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  The Walt Disney Co. (DIS)
← All DIS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q1 0 0.00 Sell 100.00% 0.03 $160.52–203.02 · VW $182.69i SEC
2020   Q4 1,140 0.03 Buy 0.03 $117.23–183.40 · VW $160.60i $207,000 SEC
2019   Q1 0 0.00 Sell 100.00% 0.04 $105.94–115.80 · VW $110.92i SEC
2018   Q4 1,962 0.04 Buy 0.04 $100.35–120.20 · VW $110.07i $215,000 SEC
2010   Q1 0 0.00 Sell 100.00% 3.28 $28.71–35.60 · VW $33.07i SEC
2009   Q4 940,257 3.28 Reduce 6.78% 0.21 $26.84–32.75 · VW $30.61i $30,323,000 SEC
2009   Q3 1,008,692 3.14 Reduce 0.05% <0.01 $22.05–28.68 · VW $26.06i $27,699,000 SEC
2009   Q2 1,009,175 3.16 Add 1.00% 0.03 $17.84–26.29 · VW $22.49i $23,544,000 SEC
2009   Q1 999,158 2.85 Buy 2.85 $15.14–24.83 · VW $19.38i $18,145,000 SEC
2006   Q2 0 0.00 Sell 100.00% 1.80 $26.39–30.61 · VW $28.86i SEC
2006   Q1 990,085 1.80 Reduce 19.06% 0.35 $23.45–28.46 · VW $26.47i $27,241,000 SEC
2005   Q4 1,223,295 1.86 Add 9.46% 0.16 $22.58–25.84 · VW $24.02i $28,927,000 SEC
2005   Q3 1,117,563 1.66 Reduce 1.01% 0.02 $22.59–26.14 · VW $24.18i $26,603,000 SEC
2005   Q2 1,129,010 1.58 Reduce 6.85% 0.13 $24.78–28.61 · VW $26.08i $28,045,000 SEC
2005   Q1 1,212,075 1.84 Reduce 17.55% 0.53 $26.68–29.59 · VW $28.20i $34,353,000 SEC
2004   Q4 1,470,079 2.99 Reduce 5.54% 0.16 $22.21–27.65 · VW $25.76i $40,316,000 SEC
2004   Q3 1,556,298 2.83 Add 3.00% 0.08 $20.60–25.16 · VW $22.67i $34,621,000 SEC
2004   Q2 1,510,982 3.03 Add 7.48% 0.21 $21.10–26.29 · VW $24.18i $37,995,000 SEC
2004   Q1 1,405,872 2.83 Add 28.10% 0.62 $22.59–28.03 · VW $25.09i $34,658,000 SEC
2003   Q4 1,097,509 2.84 Add 7.15% 0.19 $20.09–23.44 · VW $22.18i $25,259,000 SEC
2003   Q3 1,024,308 2.82 Add 7.27% 0.19 $19.14–23.48 · VW $20.84i $20,381,000 SEC
2003   Q2 954,886 2.89 Add 8.57% 0.23 $16.69–21.26 · VW $19.14i $18,604,000 SEC
2003   Q1 879,507 2.91 Add 1.64% 0.05 $14.64–18.49 · VW $16.64i $14,767,000 SEC
2002   Q4 865,311 2.21 Reduce 1.09% 0.03 $13.71–19.97 · VW $16.59i $13,923,000 SEC
2002   Q3 874,890 2.75 Add 66.22% 1.10 $13.30–19.73 · VW $15.99i $13,067,000 SEC
2002   Q2 526,330 1.68 Add 41.54% 0.49 $18.20–24.83 · VW $20.56i $9,813,000 SEC
2002   Q1 371,869 1.32 Add 29.02% 0.30 $19.75–24.66 · VW $22.39i $8,467,000 SEC
2001   Q4 288,220 0.96 Add 104.08% 0.49 $17.57–22.59 · VW $20.20i $5,891,000 SEC
2001   Q3 141,229 0.51 Add 1796.96% 0.48 $15.29–28.63 · VW $20.76i $2,594,000 SEC
2001   Q2 7,445 0.04 Add 0.69% <0.01 $26.11–34.33 · VW $29.65i $212,000 SEC
2001   Q1 7,394 0.04 Buy 0.04 $25.71–33.54 · VW $29.15i $209,000 SEC
2000   Q1 0 0.00 Sell 100.00% 0.10 $28.36–41.93 · VW $36.99i SEC
1999   Q4 10,255 0.10 Add 16.09% 0.01 $23.06–29.59 · VW $27.17i $296,000 SEC
1999   Q3 8,834 0.08 Add 5.32% <0.01 $24.79–29.78 · VW $26.74i $227,000 SEC
1999   Q2 8,388 0.09 Add 7.81% <0.01 $28.12–35.51 · VW $31.34i $255,000 SEC
1999   Q1 7,780 0.10 $30.72 $239,000 SEC
Price snapshot:
Current price$96.00
52-week low$91.49
52-week high$121.64