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  Microsoft Corp. (MSFT)
← All MSFT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 171,359 5.82 Add 20.07% 0.97 $356.28–450.33 · VW $418.95i $63,432,000 SEC
2025   Q4 142,717 6.20 Add 0.55% 0.03 $381.71–493.50 · VW $422.65i $69,020,618 SEC
2025   Q3 141,930 6.82 Reduce 0.14% 0.01 $464.89–553.72 · VW $503.54i $73,512,767 SEC
2025   Q2 142,135 7.15 Reduce 0.66% 0.04 $456.89–555.45 · VW $506.34i $70,699,474 SEC
2025   Q1 143,085 5.93 Add 1.41% 0.08 $344.79–462.52 · VW $422.56i $53,712,562 SEC
2024   Q4 141,099 6.50 Reduce 0.08% <0.01 $386.57–456.16 · VW $413.24i $59,473,229 SEC
2024   Q3 141,215 6.76 Reduce 0.28% 0.02 $400.80–441.85 · VW $422.04i $60,764,815 SEC
2024   Q2 141,606 7.56 Reduce 0.94% 0.07 $385.58–468.35 · VW $423.69i $63,291,000 SEC
2024   Q1 142,956 7.19 Reduce 1.39% 0.10 $388.03–433.60 · VW $412.25i $60,144,448 SEC
2023   Q4 144,966 6.94 Reduce 1.65% 0.11 $362.90–420.82 · VW $399.12i $54,513,015 SEC
2023   Q3 147,400 6.63 Reduce 1.17% 0.08 $309.45–384.30 · VW $357.55i $46,541,550 SEC
2023   Q2 149,151 7.00 Reduce 4.63% 0.30 $311.55–366.78 · VW $335.36i $50,791,882 SEC
2023   Q1 156,386 6.52 Reduce 2.40% 0.14 $245.61–335.94 · VW $303.31i $45,086,084 SEC
2022   Q4 160,226 5.76 Reduce 0.26% 0.02 $219.35–276.76 · VW $248.51i $38,425,399 SEC
2022   Q3 160,640 6.13 Reduce 0.25% 0.02 $213.43–267.45 · VW $245.34i $37,413,000 SEC
2022   Q2 161,046 6.35 Reduce 0.00% <0.01 $241.51–294.18 · VW $265.72i $41,361,000 SEC
2022   Q1 161,051 6.68 Add 1.40% 0.09 $246.44–315.95 · VW $278.09i $49,654,000 SEC
2021   Q4 158,833 6.95 Reduce 1.12% 0.07 $271.52–344.30 · VW $304.87i $53,419,000 SEC
2021   Q3 160,638 6.38 Add 0.22% 0.01 $280.25–349.67 · VW $320.17i $45,287,000 SEC
2021   Q2 160,292 6.24 Reduce 1.82% 0.10 $243.00–305.84 · VW $283.57i $43,423,000 SEC
2021   Q1 163,269 5.74 Reduce 1.42% 0.09 $224.26–263.19 · VW $245.71i $38,494,000 SEC
2020   Q4 165,614 6.21 Add 0.40% 0.03 $209.11–246.13 · VW $229.21i $36,836,000 SEC
2020   Q3 164,947 6.75 Reduce 7.13% 0.49 $196.25–232.86 · VW $214.39i $34,693,000 SEC
2020   Q2 177,605 6.93 Reduce 3.48% 0.23 $181.35–231.15 · VW $212.68i $36,144,000 SEC
2020   Q1 184,013 6.60 Reduce 8.62% 0.45 $132.52–187.51 · VW $167.76i $29,021,000 SEC
