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 & Johnson (JNJ)
← All JNJ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,622 0.04 Reduce 47.78% 0.03 $200.91–251.71 · VW $232.35i $396,482 SEC
2025   Q4 3,106 0.06 Reduce 0.16% <0.01 $182.94–215.19 · VW $201.69i $642,787 SEC
2025   Q3 3,111 0.05 Reduce 13.46% <0.01 $152.81–185.99 · VW $174.74i $576,842 SEC
2025   Q2 3,595 0.06 Add 6.52% <0.01 $141.50–161.81 · VW $152.02i $549,136 SEC
2025   Q1 3,375 0.06 $165.84 $559,710 SEC
2024   Q4 3,375 0.05 $144.62 $488,093 SEC
2024   Q3 3,375 0.06 Add 0.90% <0.01 $144.50–168.85 · VW $158.47i $546,953 SEC
2024   Q2 3,345 0.06 $146.19 $489,000 SEC
2024   Q1 3,345 0.06 Reduce 1.91% <0.01 $154.76–163.58 · VW $158.84i $529,146 SEC
2023   Q4 3,410 0.07 Reduce 0.29% <0.01 $144.95–160.02 · VW $153.90i $534,483 SEC
2023   Q3 3,420 0.08 Reduce 7.97% <0.01 $155.26–175.97 · VW $162.33i $532,665 SEC
2023   Q2 3,716 0.08 Add 0.03% $153.15–167.23 · VW $161.97i $615,072 SEC
2023   Q1 3,715 0.08 $155.00 $575,825 SEC
2022   Q4 3,715 0.10 $176.65 $656,255 SEC
2022   Q3 3,715 0.10 Reduce 3.03% <0.01 $160.81–179.99 · VW $168.05i $607,000 SEC
2022   Q2 3,831 0.10 Add 0.92% <0.01 $167.26–186.69 · VW $177.15i $680,000 SEC
2022   Q1 3,796 0.09 $177.29 $673,000 SEC
2021   Q4 3,796 0.08 $170.97 $649,000 SEC
2021   Q3 3,796 0.09 Reduce 7.44% <0.01 $161.41–179.92 · VW $167.61i $613,000 SEC
2021   Q2 4,101 0.10 Reduce 3.16% <0.01 $156.53–172.74 · VW $164.67i $676,000 SEC
2021   Q1 4,235 0.10 Reduce 83.84% 0.59 $151.47–173.65 · VW $163.16i $696,000 SEC
2020   Q4 26,212 0.70 Add 10.29% 0.07 $133.65–157.66 · VW $149.56i $4,125,000 SEC
2020   Q3 23,766 0.69 Reduce 9.23% 0.07 $140.06–155.47 · VW $148.14i $3,538,000 SEC
2020   Q2 26,182 0.71 Add 7.87% 0.05 $125.50–157.00 · VW $141.04i $3,682,000 SEC
2020   Q1 24,272 0.72 Reduce 28.35% 0.23 $109.16–154.50 · VW $131.60i $3,183,000 SEC
2019   Q4 33,877 0.81 Reduce 22.31% 0.22 $126.10–147.84 · VW $139.94i $4,942,000 SEC
2019   Q3 43,603 1.00 Reduce 11.68% 0.14 $126.34–142.47 · VW $132.73i $5,641,000 SEC
2019   Q2 49,372 1.24 Add 3.20% 0.04 $128.52–144.98 · VW $137.59i $6,877,000 SEC
2019   Q1 47,840 1.16 Add 0.50% <0.01 $125.00–140.00 · VW $134.93i $6,688,000 SEC
2018   Q4 47,604 1.16 Add 0.70% <0.01 $121.00–148.99 · VW $133.01i $6,143,000 SEC
2018   Q3 47,274 1.06 Reduce 5.71% 0.06 $120.11–143.13 · VW $133.80i $6,532,000 SEC
2018   Q2 50,135 1.02 Add 0.64% <0.01 $118.62–132.88 · VW $124.28i $6,083,000 SEC
2018   Q1 49,816 1.06 Add 1.79% 0.02 $122.15–148.32 · VW $132.87i $6,384,000 SEC
2017   Q4 48,942 1.09 Reduce 2.21% 0.02 $130.02–144.35 · VW $138.03i $6,838,000 SEC
2017   Q3 50,049 1.07 Add 1.59% 0.02 $129.05–137.08 · VW $132.05i $6,507,000 SEC
2017   Q2 49,266 1.12 Reduce 5.48% 0.06 $120.95–137.00 · VW $130.08i $6,517,000 SEC
2017   Q1 52,120 1.14 Add 6.33% 0.07 $110.76–129.00 · VW $121.44i $6,492,000 SEC
