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  Johnson & Johnson (JNJ)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,622 0.04 Reduce 47.78% 0.03 $244.44 $396,482 SEC
2025   Q4 3,106 0.06 Reduce 0.16% <0.01 $206.95 $642,787 SEC
2025   Q3 3,111 0.05 Reduce 13.46% <0.01 $185.42 $576,842 SEC
2025   Q2 3,595 0.06 Add 6.52% <0.01 $152.75 $549,136 SEC
2025   Q1 3,375 0.06 $165.84 $559,710 SEC
2024   Q4 3,375 0.05 $144.62 $488,093 SEC
2024   Q3 3,375 0.06 Add 0.90% <0.01 $162.06 $546,953 SEC
2024   Q2 3,345 0.06 $146.19 $489,000 SEC
2024   Q1 3,345 0.06 Reduce 1.91% <0.01 $158.19 $529,146 SEC
2023   Q4 3,410 0.07 Reduce 0.29% <0.01 $156.74 $534,483 SEC
2023   Q3 3,420 0.08 Reduce 7.97% <0.01 $155.75 $532,665 SEC
2023   Q2 3,716 0.08 Add 0.03% $165.52 $615,072 SEC
2023   Q1 3,715 0.08 $155.00 $575,825 SEC
2022   Q4 3,715 0.10 $176.65 $656,255 SEC
2022   Q3 3,715 0.10 Reduce 3.03% <0.01 $163.39 $607,000 SEC
2022   Q2 3,831 0.10 Add 0.92% <0.01 $177.50 $680,000 SEC
2022   Q1 3,796 0.09 $177.29 $673,000 SEC
2021   Q4 3,796 0.08 $170.97 $649,000 SEC
2021   Q3 3,796 0.09 Reduce 7.44% <0.01 $161.49 $613,000 SEC
2021   Q2 4,101 0.10 Reduce 3.16% <0.01 $164.84 $676,000 SEC
2021   Q1 4,235 0.10 Reduce 83.84% 0.59 $164.34 $696,000 SEC
2020   Q4 26,212 0.70 Add 10.29% 0.07 $157.37 $4,125,000 SEC
2020   Q3 23,766 0.69 Reduce 9.23% 0.07 $148.87 $3,538,000 SEC
2020   Q2 26,182 0.71 Add 7.87% 0.05 $140.63 $3,682,000 SEC
2020   Q1 24,272 0.72 Reduce 28.35% 0.23 $131.14 $3,183,000 SEC
2019   Q4 33,877 0.81 Reduce 22.31% 0.22 $145.88 $4,942,000 SEC
2019   Q3 43,603 1.00 Reduce 11.68% 0.14 $129.37 $5,641,000 SEC
2019   Q2 49,372 1.24 Add 3.20% 0.04 $139.29 $6,877,000 SEC
2019   Q1 47,840 1.16 Add 0.50% <0.01 $139.80 $6,688,000 SEC
2018   Q4 47,604 1.16 Add 0.70% <0.01 $129.04 $6,143,000 SEC
2018   Q3 47,274 1.06 Reduce 5.71% 0.06 $138.17 $6,532,000 SEC
2018   Q2 50,135 1.02 Add 0.64% <0.01 $121.33 $6,083,000 SEC
2018   Q1 49,816 1.06 Add 1.79% 0.02 $128.15 $6,384,000 SEC
2017   Q4 48,942 1.09 Reduce 2.21% 0.02 $139.72 $6,838,000 SEC
2017   Q3 50,049 1.07 Add 1.59% 0.02 $130.01 $6,507,000 SEC
2017   Q2 49,266 1.12 Reduce 5.48% 0.06 $132.28 $6,517,000 SEC
2017   Q1 52,120 1.14 Add 6.33% 0.07 $124.56 $6,492,000 SEC
2016   Q4 49,015 0.96 Add 8.27% 0.07 $115.21 $5,647,000 SEC
2016   Q3 45,273 0.94 Add 8.68% 0.08 $118.13 $5,348,000 SEC
2016   Q2 41,656 0.98 Reduce 73.94% 2.52 $121.30 $5,053,000 SEC
2016   Q1 159,865 3.41 Reduce 8.54% 0.30 $108.20 $17,297,000 SEC
2015   Q4 174,800 3.49 Reduce 27.46% 0.89 $102.72 $17,955,000 SEC
2015   Q3 240,959 3.24 Reduce 0.66% 0.02 $93.35 $22,494,000 SEC
2015   Q2 242,566 2.97 Reduce 6.46% 0.20 $97.46 $23,640,000 SEC
2015   Q1 259,313 3.02 Reduce 0.68% 0.02 $100.60 $26,087,000 SEC
2014   Q4 261,093 3.08 Reduce 1.85% 0.06 $104.57 $27,302,000 SEC
2014   Q3 266,022 3.30 Reduce 4.69% 0.16 $106.59 $28,355,000 SEC
2014   Q2 279,115 3.32 Reduce 8.61% 0.31 $104.62 $29,201,000 SEC
2014   Q1 305,418 3.59 Add 0.62% 0.02 $98.23 $30,001,000 SEC
2013   Q4 303,539 3.38 Add 0.86% 0.03 $91.59 $27,801,000 SEC
2013   Q3 300,950 3.52 Add 0.47% 0.02 $86.69 $26,089,000 SEC
2013   Q2 299,541 3.59 Add 1.14% 0.04 $85.86 $25,719,000 SEC
