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  International Business Machines Corp. (IBM)
← All IBM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.02 $220.72–319.90 · VW $261.00i SEC
2025   Q4 819 0.02 Reduce 3.08% <0.01 $263.56–324.90 · VW $294.89i $242,657 SEC
2025   Q3 845 0.02 Add 0.60% <0.01 $233.36–295.61 · VW $270.38i $238,376 SEC
2025   Q2 840 0.03 Reduce 25.60% <0.01 $214.50–296.16 · VW $268.48i $247,669 SEC
2025   Q1 1,129 0.03 Add 0.36% <0.01 $214.61–266.45 · VW $243.24i $280,649 SEC
2024   Q4 1,125 0.03 Add 0.18% <0.01 $203.51–239.35 · VW $220.90i $247,309 SEC
2024   Q3 1,123 0.03 Buy 0.03 $173.38–224.15 · VW $206.20i $248,273 SEC
2024   Q2 0 0.00 Sell 100.00% 0.03 $162.62–193.28 · VW $176.28i SEC
2024   Q1 1,117 0.03 Reduce 23.23% <0.01 $157.89–199.18 · VW $182.68i $213,302 SEC
2023   Q4 1,455 0.03 Buy 0.03 $135.87–166.34 · VW $155.25i $237,965 SEC
2022   Q3 0 0.00 Sell 100.00% 0.03 $118.61–141.87 · VW $126.43i SEC
2022   Q2 1,485 0.03 Buy 0.03 $124.91–144.73 · VW $136.94i $210,000 SEC
2021   Q1 0 0.00 Sell 100.00% 1.01 $112.20–131.04 · VW $123.55i SEC
2020   Q4 49,891 1.01 Add 7.12% 0.07 $101.26–129.54 · VW $117.05i $6,004,000 SEC
2020   Q3 46,577 1.05 Add 18.78% 0.17 $110.13–126.36 · VW $117.60i $5,418,000 SEC
2020   Q2 39,213 0.87 Add 21.12% 0.15 $99.92–129.90 · VW $115.10i $4,528,000 SEC
2020   Q1 32,375 0.78 Reduce 2.96% 0.02 $86.58–151.77 · VW $114.80i $3,433,000 SEC
2019   Q4 33,364 0.70 Add 4.53% 0.03 $124.94–140.87 · VW $131.32i $4,275,000 SEC
2019   Q3 31,919 0.79 Add 2.17% 0.02 $123.16–146.22 · VW $136.14i $4,437,000 SEC
2019   Q2 31,242 0.74 Add 0.23% <0.01 $121.27–139.00 · VW $130.70i $4,119,000 SEC
2019   Q1 31,170 0.73 Reduce 0.75% <0.01 $106.78–135.87 · VW $125.85i $4,205,000 SEC
2018   Q4 31,405 0.64 Reduce 3.26% 0.02 $101.28–147.57 · VW $119.17i $3,413,000 SEC
2018   Q3 32,462 0.76 Add 37.90% 0.21 $132.12–146.61 · VW $141.10i $4,693,000 SEC
2018   Q2 23,541 0.53 Add 3.00% 0.02 $131.41–154.88 · VW $139.95i $3,144,000 SEC
2018   Q1 22,856 0.56 Add 1.01% <0.01 $138.05–163.60 · VW $149.45i $3,353,000 SEC
2017   Q4 22,627 0.53 Add 2.58% 0.01 $138.82–155.36 · VW $146.95i $3,319,000 SEC
2017   Q3 22,058 0.50 Add 16.93% 0.07 $133.01–149.17 · VW $140.29i $3,059,000 SEC
2017   Q2 18,865 0.48 Add 5.27% 0.02 $143.20–168.58 · VW $152.95i $2,774,000 SEC