2019   Q4 201,362 5.18 Reduce 0.61% 0.03 $146.65–190.70 · VW $166.45i $31,755,000 SEC
2019   Q3 202,606 5.01 Reduce 2.41% 0.12 $133.22–152.50 · VW $145.70i $28,168,000 SEC
2019   Q2 207,614 5.01 Reduce 7.90% 0.36 $119.01–141.68 · VW $132.85i $27,812,000 SEC
2019   Q1 225,420 4.62 Reduce 5.85% 0.27 $108.80–131.37 · VW $121.28i $26,586,000 SEC
2018   Q4 239,419 4.59 Add 0.04% <0.01 $93.96–113.42 · VW $106.47i $24,318,000 SEC
2018   Q3 239,328 4.44 Reduce 17.80% 0.86 $99.35–116.18 · VW $108.81i $27,372,000 SEC
2018   Q2 291,157 4.81 Reduce 7.66% 0.37 $97.26–112.78 · VW $107.46i $28,711,000 SEC
2018   Q1 315,309 4.79 Reduce 7.89% 0.37 $87.08–99.99 · VW $95.30i $28,778,000 SEC
2017   Q4 342,316 4.67 Reduce 2.42% 0.10 $80.70–96.07 · VW $90.18i $29,282,000 SEC
2017   Q3 350,799 4.31 Reduce 1.28% 0.05 $72.92–86.20 · VW $81.10i $26,131,000 SEC
2017   Q2 355,336 4.20 Reduce 0.23% <0.01 $68.02–74.96 · VW $72.58i $24,493,000 SEC
2017   Q1 356,164 4.12 Reduce 4.81% 0.19 $63.62–70.74 · VW $68.07i $23,457,000 SEC
2016   Q4 374,150 3.94 Add 0.54% 0.02 $58.80–65.91 · VW $62.90i $23,250,000 SEC
2016   Q3 372,146 3.78 Add 2.89% 0.11 $55.61–61.41 · VW $59.09i $21,436,000 SEC
2016   Q2 361,701 3.60 Add 3.48% 0.12 $48.04–58.70 · VW $54.73i $18,508,000 SEC
2016   Q1 349,526 3.81 Add 0.26% <0.01 $49.35–56.77 · VW $53.04i $19,304,000 SEC
2015   Q4 348,615 3.76 Reduce 44.91% 1.81 $48.19–56.85 · VW $51.97i $19,341,000 SEC
2015   Q3 632,845 4.04 Reduce 1.92% 0.07 $41.66–54.98 · VW $50.33i $28,010,000 SEC
2015   Q2 645,248 3.58 Reduce 7.63% 0.25 $39.72–48.41 · VW $43.88i $28,488,000 SEC
2015   Q1 698,546 3.29 Add 14.60% 0.42 $40.12–49.54 · VW $45.51i $28,399,000 SEC
2014   Q4 609,544 3.20 Reduce 1.05% 0.03 $40.23–49.06 · VW $44.38i $28,313,000 SEC
2014   Q3 616,003 3.32 Reduce 7.97% 0.25 $42.10–50.05 · VW $46.65i $28,558,000 SEC
2014   Q2 669,371 3.18 Reduce 3.70% 0.13 $39.86–45.71 · VW $43.67i $27,913,000 SEC
2014   Q1 695,056 3.41 Reduce 1.79% 0.06 $37.49–41.66 · VW $40.03i $28,490,000 SEC
2013   Q4 707,742 3.21 Reduce 2.35% 0.08 $34.63–38.98 · VW $37.31i $26,477,000 SEC
2013   Q3 724,808 3.26 Reduce 1.91% 0.07 $30.95–38.29 · VW $35.79i $24,122,000 SEC
2013   Q2 738,907 3.57 Reduce 2.37% 0.08 $30.84–36.43 · VW $33.56i $25,526,000 SEC
2013   Q1 756,811 3.20 Add 3.58% 0.11 $27.52–35.28 · VW $32.57i $21,649,000 SEC
