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  AT&T Inc. (T)
← All T superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q2 0 0.00 Sell 100.00% 0.03 $18.18–21.53 · VW $19.50i SEC
2022   Q1 12,058 0.03 Reduce 10.77% <0.01 $17.11–20.35 · VW $18.77i $215,000 SEC
2021   Q4 13,514 0.03 Buy 0.03 $16.63–20.76 · VW $18.88i $251,000 SEC
2021   Q3 0 0.00 Sell 100.00% 0.03 $18.89–21.56 · VW $19.84i SEC
2021   Q2 9,291 0.03 Reduce 98.06% 1.61 $20.77–25.59 · VW $22.52i $202,000 SEC
2021   Q1 479,464 1.64 Add 4.80% 0.08 $21.06–24.09 · VW $22.96i $10,962,000 SEC
2020   Q4 457,490 1.68 Add 2.21% 0.04 $20.29–24.09 · VW $22.00i $9,938,000 SEC
2020   Q3 447,610 1.87 Reduce 5.52% 0.11 $19.90–23.24 · VW $21.18i $9,638,000 SEC
2020   Q2 473,754 2.07 Add 13.58% 0.25 $20.85–25.11 · VW $22.77i $10,817,000 SEC
2020   Q1 417,102 2.09 Add 3.07% 0.06 $19.70–29.32 · VW $24.01i $9,183,000 SEC
2019   Q4 404,670 1.95 Add 2.82% 0.05 $27.43–29.98 · VW $28.61i $11,944,000 SEC
2019   Q3 393,584 2.00 Reduce 17.68% 0.39 $25.07–29.36 · VW $27.83i $11,249,000 SEC
2019   Q2 478,140 2.18 Add 2.19% 0.05 $22.76–26.16 · VW $24.88i $12,102,000 SEC
2019   Q1 467,892 1.93 Add 8.36% 0.15 $21.84–24.56 · VW $23.26i $11,082,000 SEC
2018   Q4 431,809 1.76 Add 11.31% 0.18 $20.24–24.18 · VW $22.37i $9,308,000 SEC
2018   Q3 387,951 1.60 Add 24.73% 0.32 $21.79–25.91 · VW $23.62i $9,839,000 SEC
2018   Q2 311,021 1.26 Add 8.50% 0.10 $22.76–26.08 · VW $24.33i $7,543,000 SEC
2018   Q1 286,658 1.29 Add 24.02% 0.25 $24.52–29.68 · VW $26.30i $7,719,000 SEC
2017   Q4 231,147 1.08 Reduce 3.59% 0.04 $24.58–29.71 · VW $27.53i $6,788,000 SEC
2017   Q3 239,747 1.17 Add 2.81% 0.03 $25.17–30.06 · VW $26.88i $7,093,000 SEC
2017   Q2 233,184 1.14 Add 7.96% 0.08 $27.05–29.98 · VW $28.83i $6,645,000 SEC
2017   Q1 215,985 1.19 Add 7.71% 0.09 $29.85–32.25 · VW $30.68i $6,778,000 SEC
2016   Q4 200,520 1.09 Add 5.32% 0.06 $27.27–32.50 · VW $30.54i $6,441,000 SEC
2016   Q3 190,400 1.03 Add 23.55% 0.20 $27.39–32.85 · VW $29.35i $5,840,000 SEC
2016   Q2 154,103 0.98 Add 13.06% 0.11 $28.53–33.15 · VW $31.46i $5,029,000 SEC
2016   Q1 136,302 0.80 Reduce 0.54% <0.01 $27.03–30.00 · VW $28.78i $4,032,000 SEC
2015   Q4 137,042 0.69 Add 2.71% 0.02 $24.34–27.24 · VW $26.27i $3,562,000 SEC
2015   Q3 133,421 0.47 Add 15.52% 0.06 $23.39–26.45 · VW $25.05i $3,283,000 SEC
2015   Q2 115,498 0.39 Add 8.23% 0.03 $24.95–27.53 · VW $26.24i $3,099,000 SEC
2015   Q1 106,716 0.30 Add 4.78% 0.01 $24.45–26.61 · VW $25.74i $2,632,000 SEC
2014   Q4 101,846 0.29 Add 13.75% 0.04 $24.22–27.30 · VW $25.46i $2,584,000 SEC
2014   Q3 89,532 0.28 Add 6.26% 0.02 $25.00–27.31 · VW $26.21i $2,383,000 SEC
2014   Q2 84,257 0.26 Add 23.22% 0.05 $26.15–28.31 · VW $27.11i $2,250,000 SEC
2014   Q1 68,382 0.22 Add 2.11% <0.01 $23.97–27.50 · VW $26.15i $1,811,000 SEC
2013   Q4 66,968 0.22 Add 34.02% 0.06 $24.18–27.79 · VW $25.71i $1,778,000 SEC
2013   Q3 49,968 0.17 Add 8.94% 0.01 $24.99–27.56 · VW $26.63i $1,276,000 SEC
2013   Q2 45,866 0.17 Add 40.91% 0.05 $25.76–28.68 · VW $27.02i $1,226,000 SEC
2013   Q1 32,549 0.13 Add 61.37% 0.05 $26.44–29.46 · VW $28.06i $902,000 SEC
2012   Q4 20,170 0.08 Add 103.35% 0.04 $24.71–26.81 · VW $25.93i $514,000 SEC
2012   Q3 9,919 0.04 $28.43 $282,000 SEC
2012   Q2 9,919 0.04 Add 1.57% <0.01 $24.52–28.78 · VW $27.32i $267,000 SEC
2012   Q1 9,766 0.03 Reduce 5.45% <0.01 $22.34–24.89 · VW $24.03i $230,000 SEC
2011   Q4 10,329 0.03 Add 4.76% <0.01 $20.70–23.17 · VW $22.03i $236,000 SEC
2011   Q3 9,860 0.03 Reduce 2.62% <0.01 $20.61–22.72 · VW $21.82i $212,000 SEC
2011   Q2 10,125 0.03 Reduce 6.11% <0.01 $21.73–24.12 · VW $22.65i $240,000 SEC
2011   Q1 10,784 0.03 Buy 0.03 $20.60–24.03 · VW $22.71i $249,000 SEC
2009   Q1 0 0.00 Sell 100.00% 0.03 $16.19–20.46 · VW $18.67i SEC
2008   Q4 9,528 0.03 Buy 0.03 $17.61–23.15 · VW $19.79i $205,000 SEC
2008   Q2 0 0.00 Sell 100.00% 0.02 $23.06–30.74 · VW $25.69i SEC
2008   Q1 8,066 0.02 Reduce 11.88% <0.01 $24.89–29.92 · VW $28.01i $233,000 SEC
2007   Q4 9,153 0.02 $31.36 $287,000 SEC
2007   Q3 9,153 0.02 Reduce 21.02% <0.01 $27.59–32.45 · VW $30.54i $292,000 SEC
2007   Q2 11,589 0.02 Add 18.06% <0.01 $29.03–31.67 · VW $30.09i $363,000 SEC
2007   Q1 9,816 0.02 Buy 0.02 $26.58–30.32 · VW $28.71i $292,000 SEC
Price snapshot:
Current price$21.55
52-week low$19.63
52-week high$28.75