2016   Q4 49,015 0.96 Add 8.27% 0.07 $109.32–122.50 · VW $115.68i $5,647,000 SEC
2016   Q3 45,273 0.94 Add 8.68% 0.08 $117.04–126.07 · VW $120.41i $5,348,000 SEC
2016   Q2 41,656 0.98 Reduce 73.94% 2.52 $107.69–121.41 · VW $116.80i $5,053,000 SEC
2016   Q1 159,865 3.41 Reduce 8.54% 0.30 $94.28–109.56 · VW $104.01i $17,297,000 SEC
2015   Q4 174,800 3.49 Reduce 27.46% 0.89 $91.76–105.49 · VW $99.99i $17,955,000 SEC
2015   Q3 240,959 3.24 Reduce 0.66% 0.02 $81.79–101.36 · VW $92.17i $22,494,000 SEC
2015   Q2 242,566 2.97 Reduce 6.46% 0.20 $97.01–104.48 · VW $99.65i $23,640,000 SEC
2015   Q1 259,313 3.02 Reduce 0.68% 0.02 $97.15–106.50 · VW $101.42i $26,087,000 SEC
2014   Q4 261,093 3.08 Reduce 1.85% 0.06 $95.10–109.49 · VW $103.05i $27,302,000 SEC
2014   Q3 266,022 3.30 Reduce 4.69% 0.16 $98.80–108.77 · VW $104.72i $28,355,000 SEC
2014   Q2 279,115 3.32 Reduce 8.61% 0.31 $96.05–106.00 · VW $102.22i $29,201,000 SEC
2014   Q1 305,418 3.59 Add 0.62% 0.02 $86.09–98.60 · VW $94.31i $30,001,000 SEC
2013   Q4 303,539 3.38 Add 0.86% 0.03 $85.50–95.99 · VW $91.03i $27,801,000 SEC
2013   Q3 300,950 3.52 Add 0.47% 0.02 $85.50–94.42 · VW $88.87i $26,089,000 SEC
2013   Q2 299,541 3.59 Add 1.14% 0.04 $80.31–89.99 · VW $85.39i $25,719,000 SEC
2013   Q1 296,158 3.57 Reduce 0.69% 0.02 $70.30–81.59 · VW $77.81i $24,146,000 SEC
2012   Q4 298,223 3.43 Reduce 4.81% 0.16 $67.80–72.74 · VW $70.21i $20,905,000 SEC
2012   Q3 313,304 3.23 Add 17.89% 0.49 $66.85–69.75 · VW $68.50i $21,590,000 SEC
2012   Q2 265,754 2.59 Add 60.53% 0.98 $61.71–67.70 · VW $65.66i $17,954,000 SEC
2012   Q1 165,547 1.43 Add 398.91% 1.15 $64.02–66.32 · VW $65.43i $10,919,000 SEC
2011   Q4 33,182 0.31 Add 4.68% 0.01 $60.83–66.32 · VW $64.24i $2,176,000 SEC
2011   Q3 31,697 0.30 Add 2.51% <0.01 $59.08–68.05 · VW $63.61i $2,019,000 SEC
2011   Q2 30,922 0.24 Add 5.49% 0.01 $59.06–67.37 · VW $64.32i $2,057,000 SEC
2011   Q1 29,312 0.20 Add 9.08% 0.02 $57.50–63.54 · VW $60.10i $1,737,000 SEC
2010   Q4 26,872 0.21 Add 15.87% 0.03 $61.25–64.92 · VW $62.67i $1,662,000 SEC
2010   Q3 23,192 0.21 Add 1.89% <0.01 $56.86–62.70 · VW $60.51i $1,437,000 SEC
2010   Q2 22,762 0.17 Add 199.82% 0.12 $57.55–66.20 · VW $60.94i $1,344,000 SEC
2010   Q1 7,592 0.06 Reduce 1.30% <0.01 $61.89–65.95 · VW $64.35i $495,000 SEC
2009   Q4 7,692 0.05 $64.35 $495,000 SEC
2009   Q3 7,692 0.05 Reduce 0.65% <0.01 $55.71–62.47 · VW $59.69i $468,000 SEC
2009   Q2 7,742 0.06 Reduce 2.22% <0.01 $50.12–57.23 · VW $54.72i $440,000 SEC
2009   Q1 7,918 0.07 Add 1.62% <0.01 $46.25–61.00 · VW $53.28i $416,000 SEC
2008   Q4 7,792 0.06 Reduce 18.25% 0.01 $52.06–69.07 · VW $60.32i $466,000 SEC
2008   Q3 9,531 0.06 Reduce 2.56% <0.01 $63.74–72.76 · VW $68.59i $660,000 SEC
2008   Q2 9,781 0.07 Reduce 11.73% <0.01 $63.10–68.32 · VW $65.25i $629,000 SEC
2008   Q1 11,081 0.06 Reduce 93.73% 0.80 $61.17–68.85 · VW $64.96i $719,000 SEC
2007   Q4 176,600 0.86 Reduce 73.32% 2.11 $63.55–68.75 · VW $66.33i $11,779,000 SEC
