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  SLB N.V. (SLB)
← All SLB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 0.80 $42.73–56.14 · VW $47.23i SEC
2022   Q4 99,779 0.80 Reduce 26.59% 0.21 $46.83–59.45 · VW $53.16i $5,334,185 SEC
2022   Q3 135,925 0.80 Reduce 0.83% <0.01 $33.80–56.04 · VW $47.13i $4,880,000 SEC
2022   Q2 137,067 0.75 Reduce 4.37% 0.04 $30.65–49.83 · VW $39.54i $4,902,000 SEC
2022   Q1 143,337 0.80 Reduce 0.80% <0.01 $36.67–48.69 · VW $43.77i $5,921,000 SEC
2021   Q4 144,493 0.56 Add 2.74% 0.01 $27.65–42.64 · VW $36.51i $4,328,000 SEC
2021   Q3 140,642 0.59 Add 0.65% <0.01 $26.44–34.99 · VW $30.04i $4,169,000 SEC
2021   Q2 139,734 0.64 Reduce 0.73% <0.01 $25.90–36.87 · VW $30.27i $4,473,000 SEC
2021   Q1 140,761 0.57 Add 0.63% <0.01 $24.52–34.33 · VW $30.06i $3,827,000 SEC
2020   Q4 139,877 0.52 Reduce 13.73% 0.07 $20.87–29.87 · VW $26.22i $3,054,000 SEC
2020   Q3 162,142 0.49 Add 7.77% 0.04 $13.70–22.50 · VW $19.00i $2,523,000 SEC
2020   Q2 150,456 0.53 Add 26.46% 0.11 $16.96–23.74 · VW $19.90i $2,767,000 SEC
2020   Q1 118,971 0.37 Reduce 48.87% 0.75 $11.87–27.91 · VW $19.42i $1,605,000 SEC
2019   Q4 232,702 1.53 Reduce 18.80% 0.33 $25.45–41.14 · VW $31.23i $9,355,000 SEC
2019   Q3 286,574 1.74 Add 0.13% <0.01 $30.65–40.25 · VW $35.70i $9,792,000 SEC
2019   Q2 286,212 2.05 Reduce 5.92% 0.14 $31.03–41.40 · VW $34.95i $11,374,000 SEC
2019   Q1 304,209 2.30 Add 87.39% 1.07 $34.46–48.88 · VW $39.34i $13,254,000 SEC
2018   Q4 162,340 1.11 Reduce 19.85% 0.40 $34.99–46.61 · VW $41.89i $5,857,000 SEC
2018   Q3 202,546 2.00 Add 8.17% 0.15 $44.68–63.65 · VW $51.14i $12,339,000 SEC
2018   Q2 187,241 2.10 Add 1.13% 0.02 $61.82–70.47 · VW $65.15i $12,551,000 SEC
2018   Q1 185,140 2.00 Reduce 2.98% 0.06 $62.02–75.43 · VW $68.71i $11,993,000 SEC
2017   Q4 190,822 2.05 Add 24.85% 0.41 $61.78–80.35 · VW $69.26i $12,859,000 SEC
2017   Q3 152,839 1.76 Reduce 0.72% 0.01 $61.02–70.01 · VW $64.63i $10,662,000 SEC
2017   Q2 153,944 1.74 Add 8.86% 0.14 $62.56–70.69 · VW $65.59i $10,136,000 SEC
2017   Q1 141,421 1.94 Reduce 7.92% 0.17 $68.23–82.69 · VW $73.50i $11,045,000 SEC
2016   Q4 153,590 2.19 Reduce 0.71% 0.02 $79.48–87.84 · VW $82.56i $12,894,000 SEC
2016   Q3 154,694 2.15 Reduce 2.59% 0.06 $74.33–84.37 · VW $80.92i $12,165,000 SEC
2016   Q2 158,801 2.44 Reduce 2.96% 0.07 $74.53–83.97 · VW $79.17i $12,558,000 SEC
2016   Q1 163,641 2.38 Reduce 4.22% 0.10 $71.34–81.96 · VW $76.53i $12,069,000 SEC
