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  3M Co. (MMM)
← All MMM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q2 0 0.00 Sell 100.00% 0.04 $133.21–183.74 · VW $153.96i SEC
2019   Q1 1,202 0.04 Buy 0.04 $152.92–176.91 · VW $167.85i $209,000 SEC
2018   Q4 0 0.00 Sell 100.00% 0.03 $147.88–181.72 · VW $162.97i SEC
2018   Q3 1,202 0.03 Buy 0.03 $159.34–182.17 · VW $172.56i $212,000 SEC
2018   Q2 0 0.00 Sell 100.00% 0.04 $160.07–185.36 · VW $169.97i SEC
2018   Q1 1,202 0.04 Reduce 14.08% <0.01 $179.54–217.20 · VW $193.43i $221,000 SEC
2017   Q4 1,399 0.04 Reduce 29.09% 0.02 $175.61–204.21 · VW $192.20i $275,000 SEC
2017   Q3 1,973 0.06 $175.33 $346,000 SEC
2017   Q2 1,973 0.06 $174.31 $344,000 SEC
2017   Q1 1,973 0.06 $160.13 $316,000 SEC
2016   Q4 1,973 0.05 $149.49 $295,000 SEC
2016   Q3 1,973 0.05 Reduce 2.95% <0.01 $145.08–152.40 · VW $148.27i $291,000 SEC
2016   Q2 2,033 0.06 Reduce 3.69% <0.01 $136.43–146.44 · VW $143.10i $298,000 SEC
2016   Q1 2,111 0.06 $139.27 $294,000 SEC
2015   Q4 2,111 0.05 Buy 0.05 $115.86–133.85 · VW $125.22i $266,000 SEC
2015   Q3 0 0.00 Sell 100.00% 0.03 $112.04–132.06 · VW $120.88i SEC
2015   Q2 1,633 0.03 Reduce 92.18% 0.30 $128.70–140.22 · VW $132.64i $211,000 SEC
2015   Q1 20,888 0.33 Reduce 0.57% <0.01 $131.89–142.56 · VW $137.46i $2,881,000 SEC
2014   Q4 21,008 0.33 $137.37 $2,886,000 SEC
2014   Q3 21,008 0.29 $118.48 $2,489,000 SEC
2014   Q2 21,008 0.29 Reduce 0.14% <0.01 $110.38–121.68 · VW $117.28i $2,516,000 SEC
2014   Q1 21,038 0.29 $113.42 $2,386,000 SEC
2013   Q4 21,038 0.30 $117.27 $2,467,000 SEC
2013   Q3 21,038 0.28 $99.82 $2,100,000 SEC
2013   Q2 21,038 0.27 $91.40 $1,923,000 SEC
2013   Q1 21,038 0.28 $88.89 $1,870,000 SEC
2012   Q4 21,038 0.27 $77.63 $1,633,000 SEC
2012   Q3 21,038 0.24 $77.29 $1,626,000 SEC
2012   Q2 21,038 0.23 Reduce 0.45% <0.01 $68.55–75.21 · VW $72.89i $1,576,000 SEC
2012   Q1 21,133 0.21 Reduce 1.81% <0.01 $69.15–75.25 · VW $73.00i $1,576,000 SEC
2011   Q4 21,522 0.21 $68.34 $1,471,000 SEC
2011   Q3 21,522 0.19 $60.03 $1,292,000 SEC
2011   Q2 21,522 0.20 Reduce 0.28% <0.01 $75.41–81.90 · VW $78.87i $1,707,000 SEC
2011   Q1 21,582 0.20 Reduce 0.55% <0.01 $71.60–78.73 · VW $76.17i $1,687,000 SEC
2010   Q4 21,701 0.20 $72.16 $1,566,000 SEC
2010   Q3 21,701 0.23 Add 1.28% <0.01 $64.41–73.90 · VW $70.27i $1,573,000 SEC
2010   Q2 21,426 0.18 Buy 0.18 $57.66–75.69 · VW $66.46i $1,415,000 SEC
2008   Q4 0 0.00 Sell 100.00% 3.54 $41.81–57.12 · VW $49.01i SEC
2008   Q3 631,086 3.54 Reduce 1.64% 0.06 $54.77–62.47 · VW $58.12i $36,045,000 SEC
2008   Q2 641,587 3.96 Reduce 0.23% <0.01 $57.37–69.58 · VW $61.71i $37,331,000 SEC
2008   Q1 643,034 3.49 Add 5.44% 0.18 $60.24–70.87 · VW $65.76i $42,555,000 SEC
2007   Q4 609,845 3.12 Reduce 0.35% 0.01 $66.04–81.10 · VW $72.55i $42,995,000 SEC
2007   Q3 611,991 3.16 Reduce 15.23% 0.51 $69.57–78.58 · VW $75.47i $47,885,000 SEC
2007   Q2 721,934 3.38 Add 0.65% 0.02 $63.47–74.44 · VW $70.16i $52,389,000 SEC
2007   Q1 717,265 3.29 Add 343.37% 2.54 $60.95–66.79 · VW $63.88i $45,837,000 SEC
2006   Q4 161,777 0.73 Add 974.79% 0.66 $61.04–68.52 · VW $64.91i $10,541,000 SEC
2006   Q3 15,052 0.07 Add 299.58% 0.05 $56.06–68.23 · VW $62.17i $937,000 SEC
2006   Q2 3,767 0.02 Reduce 10.01% <0.01 $63.34–73.87 · VW $68.25i $254,000 SEC
2006   Q1 4,186 0.02 $63.30 $265,000 SEC
2005   Q4 4,186 0.02 $64.74 $271,000 SEC
2005   Q3 4,186 0.02 $61.40 $257,000 SEC
2005   Q2 4,186 0.01 Reduce 12.50% <0.01 $60.41–72.08 · VW $64.31i $253,000 SEC
2005   Q1 4,784 0.02 Reduce 16.67% <0.01 $67.50–73.12 · VW $70.76i $343,000 SEC
2004   Q4 5,741 0.03 Reduce 8.66% <0.01 $61.30–69.42 · VW $66.45i $394,000 SEC
2004   Q3 6,285 0.03 Reduce 7.80% <0.01 $64.55–75.34 · VW $68.92i $420,000 SEC
2004   Q2 6,817 0.04 Reduce 19.72% <0.01 $67.64–75.49 · VW $72.80i $513,000 SEC
2004   Q1 8,492 0.05 Buy 0.05 $62.17–72.07 · VW $67.56i $581,000 SEC
2003   Q1 0 0.00 Sell 100.00% 0.03 $49.94–56.42 · VW $53.57i SEC
2002   Q4 4,186 0.03 Buy 0.03 $46.30–55.00 · VW $50.95i $216,000 SEC
Price snapshot:
Current price$157.70
52-week low$138.62
52-week high$175.71