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  Johnson Controls International plc (JCI)
← All JCI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q2 0 0.00 Sell 100.00% 1.67 $32.90–40.33 · VW $37.00i SEC
2018   Q1 284,611 1.67 Add 0.30% <0.01 $32.89–39.69 · VW $35.38i $10,030,000 SEC
2017   Q4 283,753 1.72 Reduce 5.10% 0.10 $35.43–41.53 · VW $37.94i $10,814,000 SEC
2017   Q3 298,991 1.99 Reduce 0.96% 0.02 $34.51–42.60 · VW $38.25i $12,046,000 SEC
2017   Q2 301,888 2.24 Reduce 2.53% 0.06 $36.74–44.37 · VW $40.23i $13,090,000 SEC
2017   Q1 309,725 2.29 Add 4.47% 0.10 $40.36–43.61 · VW $41.91i $13,046,000 SEC
2016   Q4 296,484 2.07 Add 17.91% 0.31 $40.63–45.91 · VW $42.83i $12,212,000 SEC
2016   Q3 251,455 2.06 Buy 2.06 $39.16–48.97 · VW $44.37i $11,700,000 SEC
Price snapshot:
Current price$143.93
52-week low$101.50
52-week high$151.18