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  Honeywell International Inc. (HON)
← All HON superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 0.02 $199.22–226.33 · VW $211.62i SEC
2024   Q4 920 0.02 Buy 0.02 $199.28–239.97 · VW $220.84i $205,334 SEC
2017   Q1 0 0.00 Sell 100.00% 0.04 $109.48–120.81 · VW $116.20i SEC
2016   Q4 2,269 0.04 Reduce 0.53% <0.01 $99.71–112.38 · VW $107.28i $249,000 SEC
2016   Q3 2,281 0.04 Reduce 0.48% <0.01 $104.60–113.10 · VW $109.19i $251,000 SEC
2016   Q2 2,292 0.05 Reduce 0.48% <0.01 $103.85–111.70 · VW $108.39i $251,000 SEC
2016   Q1 2,303 0.05 Reduce 12.17% <0.01 $88.31–106.93 · VW $100.28i $243,000 SEC
2015   Q4 2,622 0.05 Buy 0.05 $87.65–100.02 · VW $95.09i $256,000 SEC
2015   Q3 0 0.00 Sell 100.00% 0.04 $81.99–101.22 · VW $90.81i SEC
2015   Q2 3,189 0.04 Add 2.05% <0.01 $94.38–100.93 · VW $97.13i $306,000 SEC
2015   Q1 3,125 0.04 Reduce 3.13% <0.01 $90.94–100.03 · VW $96.42i $307,000 SEC
2014   Q4 3,226 0.03 Buy 0.03 $78.11–96.49 · VW $89.59i $304,000 SEC
2012   Q2 0 0.00 Sell 100.00% 0.05 $49.20–57.93 · VW $53.25i SEC
2012   Q1 7,099 0.05 Add 26.59% 0.01 $51.58–58.43 · VW $55.85i $408,000 SEC
2011   Q4 5,608 0.04 Buy 0.04 $38.84–52.59 · VW $47.55i $287,000 SEC
2011   Q3 0 0.00 Sell 100.00% 0.03 $39.11–57.16 · VW $45.88i SEC
2011   Q2 4,043 0.03 Add 10.59% <0.01 $52.18–58.69 · VW $55.68i $227,000 SEC
2011   Q1 3,656 0.02 Buy 0.02 $49.93–56.50 · VW $54.23i $206,000 SEC
2001   Q3 0 0.00 Sell 100.00% 0.04 $20.87–36.83 · VW $27.53i SEC
2001   Q2 7,004 0.04 Buy 0.04 $31.10–50.79 · VW $38.26i $231,000 SEC
Price snapshot:
Current price$222.25
52-week low$193.83
52-week high$258.86