2017   Q1 17,920 0.52 Reduce 16.91% 0.10 $158.07–174.75 · VW $166.43i $2,983,000 SEC
2016   Q4 21,567 0.58 Add 5.62% 0.03 $141.29–162.48 · VW $154.15i $3,423,000 SEC
2016   Q3 20,420 0.55 Add 19.37% 0.09 $143.33–157.74 · VW $150.98i $3,101,000 SEC
2016   Q2 17,106 0.48 Add 4.33% 0.02 $136.23–148.64 · VW $143.33i $2,482,000 SEC
2016   Q1 16,396 0.47 Add 2.15% <0.01 $111.76–146.37 · VW $134.31i $2,374,000 SEC
2015   Q4 16,051 0.41 Add 3.96% 0.02 $125.86–146.41 · VW $134.61i $2,112,000 SEC
2015   Q3 15,439 0.31 Add 4.78% 0.01 $134.44–166.14 · VW $146.39i $2,140,000 SEC
2015   Q2 14,735 0.29 Reduce 46.67% 0.23 $151.42–168.55 · VW $158.49i $2,291,000 SEC
2015   Q1 27,632 0.49 Add 8.41% 0.04 $142.94–158.08 · VW $151.49i $4,240,000 SEC
2014   Q4 25,489 0.44 Add 4.96% 0.02 $143.88–182.50 · VW $159.92i $3,910,000 SEC
2014   Q3 24,285 0.51 Add 2.43% 0.01 $173.71–187.76 · VW $180.98i $4,407,000 SEC
2014   Q2 23,708 0.47 Add 37.52% 0.13 $171.39–190.45 · VW $178.38i $4,108,000 SEC
2014   Q1 17,240 0.38 $184.04 $3,173,000 SEC
2013   Q4 17,240 0.38 Add 0.37% <0.01 $164.98–179.53 · VW $174.61i $3,092,000 SEC
2013   Q3 17,177 0.41 Add 0.34% <0.01 $173.14–192.10 · VW $180.76i $3,041,000 SEC
2013   Q2 17,119 0.44 Add 1.02% <0.01 $179.43–205.44 · VW $189.19i $3,128,000 SEC
2013   Q1 16,946 0.51 Reduce 0.62% <0.01 $182.02–206.41 · VW $197.45i $3,456,000 SEC
2012   Q4 17,051 0.51 $183.10 $3,122,000 SEC
2012   Q3 17,051 0.51 Reduce 0.61% <0.01 $173.85–199.16 · VW $190.45i $3,382,000 SEC
2012   Q2 17,155 0.46 Reduce 0.62% <0.01 $178.78–201.42 · VW $189.06i $3,208,000 SEC
2012   Q1 17,262 0.45 Reduce 1.95% <0.01 $169.55–199.92 · VW $189.65i $3,443,000 SEC
2011   Q4 17,605 0.44 Reduce 0.04% <0.01 $161.45–186.33 · VW $174.53i $3,095,000 SEC
2011   Q3 17,612 0.44 Reduce 58.24% 0.47 $150.22–177.47 · VW $164.96i $2,944,000 SEC
2011   Q2 42,174 0.81 Add 1.51% 0.01 $154.42–165.91 · VW $161.44i $6,917,000 SEC
2011   Q1 41,547 0.76 Reduce 0.56% <0.01 $140.19–160.34 · VW $152.14i $6,477,000 SEC
2010   Q4 41,779 0.74 Add 1.64% 0.01 $128.48–141.04 · VW $136.61i $5,862,000 SEC
2010   Q3 41,105 0.76 Add 8.27% 0.06 $115.31–130.12 · VW $124.56i $5,271,000 SEC
2010   Q2 37,966 0.58 Buy 0.58 $110.90–127.25 · VW $118.73i $4,482,000 SEC
2007   Q1 0 0.00 Sell 100.00% 0.02 $84.87–96.46 · VW $90.48i SEC
2006   Q4 2,810 0.02 $92.90 $261,000 SEC
