   Q4 475,908 3.59 Add 4.42% 0.15 $35.28–45.57 · VW $40.43i $21,297,000 SEC
2020   Q3 455,748 3.49 Reduce 3.38% 0.14 $37.60–48.45 · VW $43.16i $17,952,000 SEC
2020   Q2 471,695 4.22 Reduce 2.27% 0.10 $37.47–48.29 · VW $44.35i $22,000,000 SEC
2020   Q1 482,663 4.32 Add 1.69% 0.07 $32.40–50.28 · VW $41.13i $18,973,000 SEC
2019   Q4 474,619 3.72 Add 18.41% 0.58 $43.40–49.87 · VW $46.80i $22,763,000 SEC
2019   Q3 400,812 3.52 Add 14.92% 0.46 $46.00–58.26 · VW $51.15i $19,804,000 SEC
2019   Q2 348,771 3.44 Reduce 8.04% 0.29 $51.06–58.15 · VW $54.54i $19,088,000 SEC
2019   Q1 379,267 3.56 Reduce 24.84% 1.03 $40.96–54.23 · VW $49.34i $20,477,000 SEC
2018   Q4 504,642 4.13 Reduce 4.63% 0.19 $40.25–49.47 · VW $45.63i $21,866,000 SEC
2018   Q3 529,156 4.17 Reduce 11.18% 0.48 $40.94–49.06 · VW $45.15i $25,743,000 SEC
2018   Q2 595,735 4.29 Reduce 2.31% 0.10 $40.19–46.37 · VW $43.46i $25,634,000 SEC
2018   Q1 609,817 4.36 Reduce 2.50% 0.10 $37.35–46.16 · VW $42.49i $26,155,000 SEC
2017   Q4 625,460 3.82 Reduce 2.61% 0.09 $33.17–38.99 · VW $36.20i $23,955,000 SEC
2017   Q3 642,206 3.56 Add 3.44% 0.12 $30.36–34.10 · VW $32.07i $21,597,000 SEC
2017   Q2 620,853 3.33 Add 3.44% 0.11 $30.37–34.60 · VW $32.30i $19,433,000 SEC
2017   Q1 600,180 3.56 Reduce 5.00% 0.16 $29.80–34.53 · VW $32.55i $20,286,000 SEC
2016   Q4 631,760 3.24 Add 5.18% 0.16 $29.12–31.89 · VW $30.42i $19,092,000 SEC
2016   Q3 600,660 3.36 Add 1.28% 0.04 $28.17–31.95 · VW $30.83i $19,053,000 SEC
2016   Q2 593,081 3.31 Reduce 0.82% 0.03 $25.81–29.41 · VW $28.04i $17,015,000 SEC
2016   Q1 597,975 3.36 Reduce 0.35% 0.01 $22.46–28.68 · VW $25.50i $17,024,000 SEC
2015   Q4 600,057 3.17 Reduce 30.30% 0.99 $25.34–29.49 · VW $27.40i $16,295,000 SEC
2015   Q3 860,906 3.26 Add 1.58% 0.05 $23.03–29.21 · VW $26.60i $22,599,000 SEC
2015   Q2 847,529 2.92 Add 1.38% 0.04 $26.84–29.90 · VW $28.60i $23,273,000 SEC
2015   Q1 835,980 2.66 Reduce 15.31% 0.47 $25.92–30.31 · VW $27.90i $23,010,000 SEC
2014   Q4 987,116 3.10 Add 0.45% 0.01 $22.49–28.59 · VW $25.96i $27,457,000 SEC
2014   Q3 982,701 2.88 Reduce 0.79% 0.02 $24.27–26.08 · VW $25.10i $24,735,000 SEC
2014   Q2 990,569 2.80 Reduce 2.01% 0.05 $22.30–25.17 · VW $23.82i $24,616,000 SEC
2014   Q1 1,010,854 2.71 Reduce 0.08% <0.01 $21.27–23.00 · VW $22.11i $22,658,000 SEC
2013   Q4 1,011,621 2.75 Add 9.29% 0.23 $20.22–24.00 · VW $22.12i $22,691,000 SEC
2013   Q3 925,664 2.93 Reduce 3.01% 0.10 $23.02–26.49 · VW $24.47i $21,689,000 SEC
2013   Q2 954,361 3.25 Add 0.82% 0.03 $19.98–24.98 · VW $22.77i $23,224,000 SEC
2013   Q1 946,571 2.93 Reduce 4.60% 0.15 $20.01–21.98 · VW $20.90i $19,779,000 SEC
2012   Q4 992,207 3.20 Reduce 12.30% 0.40 $16.68–20.54 · VW $18.59i $19,496,000 SEC
2012   Q3 1,131,373 3.23 Reduce 6.84% 0.21 $14.96–19.75 · VW $17.69i $21,604,000 SEC
2012   Q2 1,214,455 3.01 Add 0.85% 0.03 $15.92–21.30 · VW $18.12i $20,852,000 SEC
2012   Q1 1,204,234 3.34 Reduce 6.34% 0.21 $18.35–21.24 · VW $19.99i $25,470,000 SEC
2011   Q4 1,285,766 3.33 Reduce 7.33% 0.23 $14.93–19.19 · VW $17.96i $23,247,000 SEC
2011   Q3 1,387,465 3.20 Reduce 2.13% 0.06 $13.30–16.84 · VW $15.50i $21,492,000 SEC
2011   Q2 1,417,711 2.59 Add 5.52% 0.14 $14.78–18.29 · VW $16.70i $22,130,000 SEC
2011   Q1 1,343,511 2.70 Add 6.83% 0.17 $16.97–22.34 · VW $19.31i $23,041,000 SEC