2012   Q4 730,632 3.21 Reduce 0.09% <0.01 $26.26–28.23 · VW $27.43i $19,515,000 SEC
2012   Q3 731,316 3.25 Reduce 7.51% 0.26 $26.34–31.61 · VW $28.19i $21,764,000 SEC
2012   Q2 790,666 3.49 Reduce 4.35% 0.15 $28.32–31.14 · VW $30.09i $24,186,000 SEC
2012   Q1 826,649 3.50 Reduce 7.63% 0.25 $28.64–32.95 · VW $30.26i $26,664,000 SEC
2011   Q4 894,957 3.33 Reduce 5.40% 0.19 $25.16–32.00 · VW $29.63i $23,233,000 SEC
2011   Q3 946,015 3.51 Reduce 3.37% 0.10 $24.26–27.50 · VW $25.78i $23,546,000 SEC
2011   Q2 978,976 2.98 Add 4.59% 0.13 $23.65–28.15 · VW $26.13i $25,453,000 SEC
2011   Q1 935,993 2.78 Add 3.76% 0.10 $24.03–26.87 · VW $25.30i $23,737,000 SEC
2010   Q4 902,086 3.19 Add 3.61% 0.11 $25.56–29.46 · VW $27.20i $25,186,000 SEC
2010   Q3 870,648 3.09 Reduce 20.29% 0.66 $23.54–28.87 · VW $25.89i $21,322,000 SEC
2010   Q2 1,092,251 3.25 Reduce 1.53% 0.06 $22.73–26.93 · VW $24.38i $25,133,000 SEC
2010   Q1 1,109,227 3.71 Reduce 6.72% 0.26 $24.56–31.58 · VW $27.31i $32,486,000 SEC
2009   Q4 1,189,077 3.92 Reduce 7.53% 0.28 $27.57–31.50 · VW $29.25i $36,243,000 SEC
2009   Q3 1,285,885 3.75 Reduce 1.46% 0.06 $23.76–30.14 · VW $27.77i $33,073,000 SEC
2009   Q2 1,304,954 4.17 Reduce 7.67% 0.31 $20.86–25.72 · VW $23.74i $31,019,000 SEC
2009   Q1 1,413,353 4.07 Reduce 9.11% 0.36 $14.87–21.20 · VW $18.99i $25,963,000 SEC
2008   Q4 1,555,007 3.96 Reduce 3.22% 0.14 $16.10–21.25 · VW $17.83i $30,229,000 SEC
2008   Q3 1,606,775 4.21 Buy 4.21 $17.50–27.76 · VW $21.83i $42,885,000 SEC
2008   Q2 0 0.00 Sell 100.00% 3.76 $24.87–29.57 · VW $27.24i SEC
2008   Q1 1,615,300 3.76 Reduce 3.26% 0.14 $26.87–32.10 · VW $29.10i $45,842,000 SEC
2007   Q4 1,669,710 4.32 Reduce 13.14% 0.49 $27.02–36.72 · VW $30.31i $59,442,000 SEC
2007   Q3 1,922,244 3.74 Add 0.63% 0.02 $28.27–37.50 · VW $33.12i $56,629,000 SEC
2007   Q2 1,910,186 3.63 Add 0.73% 0.03 $27.51–31.84 · VW $29.36i $56,293,000 SEC
2007   Q1 1,896,291 3.79 Add 1.33% 0.05 $26.60–31.16 · VW $29.48i $52,850,000 SEC
2006   Q4 1,871,357 3.87 Reduce 2.01% 0.08 $27.79–31.48 · VW $29.15i $55,879,000 SEC
2006   Q3 1,909,701 3.85 Reduce 10.23% 0.37 $25.39–30.00 · VW $28.25i $52,230,000 SEC
2006   Q2 2,127,282 3.59 Add 2.59% 0.09 $21.46–26.25 · VW $24.47i $49,566,000 SEC
2006   Q1 2,073,676 3.74 Reduce 3.24% 0.12 $22.45–28.22 · VW $24.44i $56,425,000 SEC