2013   Q1 296,158 3.57 Reduce 0.69% 0.02 $81.53 $24,146,000 SEC
2012   Q4 298,223 3.43 Reduce 4.81% 0.16 $70.10 $20,905,000 SEC
2012   Q3 313,304 3.23 Add 17.89% 0.49 $68.91 $21,590,000 SEC
2012   Q2 265,754 2.59 Add 60.53% 0.98 $67.56 $17,954,000 SEC
2012   Q1 165,547 1.43 Add 398.91% 1.14 $65.96 $10,919,000 SEC
2011   Q4 33,182 0.31 Add 4.68% 0.01 $65.58 $2,176,000 SEC
2011   Q3 31,697 0.30 Add 2.51% <0.01 $63.70 $2,019,000 SEC
2011   Q2 30,922 0.24 Add 5.49% 0.01 $66.52 $2,057,000 SEC
2011   Q1 29,312 0.20 Add 9.08% 0.02 $59.26 $1,737,000 SEC
2010   Q4 26,872 0.21 Add 15.87% 0.03 $61.85 $1,662,000 SEC
2010   Q3 23,192 0.21 Add 1.89% <0.01 $61.96 $1,437,000 SEC
2010   Q2 22,762 0.17 Add 199.82% 0.11 $59.05 $1,344,000 SEC
2010   Q1 7,592 0.06 Reduce 1.30% <0.01 $65.20 $495,000 SEC
2009   Q4 7,692 0.05 $64.35 $495,000 SEC
2009   Q3 7,692 0.05 Reduce 0.65% <0.01 $60.84 $468,000 SEC
2009   Q2 7,742 0.06 Reduce 2.22% <0.01 $56.83 $440,000 SEC
2009   Q1 7,918 0.07 Add 1.62% <0.01 $52.54 $416,000 SEC
2008   Q4 7,792 0.06 Reduce 18.25% 0.02 $59.80 $466,000 SEC
2008   Q3 9,531 0.12 Reduce 2.56% <0.01 $69.25 $660,000 SEC
2008   Q2 9,781 0.07 Reduce 11.73% 0.04 $64.31 $629,000 SEC
2008   Q1 11,081 0.38 Buy 0.38 $64.89 $719,000 SEC
2007   Q4 0 0.00 Sell 100.00% 2.87 SEC
2007   Q3 662,013 2.87 Reduce 4.37% 0.12 $65.70 $43,494,000 SEC
2007   Q2 692,279 2.75 Add 54.81% 0.97 $61.62 $42,658,000 SEC
2007   Q1 447,186 1.93 Add 84.05% 0.88 $60.26 $26,947,000 SEC
2006   Q4 242,974 1.11 Add 8.16% 0.08 $66.02 $16,041,000 SEC
2006   Q3 224,636 1.07 Reduce 3.62% 0.04 $64.94 $14,588,000 SEC
2006   Q2 233,071 1.01 Add 750.34% 0.89 $59.92 $13,966,000 SEC
2006   Q1 27,409 0.11 Add 104.48% 0.06 $59.21 $1,623,000 SEC
2005   Q4 13,404 0.05 $60.13 $806,000 SEC
2005   Q3 13,404 0.05 Reduce 0.74% <0.01 $63.26 $848,000 SEC
2005   Q2 13,504 0.05 Reduce 2.88% <0.01 $65.02 $878,000 SEC
2005   Q1 13,904 0.26 Reduce 81.59% 0.29 $67.17 $934,000 SEC
2004   Q4 75,504 0.36 Add 336.34% 0.28 $63.41 $4,788,000 SEC
2004   Q3 17,304 0.08 Buy 0.08 $56.35 $975,000 SEC
2004   Q1 0 0.00 Sell 100.00% 0.96 SEC
2003   Q4 164,875 0.96 Add 3.32% 0.03 $51.66 $8,517,000 SEC
2003   Q3 159,578 1.09 Add 24.16% 0.21 $49.52 $7,902,000 SEC
2003   Q2 128,521 1.03 Reduce 45.61% 1.24 $51.70 $6,645,000 SEC
2003   Q1 236,301 2.71 Reduce 13.28% 0.31 $57.87 $13,675,000 SEC
2002   Q4 272,476 2.33 Add 123.13% 1.29 $53.71 $14,635,000 SEC
2002   Q3 122,118 1.39 Reduce 1.14% 0.01 $54.08 $6,604,000 SEC
2002   Q2 123,529 1.11 Add 3.56% 0.04 $52.26 $6,456,000 SEC
2002   Q1 119,285 1.20 Reduce 0.75% <0.01 $64.95 $7,748,000 SEC
2001   Q4 120,183 1.16 Add 7.55% 0.08 $59.10 $7,103,000 SEC
2001   Q3 111,747 1.22 Add 1.36% 0.02 $55.40 $6,191,000 SEC
2001   Q2 110,251 1.00 Add 124.77% 0.56 $50.00 $5,513,000 SEC
2001   Q1 49,051 0.83 Add 33.29% 0.21 $87.46 $4,290,000 SEC
2000   Q3 36,799 0.83 Reduce 0.27% <0.01 $93.94 $3,457,000 SEC
2000   Q2 36,899 1.48 Add 10.08% 0.14 $101.87 $3,759,000 SEC
2000   Q1 33,519 0.89 Add 312.59% 0.67 $70.26 $2,355,000 SEC
1999   Q4 8,124 0.25 Add 12.46% 0.03 $93.30 $758,000 SEC
1999   Q3 7,224 0.25 Add 0.26% <0.01 $91.92 $664,000 SEC
1999   Q2 7,205 0.24 Add 5.88% 0.01 $97.99 $706,000 SEC
1999   Q1 6,805 0.25 $93.46 $636,000 SEC