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  L3Harris Technologies Inc. (LHX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 1.07 SEC
2025   Q4 40,674 1.07 Reduce 1.85% 0.02 $293.57 $11,940,550 SEC
2025   Q3 41,442 1.17 Reduce 25.01% 0.35 $305.41 $12,656,884 SEC
2025   Q2 55,261 1.40 Reduce 1.95% 0.03 $250.84 $13,861,768 SEC
2025   Q1 56,360 1.30 Add 0.07% <0.01 $209.31 $11,796,712 SEC
2024   Q4 56,323 1.29 Reduce 1.56% 0.02 $210.28 $11,843,600 SEC
2024   Q3 57,218 1.51 Reduce 1.43% 0.02 $237.87 $13,610,446 SEC
2024   Q2 58,047 1.56 Reduce 1.79% 0.03 $224.58 $13,036,000 SEC
2024   Q1 59,103 1.51 Reduce 5.64% 0.09 $213.10 $12,594,849 SEC
2023   Q4 62,633 1.68 Add 6.60% 0.10 $210.62 $13,191,762 SEC
2023   Q3 58,756 1.46 Add 61.64% 0.56 $174.12 $10,230,595 SEC
2023   Q2 36,350 0.98 Add 48.51% 0.32 $195.77 $7,116,240 SEC
2023   Q1 24,476 0.69 Add 5.80% 0.04 $196.24 $4,803,170 SEC
2022   Q4 23,135 0.72 Reduce 0.78% <0.01 $208.21 $4,816,938 SEC
2022   Q3 23,318 0.79 Reduce 1.35% 0.01 $207.82 $4,846,000 SEC
2022   Q2 23,637 0.88 Reduce 0.22% <0.01 $241.70 $5,713,000 SEC
2022   Q1 23,690 0.79 Add 0.26% <0.01 $248.46 $5,886,000 SEC
2021   Q4 23,628 0.66 Reduce 0.72% <0.01 $213.22 $5,038,000 SEC
2021   Q3 23,799 0.74 Reduce 0.59% <0.01 $220.22 $5,241,000 SEC
2021   Q2 23,941 0.74 Add 0.18% <0.01 $216.16 $5,175,000 SEC
2021   Q1 23,899 0.72 Add 58.41% 0.27 $202.69 $4,844,000 SEC
2020   Q4 15,087 0.48 Add 83.83% 0.22 $189.04 $2,852,000 SEC
2020   Q3 8,207 0.27 Buy 0.27 $169.86 $1,394,000 SEC