2015   Q4 170,848 2.32 Reduce 34.88% 0.91 $59.60–78.22 · VW $69.85i $11,917,000 SEC
2015   Q3 262,350 2.61 Add 0.28% <0.01 $66.57–82.43 · VW $75.38i $18,094,000 SEC
2015   Q2 261,609 2.83 Reduce 9.30% 0.26 $68.01–92.61 · VW $79.33i $22,548,000 SEC
2015   Q1 288,444 2.79 Add 1.58% 0.04 $79.39–95.13 · VW $88.43i $24,068,000 SEC
2014   Q4 283,954 2.74 Add 6.40% 0.16 $75.60–89.00 · VW $82.92i $24,253,000 SEC
2014   Q3 266,863 3.16 Reduce 3.22% 0.12 $83.25–109.93 · VW $93.04i $27,137,000 SEC
2014   Q2 275,730 3.70 Reduce 6.57% 0.23 $102.91–118.76 · VW $110.44i $32,522,000 SEC
2014   Q1 295,112 3.44 Reduce 1.11% 0.04 $88.88–104.21 · VW $99.04i $28,773,000 SEC
2013   Q4 298,425 3.26 Add 0.16% <0.01 $84.91–93.84 · VW $90.58i $26,891,000 SEC
2013   Q3 297,946 3.55 Reduce 5.81% 0.18 $81.68–94.91 · VW $88.34i $26,327,000 SEC
2013   Q2 316,334 3.17 Add 11.24% 0.32 $70.25–85.02 · VW $78.74i $22,668,000 SEC
2013   Q1 284,382 3.15 Add 6.47% 0.19 $69.08–79.74 · VW $73.95i $21,297,000 SEC
2012   Q4 267,107 3.04 Add 25.61% 0.62 $67.60–82.00 · VW $75.82i $18,510,000 SEC
2012   Q3 212,652 2.30 Add 73.27% 0.97 $66.85–78.47 · VW $72.31i $15,381,000 SEC
2012   Q2 122,728 1.15 Add 641.56% 1.00 $59.12–75.68 · VW $69.06i $7,966,000 SEC
2012   Q1 16,550 0.15 Reduce 1.05% <0.01 $61.23–78.89 · VW $67.79i $1,157,000 SEC
2011   Q4 16,725 0.16 $68.28 $1,142,000 SEC
2011   Q3 16,725 0.15 Buy 0.15 $54.79–79.54 · VW $69.89i $999,000 SEC
2003   Q2 0 0.00 Sell 100.00% 1.49 $22.25–25.08 · VW $24.03i SEC
2003   Q1 396,480 1.49 Reduce 38.63% 0.83 $18.04–24.50 · VW $22.28i $7,535,000 SEC
2002   Q4 646,062 2.16 Reduce 1.14% 0.03 $17.81–23.42 · VW $20.68i $13,596,000 SEC
2002   Q3 653,492 2.64 Add 11.10% 0.26 $16.70–22.25 · VW $20.36i $12,567,000 SEC
2002   Q2 588,192 2.34 Add 7.81% 0.17 $17.93–25.92 · VW $21.82i $13,675,000 SEC
2002   Q1 545,586 2.49 Add 1.34% 0.03 $25.66–31.22 · VW $27.56i $16,046,000 SEC
2001   Q4 538,360 2.42 Add 28.14% 0.53 $23.64–29.93 · VW $27.56i $14,791,000 SEC
2001   Q3 420,148 1.89 Buy 1.89 $20.42–27.08 · VW $23.83i $9,600,000 SEC
2000   Q1 0 0.00 Sell 100.00% 1.35 $33.41–42.19 · VW $37.46i SEC
1999   Q4 146,790 1.35 Reduce 0.74% 0.01 $26.34–36.94 · VW $33.40i $4,119,000 SEC
1999   Q3 147,890 1.72 Reduce 9.57% 0.16 $26.81–35.34 · VW $30.84i $4,608,000 SEC
1999   Q2 163,540 1.72 Add 3.64% 0.06 $29.31–34.44 · VW $32.36i $4,970,000 SEC
1999   Q1 157,790 1.90 $30.09 $4,748,000 SEC
Price snapshot:
Current price$47.36
52-week low$31.05
52-week high$58.51