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  Philip Morris International Inc. (PM)
← All PM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 0.02 $155.70–183.99 · VW $166.65i SEC
2025   Q2 1,229 0.02 Reduce 9.77% <0.01 $145.08–186.69 · VW $171.71i $223,838 SEC
2025   Q1 1,362 0.02 Buy 0.02 $116.12–159.51 · VW $144.64i $216,190 SEC
Price snapshot:
Current price$180.19
52-week low$138.43
52-week high$191.46