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  Lowe's Companies, Inc. (LOW)
← All LOW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 65,069 1.41 Add 0.05% <0.01 $208.00–261.45 · VW $227.94i $15,374,498 SEC
2025   Q4 65,036 1.41 Add 7.28% 0.10 $239.54–293.06 · VW $265.72i $15,684,077 SEC
2025   Q3 60,625 1.41 Add 0.58% <0.01 $218.80–274.98 · VW $245.42i $15,235,580 SEC
2025   Q2 60,276 1.35 Add 54.28% 0.48 $210.33–267.52 · VW $245.30i $13,373,441 SEC
2025   Q1 39,070 1.01 Add 171.68% 0.64 $206.39–249.68 · VW $227.27i $9,112,296 SEC
2024   Q4 14,381 0.39 Reduce 0.06% <0.01 $235.93–280.64 · VW $255.07i $3,549,231 SEC
2024   Q3 14,390 0.43 Add 30.29% 0.10 $240.00–287.01 · VW $266.48i $3,897,532 SEC
2024   Q2 11,045 0.29 Buy 0.29 $211.80–253.20 · VW $237.83i $2,435,000 SEC
Price snapshot:
Current price$207.70
Avg. buy price$229.93
+/- since buy-9.67%
52-week low$203.40
52-week high$291.66