2006   Q3 2,810 0.02 Reduce 1.82% <0.01 $69.53–80.11 · VW $75.99i $220,000 SEC
2006   Q2 2,862 0.02 $73.37 $210,000 SEC
2006   Q1 2,862 0.02 Reduce 59.38% 0.02 $75.46–81.29 · VW $78.53i $226,000 SEC
2005   Q4 7,046 0.04 Add 62.01% 0.01 $75.24–85.98 · VW $79.94i $554,000 SEC
2005   Q3 4,349 0.02 Reduce 56.39% 0.02 $70.90–81.37 · VW $76.32i $334,000 SEC
2005   Q2 9,972 0.04 Add 0.80% <0.01 $68.69–87.72 · VW $75.78i $707,000 SEC
2005   Q1 9,893 0.05 Reduce 5.21% <0.01 $85.17–94.74 · VW $89.09i $864,000 SEC
2004   Q4 10,437 0.07 Add 2.75% <0.01 $80.58–94.65 · VW $89.82i $984,000 SEC
2004   Q3 10,158 0.07 Add 10.58% <0.01 $78.30–84.55 · VW $81.61i $833,000 SEC
2004   Q2 9,186 0.06 Add 138.23% 0.04 $81.38–90.39 · VW $85.35i $774,000 SEC
2004   Q1 3,856 0.03 Add 33.06% <0.01 $85.10–96.01 · VW $89.64i $339,000 SEC
2003   Q4 2,898 0.03 Add 16.25% <0.01 $83.68–90.38 · VW $87.56i $257,000 SEC
2003   Q3 2,493 0.03 Reduce 28.34% 0.01 $75.27–89.36 · VW $83.02i $210,000 SEC
2003   Q2 3,479 0.04 Buy 0.04 $74.68–86.42 · VW $79.99i $274,000 SEC
2003   Q1 0 0.00 Sell 100.00% 0.05 $69.95–85.04 · VW $76.66i SEC
2002   Q4 3,853 0.05 Reduce 29.56% 0.02 $51.63–85.53 · VW $70.42i $286,000 SEC
2002   Q3 5,470 0.06 Reduce 40.91% 0.04 $55.44–79.21 · VW $63.46i $305,000 SEC
2002   Q2 9,257 0.11 Add 43.12% 0.03 $63.19–99.43 · VW $77.15i $637,000 SEC
2002   Q1 6,468 0.10 Reduce 6.67% <0.01 $91.55–120.83 · VW $103.94i $643,000 SEC
2001   Q4 6,930 0.13 Add 3.93% <0.01 $87.32–119.22 · VW $107.39i $801,000 SEC
2001   Q3 6,668 0.12 Add 27.62% 0.02 $83.64–110.33 · VW $93.88i $585,000 SEC
2001   Q2 5,225 0.10 Reduce 8.78% <0.01 $86.09–114.63 · VW $103.08i $564,000 SEC
2001   Q1 5,728 0.10 Reduce 2.49% <0.01 $80.07–113.42 · VW $95.15i $527,000 SEC
2000   Q4 5,874 0.09 Reduce 8.33% 0.01 $76.54–114.36 · VW $90.72i $477,000 SEC
2000   Q3 6,408 0.17 Add 15.54% 0.02 $95.60–129.00 · VW $110.76i $689,000 SEC
2000   Q2 5,546 0.23 Add 1.54% <0.01 $96.80–122.37 · VW $107.97i $581,000 SEC
2000   Q1 5,462 0.23 Reduce 65.72% 0.35 $95.12–122.61 · VW $110.30i $616,000 SEC
1999   Q4 15,933 0.54 $103.13 $1,643,000 SEC
1999   Q3 15,933 0.69 Reduce 1.29% <0.01 $112.39–133.07 · VW $120.38i $1,843,000 SEC
1999   Q2 16,142 0.69 Reduce 6.76% 0.04 $77.92–126.20 · VW $109.23i $1,995,000 SEC
1999   Q1 17,313 0.59 $84.73 $1,467,000 SEC
Price snapshot:
Current price$290.23
52-week low$212.34
52-week high$332.46