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  Meta Platforms, Inc. (META)
← All META superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 32,939 1.73 Add 2.34% 0.04 $520.26–744.00 · VW $645.64i $18,845,110 SEC
2025   Q4 32,186 1.91 Add 14.40% 0.24 $581.25–759.16 · VW $660.46i $21,245,979 SEC
2025   Q3 28,134 1.92 Reduce 0.26% <0.01 $691.20–796.25 · VW $751.22i $20,661,392 SEC
2025   Q2 28,206 2.11 Reduce 4.49% 0.08 $479.80–747.90 · VW $609.06i $20,818,457 SEC
2025   Q1 29,531 1.88 Reduce 22.22% 0.54 $553.30–740.91 · VW $647.14i $17,020,568 SEC
2024   Q4 37,968 2.43 Reduce 6.23% 0.16 $549.05–638.40 · VW $584.13i $22,230,644 SEC
2024   Q3 40,489 2.58 Reduce 1.82% 0.05 $442.65–577.40 · VW $510.54i $23,177,523 SEC
2024   Q2 41,238 2.48 Reduce 1.31% 0.03 $414.50–531.49 · VW $468.24i $20,793,000 SEC
2024   Q1 41,787 2.43 Reduce 12.49% 0.27 $340.01–523.57 · VW $442.83i $20,290,931 SEC
2023   Q4 47,753 2.15 Reduce 1.64% 0.03 $279.40–361.90 · VW $320.64i $16,902,652 SEC
2023   Q3 48,549 2.08 Reduce 0.95% 0.02 $274.38–326.20 · VW $303.69i $14,574,895 SEC
2023   Q2 49,013 1.94 Reduce 0.30% <0.01 $207.13–289.79 · VW $254.82i $14,065,751 SEC
2023   Q1 49,161 1.51 Add 16.46% 0.21 $122.28–212.17 · VW $173.17i $10,419,182 SEC
2022   Q4 42,213 0.76 Reduce 38.59% 0.59 $88.09–142.39 · VW $111.24i $5,079,912 SEC
2022   Q3 68,744 1.53 Add 1.47% 0.02 $134.12–183.85 · VW $159.54i $9,327,000 SEC
2022   Q2 67,750 1.68 Add 15.69% 0.23 $154.25–236.86 · VW $190.78i $10,925,000 SEC
2022   Q1 58,560 1.75 Add 37.36% 0.48 $185.82–343.09 · VW $246.93i $13,021,000 SEC
2021   Q4 42,632 1.87 Add 0.92% 0.02 $299.50–353.83 · VW $329.23i $14,339,000 SEC
2021   Q3 42,242 2.02 Add 0.48% <0.01 $334.50–384.33 · VW $358.78i $14,337,000 SEC
2021   Q2 42,041 2.10 Reduce 0.55% 0.01 $296.04–358.14 · VW $326.30i $14,618,000 SEC
2021   Q1 42,275 1.86 Add 0.28% <0.01 $244.61–299.71 · VW $270.71i $12,451,000 SEC
2020   Q4 42,155 1.94 Reduce 0.65% 0.01 $254.82–297.38 · VW $273.34i $11,515,000 SEC
2020   Q3 42,429 2.16 Reduce 1.73% 0.03 $226.90–304.67 · VW $266.23i $11,112,000 SEC
2020   Q2 43,178 1.88 Reduce 2.80% 0.05 $150.83–245.19 · VW $212.02i $9,804,000 SEC
2020   Q1 44,420 1.69 Add 61.20% 0.64 $137.10–224.20 · VW $185.55i $7,409,000 SEC
2019   Q4 27,556 0.92 Reduce 0.93% <0.01 $173.09–208.93 · VW $195.49i $5,656,000 SEC
2019   Q3 27,816 0.88 Reduce 0.96% <0.01 $175.66–208.66 · VW $189.95i $4,953,000 SEC
2019   Q2 28,086 0.98 Reduce 10.72% 0.10 $160.84–198.88 · VW $184.82i $5,421,000 SEC
2019   Q1 31,457 0.91 Add 0.61% <0.01 $128.56–174.30 · VW $161.38i $5,244,000 SEC
2018   Q4 31,265 0.77 Add 74.66% 0.33 $123.02–165.88 · VW $142.59i $4,099,000 SEC
2018   Q3 17,901 0.48 Buy 0.48 $158.87–218.62 · VW $177.44i $2,944,000 SEC
Price snapshot:
Current price$656.73
Avg. buy price$247.42
+/- since buy165.43%
52-week low$519.78
52-week high$793.65