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  Pfizer Inc. (PFE)
← All PFE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.89 $23.06–26.11 · VW $24.64i SEC
2025   Q1 318,813 0.89 Add 25.87% 0.18 $20.92–27.24 · VW $23.88i $8,078,730 SEC
2024   Q4 253,278 0.73 Reduce 13.08% 0.12 $25.06–27.57 · VW $26.35i $6,719,465 SEC
2024   Q3 291,405 0.94 Reduce 1.97% 0.02 $24.48–30.43 · VW $27.04i $8,433,261 SEC
2024   Q2 297,256 0.99 Add 6.97% 0.06 $26.87–31.54 · VW $29.14i $8,317,000 SEC
2024   Q1 277,879 0.92 Add 33.25% 0.23 $25.20–29.63 · VW $27.83i $7,711,142 SEC
2023   Q4 208,540 0.76 Add 7.36% 0.05 $25.76–30.28 · VW $27.53i $6,003,867 SEC
2023   Q3 194,235 0.92 Add 71.17% 0.38 $28.93–36.29 · VW $31.90i $6,442,775 SEC
2023   Q2 113,474 0.57 Buy 0.57 $34.66–40.37 · VW $36.80i $4,162,226 SEC
2019   Q4 0 0.00 Sell 100.00% 0.04 $30.86–38.87 · VW $33.81i SEC
2019   Q3 5,951 0.04 Reduce 97.28% 1.58 $32.83–36.94 · VW $35.44i $203,000 SEC
2019   Q2 218,806 1.62 Add 0.25% <0.01 $32.23–42.28 · VW $36.08i $8,993,000 SEC
2019   Q1 218,251 1.53 Reduce 0.77% 0.01 $36.45–41.55 · VW $39.13i $8,794,000 SEC
2018   Q4 219,940 1.72 Reduce 10.78% 0.18 $37.45–44.09 · VW $40.89i $9,109,000 SEC
2018   Q3 246,528 1.67 Reduce 5.95% 0.09 $39.11–43.89 · VW $42.29i $10,308,000 SEC
2018   Q2 262,118 1.51 Reduce 0.73% 0.01 $33.90–40.58 · VW $37.96i $9,022,000 SEC
2018   Q1 264,041 1.48 Add 1.73% 0.03 $32.56–35.36 · VW $34.00i $8,891,000 SEC
2017   Q4 259,550 1.42 Add 2.50% 0.03 $31.50–37.41 · VW $34.45i $8,919,000 SEC
2017   Q3 253,229 1.41 Add 1.93% 0.03 $32.02–34.90 · VW $33.77i $8,577,000 SEC
2017   Q2 248,439 1.36 Add 4.49% 0.06 $30.05–32.71 · VW $31.65i $7,918,000 SEC
2017   Q1 237,754 1.36 Add 9.64% 0.12 $30.33–32.97 · VW $31.43i $7,717,000 SEC
2016   Q4 216,852 1.13 Add 10.82% 0.11 $28.95–32.69 · VW $31.34i $6,683,000 SEC
2016   Q3 195,684 1.11 Add 17.42% 0.16 $28.30–33.20 · VW $30.66i $6,288,000 SEC
2016   Q2 166,648 1.08 Add 1.10% 0.01 $31.81–35.47 · VW $33.43i $5,567,000 SEC
2016   Q1 164,829 0.91 Add 11.76% 0.10 $27.27–32.97 · VW $31.05i $4,635,000 SEC
2015   Q4 147,482 0.88 Add 2.79% 0.02 $26.80–32.10 · VW $29.02i $4,517,000 SEC
2015   Q3 143,474 0.62 Add 2.39% 0.01 $29.07–34.22 · VW $31.46i $4,276,000 SEC
2015   Q2 140,130 0.56 Add 9.30% 0.05 $27.01–34.59 · VW $30.72i $4,458,000 SEC
2015   Q1 128,208 0.49 Add 0.86% <0.01 $31.51–33.71 · VW $32.73i $4,232,000 SEC
2014   Q4 127,117 0.42 Add 10.87% 0.04 $29.01–33.18 · VW $31.58i $3,757,000 SEC
2014   Q3 114,655 0.37 Add 4.20% 0.01 $26.10–30.02 · VW $28.56i $3,217,000 SEC
2014   Q2 110,031 0.35 Add 16.50% 0.05 $26.44–29.71 · VW $28.01i $3,098,000 SEC
2014   Q1 94,449 0.34 Add 1.51% <0.01 $27.30–31.27 · VW $28.89i $2,878,000 SEC
2013   Q4 93,048 0.33 Add 22.86% 0.06 $28.14–30.75 · VW $29.78i $2,704,000 SEC
2013   Q3 75,736 0.28 Add 4.10% 0.01 $26.43–30.83 · VW $29.12i $2,064,000 SEC
2013   Q2 72,751 0.27 Add 55.12% 0.10 $25.73–28.87 · VW $27.12i $1,933,000 SEC
2013   Q1 46,899 0.19 Add 4.92% <0.01 $25.76–29.55 · VW $27.05i $1,284,000 SEC
2012   Q4 44,701 0.17 Reduce 0.75% <0.01 $23.37–26.41 · VW $25.25i $1,064,000 SEC
2012   Q3 45,038 0.16 Buy 0.16 $22.34–24.75 · VW $23.61i $1,062,000 SEC
2010   Q3 0 0.00 Sell 100.00% 0.06 $15.25–16.98 · VW $15.90i SEC
2010   Q2 34,388 0.06 Buy 0.06 $13.28–15.75 · VW $14.71i $465,000 SEC