2007   Q3 662,013 2.87 Reduce 4.37% 0.12 $59.72–65.75 · VW $63.72i $43,494,000 SEC
2007   Q2 692,279 2.75 Add 54.81% 0.97 $60.03–65.45 · VW $62.37i $42,658,000 SEC
2007   Q1 447,186 1.93 Add 84.05% 0.88 $59.87–68.22 · VW $62.78i $26,947,000 SEC
2006   Q4 242,974 1.11 Add 8.16% 0.08 $64.50–69.41 · VW $66.64i $16,041,000 SEC
2006   Q3 224,636 1.07 Reduce 3.62% 0.04 $59.68–65.13 · VW $63.25i $14,588,000 SEC
2006   Q2 233,071 1.01 Add 750.34% 0.89 $57.32–62.00 · VW $59.75i $13,966,000 SEC
2006   Q1 27,409 0.11 Add 104.48% 0.05 $56.70–63.10 · VW $59.67i $1,623,000 SEC
2005   Q4 13,404 0.05 $60.13 $806,000 SEC
2005   Q3 13,404 0.05 Reduce 0.74% <0.01 $61.65–65.43 · VW $63.45i $848,000 SEC
2005   Q2 13,504 0.05 Reduce 2.88% <0.01 $64.43–69.99 · VW $66.47i $878,000 SEC
2005   Q1 13,904 0.05 Reduce 81.59% 0.29 $61.20–68.68 · VW $65.68i $934,000 SEC
2004   Q4 75,504 0.36 Add 336.34% 0.27 $54.81–64.25 · VW $60.83i $4,788,000 SEC
2004   Q3 17,304 0.08 Reduce 11.57% 0.01 $54.37–58.80 · VW $56.50i $975,000 SEC
2004   Q2 19,569 0.09 Reduce 27.13% 0.03 $49.90–57.28 · VW $54.29i $1,090,000 SEC
2004   Q1 26,853 0.11 Reduce 83.71% 0.80 $49.25–54.90 · VW $51.62i $1,362,000 SEC
2003   Q4 164,875 0.96 Add 3.32% 0.03 $48.05–52.89 · VW $50.87i $8,517,000 SEC
2003   Q3 159,578 1.09 Add 24.16% 0.21 $49.00–54.24 · VW $50.92i $7,902,000 SEC
2003   Q2 128,521 1.03 Reduce 45.61% 1.23 $50.75–59.08 · VW $53.84i $6,645,000 SEC
2003   Q1 236,301 2.70 Reduce 13.28% 0.31 $49.10–58.68 · VW $55.22i $13,675,000 SEC
2002   Q4 272,476 2.32 Add 123.13% 1.28 $53.00–61.30 · VW $56.00i $14,635,000 SEC
2002   Q3 122,118 1.39 Reduce 1.14% 0.01 $41.40–56.50 · VW $50.66i $6,604,000 SEC
2002   Q2 123,529 1.11 Add 3.56% 0.04 $52.00–65.29 · VW $56.52i $6,456,000 SEC
2002   Q1 119,285 1.20 Reduce 0.75% <0.01 $54.70–65.89 · VW $61.85i $7,748,000 SEC
2001   Q4 120,183 1.16 Add 7.55% 0.08 $53.05–60.97 · VW $57.71i $7,103,000 SEC
2001   Q3 111,747 1.22 Add 1.36% 0.02 $50.00–57.60 · VW $54.33i $6,191,000 SEC
2001   Q2 110,251 1.00 Add 12.38% 0.11 $42.60–54.20 · VW $48.92i $5,513,000 SEC
2001   Q1 98,102 0.83 Add 17.93% 0.13 $40.25–52.34 · VW $45.44i $4,290,000 SEC
2000   Q4 83,188 0.86 Add 13.03% 0.10 $44.59–52.97 · VW $50.03i $4,370,000 SEC
2000   Q3 73,598 0.83 Reduce 0.27% <0.01 $45.13–50.72 · VW $47.60i $3,457,000 SEC
2000   Q2 73,798 1.48 Add 10.08% 0.14 $35.00–50.99 · VW $45.64i $3,759,000 SEC
2000   Q1 67,038 0.89 Add 312.59% 0.68 $33.06–48.47 · VW $38.89i $2,355,000 SEC
1999   Q4 16,248 0.25 Add 12.46% 0.03 $45.06–53.44 · VW $48.38i $758,000 SEC
1999   Q3 14,448 0.25 Add 0.26% <0.01 $45.00–52.94 · VW $47.96i $664,000 SEC
1999   Q2 14,410 0.24 Add 5.88% 0.01 $43.91–51.50 · VW $48.14i $706,000 SEC
1999   Q1 13,610 0.25 $46.73 $636,000 SEC
Price snapshot:
Current price$257.77
Avg. buy price$97.83
+/- since buy163.48%
52-week low$151.03
52-week high$269.43