David Katz - Matrix Asset Advisors Inc
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  Archer-Daniels-Midland (ADM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2014   Q1 0 0.00 Sell 100.00% 2.01 SEC
2013   Q4 380,907 2.01 Reduce 25.64% 0.65 $43.40 $16,531,000 SEC
2013   Q3 512,267 2.55 Reduce 7.83% 0.21 $36.84 $18,872,000 SEC
2013   Q2 555,789 2.63 Reduce 2.08% 0.06 $33.91 $18,847,000 SEC
2013   Q1 567,590 2.83 Reduce 3.48% 0.09 $33.73 $19,145,000 SEC
2012   Q4 588,042 2.65 Reduce 5.42% 0.14 $27.39 $16,106,000 SEC
2012   Q3 621,723 2.53 Add 22.98% 0.47 $27.18 $16,898,000 SEC
2012   Q2 505,534 2.16 Reduce 5.22% 0.12 $29.52 $14,923,000 SEC
2012   Q1 533,399 2.21 Reduce 7.48% 0.18 $31.66 $16,887,000 SEC
2011   Q4 576,498 2.36 Reduce 7.10% 0.16 $28.60 $16,488,000 SEC
2011   Q3 620,583 2.30 Add 0.95% 0.02 $24.81 $15,397,000 SEC
2011   Q2 614,725 2.17 Add 21.38% 0.38 $30.15 $18,534,000 SEC
2011   Q1 506,433 2.14 Reduce 0.38% <0.01 $36.01 $18,237,000 SEC
2010   Q4 508,354 1.93 Add 9.14% 0.16 $30.08 $15,291,000 SEC
2010   Q3 465,770 2.16 Add 1.59% 0.03 $31.92 $14,867,000 SEC
2010   Q2 458,485 1.53 Buy 1.53 $25.82 $11,838,000 SEC