2005   Q4 2,143,211 3.59 Reduce 7.27% 0.27 $26.10–28.38 · VW $27.12i $56,045,000 SEC
2005   Q3 2,311,166 3.70 Reduce 10.16% 0.37 $24.25–28.25 · VW $26.73i $59,466,000 SEC
2005   Q2 2,572,539 3.60 Reduce 2.68% 0.09 $24.50–27.94 · VW $26.61i $63,902,000 SEC
2005   Q1 2,643,362 3.43 Add 73.36% 1.45 $23.82–26.09 · VW $25.24i $63,890,000 SEC
2004   Q4 1,524,782 3.02 Add 2.60% 0.08 $25.13–27.44 · VW $25.91i $40,742,000 SEC
2004   Q3 1,486,120 3.35 Add 5.46% 0.17 $26.10–30.20 · VW $27.70i $41,091,000 SEC
2004   Q2 1,409,127 3.20 Add 17.95% 0.49 $25.86–29.89 · VW $27.68i $40,245,000 SEC
2004   Q1 1,194,711 2.43 Add 1617.50% 2.29 $24.01–27.72 · VW $25.99i $29,784,000 SEC
2003   Q4 69,561 0.21 Add 8.40% 0.02 $25.50–28.83 · VW $26.95i $1,904,000 SEC
2003   Q3 64,169 0.25 Add 3.59% <0.01 $24.84–30.00 · VW $26.85i $1,784,000 SEC
2003   Q2 61,944 0.25 Add 3.35% <0.01 $23.60–27.81 · VW $25.98i $1,588,000 SEC
2003   Q1 59,938 0.29 Reduce 0.96% <0.01 $22.55–26.80 · VW $24.65i $1,451,000 SEC
2002   Q4 60,522 0.25 Add 0.91% <0.01 $23.00–29.48 · VW $25.39i $1,564,000 SEC
2002   Q3 59,978 0.28 Reduce 8.41% 0.03 $21.56–29.32 · VW $26.57i $1,312,000 SEC
2002   Q2 65,482 0.31 Add 14.32% 0.04 $20.70–28.22 · VW $24.49i $1,791,000 SEC
2002   Q1 57,282 0.27 Add 15.43% 0.04 $24.17–32.50 · VW $27.38i $1,727,000 SEC
2001   Q4 49,624 0.27 Add 7.05% 0.02 $28.58–35.31 · VW $31.02i $1,644,000 SEC
2001   Q3 46,358 0.23 Add 97.34% 0.12 $23.75–34.17 · VW $30.01i $1,186,000 SEC
2001   Q2 23,492 0.16 Add 3.89% <0.01 $28.15–38.08 · VW $31.58i $857,000 SEC
2001   Q1 22,612 0.12 Add 18.94% 0.02 $24.88–36.08 · VW $31.85i $618,000 SEC
2000   Q4 19,012 0.08 Add 0.13% <0.01 $20.16–32.53 · VW $27.40i $412,000 SEC
2000   Q3 18,988 0.14 Add 15.87% 0.02 $24.22–36.19 · VW $29.70i $573,000 SEC
2000   Q2 16,388 0.26 Add 2.50% <0.01 $31.91–41.44 · VW $36.08i $656,000 SEC
2000   Q1 15,988 0.32 Reduce 23.24% 0.09 $30.19–57.50 · VW $39.66i $849,000 SEC
1999   Q4 20,828 0.40 Add 73.16% 0.17 $44.06–59.97 · VW $49.57i $1,216,000 SEC
1999   Q3 12,028 0.20 Add 3.44% <0.01 $42.19–48.94 · VW $45.55i $545,000 SEC
1999   Q2 11,628 0.18 Add 6.80% 0.01 $38.06–50.38 · VW $44.91i $524,000 SEC
1999   Q1 10,888 0.20 $44.82 $488,000 SEC
Price snapshot:
Current price$390.99
Avg. buy price$97.36
+/- since buy301.60%
52-week low$349.20
52-week high$551.05