2010   Q4 1,257,563 3.22 Add 16.59% 0.46 $19.00–24.60 · VW $20.98i $25,440,000 SEC
2010   Q3 1,078,578 3.43 Reduce 19.69% 0.73 $19.82–26.00 · VW $22.04i $23,621,000 SEC
2010   Q2 1,342,939 3.70 Add 5.23% 0.18 $21.24–27.74 · VW $24.23i $28,618,000 SEC
2010   Q1 1,276,154 3.79 Reduce 11.42% 0.43 $22.35–26.85 · VW $24.35i $33,218,000 SEC
2009   Q4 1,440,615 3.73 Reduce 1.39% 0.05 $22.55–24.83 · VW $23.50i $34,488,000 SEC
2009   Q3 1,460,865 3.90 Reduce 3.13% 0.12 $17.82–23.87 · VW $21.71i $34,389,000 SEC
2009   Q2 1,508,119 3.78 Reduce 2.07% 0.08 $16.30–20.35 · VW $18.77i $28,126,000 SEC
2009   Q1 1,539,924 4.05 Reduce 12.69% 0.48 $13.61–17.98 · VW $15.74i $25,825,000 SEC
2008   Q4 1,763,754 3.76 Add 2.42% 0.09 $14.20–22.44 · VW $17.40i $28,749,000 SEC
2008   Q3 1,722,046 3.82 Add 4.43% 0.16 $20.56–25.25 · VW $22.74i $38,849,000 SEC
2008   Q2 1,649,036 4.07 Add 0.04% <0.01 $22.91–27.72 · VW $25.30i $38,357,000 SEC
2008   Q1 1,648,451 3.26 Add 22.57% 0.60 $21.77–27.30 · VW $24.31i $39,711,000 SEC
2007   Q4 1,344,903 2.64 Reduce 2.68% 0.08 $26.82–34.24 · VW $29.81i $36,406,000 SEC
2007   Q3 1,381,950 3.03 Reduce 30.79% 1.10 $27.56–33.38 · VW $30.74i $45,784,000 SEC
2007   Q2 1,996,609 3.58 Add 22.40% 0.66 $25.31–28.48 · VW $26.92i $55,606,000 SEC
2007   Q1 1,631,165 2.99 Add 12.41% 0.33 $24.82–28.99 · VW $26.59i $41,644,000 SEC
2006   Q4 1,451,060 2.75 Reduce 1.42% 0.04 $22.80–27.96 · VW $25.67i $39,657,000 SEC
2006   Q3 1,472,005 2.49 Add 29.64% 0.57 $17.10–23.53 · VW $20.58i $33,827,000 SEC
2006   Q2 1,135,460 1.61 Add 21.09% 0.28 $19.08–22.00 · VW $20.39i $22,176,000 SEC
2006   Q1 937,676 1.35 Add 32.03% 0.33 $17.18–22.00 · VW $19.73i $20,319,000 SEC
2005   Q4 710,176 0.78 Buy 0.78 $16.83–18.12 · VW $17.44i $12,158,000 SEC
2005   Q2 0 0.00 Sell 100.00% 0.04 $17.01–20.25 · VW $18.60i SEC
2005   Q1 41,318 0.04 Buy 0.04 $17.13–19.61 · VW $18.02i $739,000 SEC
2004   Q3 0 0.00 Sell 100.00% 0.02 $17.53–23.68 · VW $19.77i SEC
2004   Q2 8,783 0.02 Buy 0.02 $20.68–24.83 · VW $22.44i $208,000 SEC
2003   Q2 0 0.00 Sell 100.00% 0.03 $12.80–19.10 · VW $16.07i SEC
2003   Q1 10,685 0.03 Reduce 29.45% <0.01 $12.33–15.63 · VW $13.70i $139,000 SEC
2002   Q4 15,145 0.03 Reduce 17.71% <0.01 $8.12–15.48 · VW $12.22i $198,000 SEC
2002   Q3 18,405 0.04 Reduce 37.79% 0.03 $10.39–15.29 · VW $12.82i $193,000 SEC
2002   Q2 29,586 0.07 Add 27.96% 0.02 $12.27–17.55 · VW $14.93i $413,000 SEC
2002   Q1 23,122 0.06 Reduce 8.69% <0.01 $14.15–21.84 · VW $17.44i $391,000 SEC
2001   Q4 25,322 0.08 Reduce 13.51% <0.01 $11.15–21.92 · VW $17.67i $459,000 SEC
2001   Q3 29,278 0.07 Add 102.39% 0.04 $11.04–20.75 · VW $16.29i $357,000 SEC
2001   Q2 14,466 0.05 Add 0.95% <0.01 $13.19–24.13 · VW $18.37i $263,000 SEC
2001   Q1 14,330 0.04 Add 14.37% <0.01 $15.00–44.50 · VW $26.90i $227,000 SEC
2000   Q4 12,530 0.09 Reduce 15.65% 0.03 $35.16–59.44 · VW $48.65i $479,000 SEC
2000   Q3 14,855 0.20 Add 1.19% <0.01 $54.63–70.00 · VW $63.29i $821,000 SEC
2000   Q2 14,680 0.37 Add 1.38% <0.01 $50.00–77.00 · VW $63.03i $933,000 SEC
2000   Q1 14,480 0.42 Reduce 8.93% 0.02 $48.63–82.00 · VW $64.32i $1,119,000 SEC
1999   Q4 15,900 0.28 Buy 0.28 $32.53–53.59 · VW $42.90i $852,000 SEC
1999   Q2 0 0.00 Sell 100.00% 0.11 $24.81–32.72 · VW $28.67i SEC
1999   Q1 9,800 0.11 $27.35 $268,000 SEC
Price snapshot:
Current price$119.25
52-week low$64.42
52-week high$129.88