2009   Q1 0 0.00 Sell 100.00% 1.38 $11.02–14.80 · VW $13.41i SEC
2008   Q4 625,067 1.38 Reduce 5.26% 0.06 $11.65–17.53 · VW $13.62i $10,503,000 SEC
2008   Q3 659,785 1.13 Buy 1.13 $13.53–18.59 · VW $15.90i $11,543,000 SEC
2008   Q2 0 0.00 Sell 100.00% 3.09 $16.24–19.10 · VW $17.82i SEC
2008   Q1 1,892,344 3.09 Reduce 7.82% 0.25 $18.18–21.29 · VW $19.28i $37,578,000 SEC
2007   Q4 2,052,797 3.21 Reduce 2.88% 0.09 $20.46–23.24 · VW $21.61i $44,270,000 SEC
2007   Q3 2,113,762 3.24 Add 2.20% 0.07 $21.10–24.39 · VW $22.68i $48,994,000 SEC
2007   Q2 2,068,197 3.23 Add 8.57% 0.26 $21.94–26.31 · VW $23.94i $50,174,000 SEC
2007   Q1 1,904,874 3.27 Add 3.15% 0.10 $23.29–26.21 · VW $25.20i $45,652,000 SEC
2006   Q4 1,846,667 3.14 Reduce 1.47% 0.05 $22.30–26.43 · VW $24.14i $45,378,000 SEC
2006   Q3 1,874,294 3.71 Reduce 13.19% 0.46 $23.72–27.13 · VW $25.65i $50,432,000 SEC
2006   Q2 2,159,121 3.49 Reduce 3.33% 0.12 $21.02–26.45 · VW $24.54i $48,078,000 SEC
2006   Q1 2,233,524 3.50 Add 6.46% 0.21 $22.31–25.24 · VW $23.33i $52,808,000 SEC
2005   Q4 2,098,031 2.98 Reduce 5.94% 0.20 $19.23–25.46 · VW $23.18i $46,419,000 SEC
2005   Q3 2,230,434 3.29 Reduce 7.25% 0.26 $19.65–25.28 · VW $21.68i $52,841,000 SEC
2005   Q2 2,404,800 3.54 Reduce 7.98% 0.28 $23.49–27.71 · VW $25.13i $62,926,000 SEC
2005   Q1 2,613,401 3.50 Add 12.16% 0.38 $24.10–27.46 · VW $26.01i $65,137,000 SEC
2004   Q4 2,329,970 4.41 Add 17.78% 0.67 $20.86–27.61 · VW $24.47i $59,443,000 SEC
2004   Q3 1,978,177 4.69 Add 10.42% 0.44 $25.19–31.36 · VW $27.63i $57,431,000 SEC
2004   Q2 1,791,528 4.64 Add 0.16% <0.01 $29.40–34.44 · VW $31.61i $58,267,000 SEC
2004   Q1 1,788,586 4.85 Add 21.78% 0.87 $31.78–36.02 · VW $33.78i $59,478,000 SEC
2003   Q4 1,468,753 5.53 Add 3.13% 0.17 $32.12–36.90 · VW $34.60i $49,232,000 SEC
2003   Q3 1,424,157 5.68 Add 20.44% 0.96 $27.99–32.73 · VW $30.86i $41,049,000 SEC
2003   Q2 1,182,507 5.95 Add 143.77% 3.51 $27.92–35.03 · VW $30.45i $38,314,000 SEC
2003   Q1 485,101 2.83 Add 1.70% 0.05 $26.89–32.02 · VW $29.45i $14,341,000 SEC
2002   Q4 476,980 2.20 Add 2848.51% 2.12 $26.47–30.48 · VW $28.42i $13,834,000 SEC
2002   Q3 16,177 0.09 Reduce 5.78% <0.01 $25.62–32.26 · VW $29.26i $445,000 SEC
2002   Q2 17,170 0.10 Reduce 10.94% 0.01 $23.84–35.14 · VW $30.12i $570,000 SEC
2002   Q1 19,280 0.11 Reduce 34.09% 0.06 $32.55–39.75 · VW $35.04i $727,000 SEC
2001   Q4 29,254 0.18 Add 19.52% 0.03 $36.36–41.69 · VW $38.97i $1,106,000 SEC
2001   Q3 24,477 0.18 Add 32.32% 0.04 $32.26–41.78 · VW $38.38i $931,000 SEC
2001   Q2 18,498 0.13 Add 58.54% 0.05 $35.28–42.69 · VW $38.11i $703,000 SEC
2001   Q1 11,668 0.09 Add 4.01% <0.01 $32.35–42.73 · VW $38.59i $453,000 SEC
2000   Q4 11,218 0.10 Add 4.93% <0.01 $38.43–45.60 · VW $42.24i $490,000 SEC
2000   Q3 10,691 0.11 Add 8.86% <0.01 $37.36–44.06 · VW $41.15i $456,000 SEC
2000   Q2 9,821 0.18 Add 30.34% 0.04 $39.61–46.73 · VW $42.42i $447,000 SEC
2000   Q1 7,535 0.10 $34.64 $261,000 SEC
1999   Q4 7,535 0.08 Reduce 26.79% 0.04 $28.46–35.99 · VW $31.65i $232,000 SEC
1999   Q3 10,292 0.13 $34.00 $350,000 SEC
1999   Q2 10,292 0.12 Add 9.22% 0.01 $29.93–38.60 · VW $34.78i $355,000 SEC
1999   Q1 9,423 0.17 $43.83 $413,000 SEC
Price snapshot:
Current price$24.48
52-week low$21.97
52-week high$28.28