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  AT&T Inc. (T)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q2 0 0.00 Sell 100.00% 0.03 SEC
2022   Q1 9,107 0.03 Reduce 10.78% <0.01 $23.61 $215,000 SEC
2021   Q4 10,207 0.03 Buy 0.03 $24.59 $251,000 SEC
2021   Q3 0 0.00 Sell 100.00% 0.03 SEC
2021   Q2 7,017 0.03 Reduce 98.06% 1.61 $28.79 $202,000 SEC
2021   Q1 362,133 1.64 Add 4.80% 0.08 $30.27 $10,962,000 SEC
2020   Q4 345,536 1.68 Add 2.21% 0.04 $28.76 $9,938,000 SEC
2020   Q3 338,074 1.87 Reduce 5.52% 0.11 $28.51 $9,638,000 SEC
2020   Q2 357,820 2.07 Add 13.58% 0.25 $30.23 $10,817,000 SEC
2020   Q1 315,032 2.09 Add 3.07% 0.06 $29.15 $9,183,000 SEC
2019   Q4 305,642 1.95 Add 2.82% 0.05 $39.08 $11,944,000 SEC
2019   Q3 297,269 2.00 Reduce 17.68% 0.39 $37.84 $11,249,000 SEC
2019   Q2 361,133 2.18 Add 2.19% 0.05 $33.51 $12,102,000 SEC
2019   Q1 353,393 1.93 Add 8.36% 0.15 $31.36 $11,082,000 SEC
2018   Q4 326,140 1.76 Add 11.31% 0.18 $28.54 $9,308,000 SEC
2018   Q3 293,014 1.60 Add 24.73% 0.32 $33.58 $9,839,000 SEC
2018   Q2 234,910 1.26 Add 8.50% 0.10 $32.11 $7,543,000 SEC
2018   Q1 216,509 1.29 Add 24.02% 0.25 $35.65 $7,719,000 SEC
2017   Q4 174,582 1.08 Reduce 3.59% 0.04 $38.88 $6,788,000 SEC
2017   Q3 181,078 1.17 Add 2.81% 0.03 $39.17 $7,093,000 SEC
2017   Q2 176,121 1.14 Add 7.96% 0.08 $37.73 $6,645,000 SEC
2017   Q1 163,131 1.19 Add 7.71% 0.09 $41.55 $6,778,000 SEC
2016   Q4 151,450 1.09 Add 5.31% 0.06 $42.53 $6,441,000 SEC
2016   Q3 143,807 1.03 Add 23.55% 0.20 $40.61 $5,840,000 SEC
2016   Q2 116,392 0.98 Add 13.06% 0.11 $43.21 $5,029,000 SEC
2016   Q1 102,947 0.80 Reduce 0.54% <0.01 $39.17 $4,032,000 SEC
2015   Q4 103,506 0.69 Add 2.71% 0.02 $34.41 $3,562,000 SEC
2015   Q3 100,771 0.47 Add 15.52% 0.06 $32.58 $3,283,000 SEC
2015   Q2 87,234 0.39 Add 8.23% 0.03 $35.53 $3,099,000 SEC
2015   Q1 80,601 0.30 Add 4.78% 0.01 $32.65 $2,632,000 SEC
2014   Q4 76,923 0.29 Add 13.75% 0.04 $33.59 $2,584,000 SEC
2014   Q3 67,622 0.28 Add 6.26% 0.02 $35.24 $2,383,000 SEC
2014   Q2 63,638 0.26 Add 23.21% 0.05 $35.36 $2,250,000 SEC
2014   Q1 51,648 0.22 Add 2.11% <0.01 $35.06 $1,811,000 SEC
2013   Q4 50,580 0.22 Add 34.02% 0.06 $35.15 $1,778,000 SEC
2013   Q3 37,740 0.17 Add 8.94% 0.01 $33.81 $1,276,000 SEC
2013   Q2 34,642 0.17 Add 40.91% 0.05 $35.39 $1,226,000 SEC
2013   Q1 24,584 0.13 Add 61.38% 0.05 $36.69 $902,000 SEC
2012   Q4 15,234 0.08 Add 103.34% 0.04 $33.74 $514,000 SEC
2012   Q3 7,492 0.04 $37.64 $282,000 SEC
2012   Q2 7,492 0.04 Add 1.57% <0.01 $35.64 $267,000 SEC
2012   Q1 7,376 0.03 Reduce 5.45% <0.01 $31.18 $230,000 SEC
2011   Q4 7,801 0.03 Add 4.75% <0.01 $30.25 $236,000 SEC
2011   Q3 7,447 0.03 Reduce 2.62% <0.01 $28.47 $212,000 SEC
2011   Q2 7,647 0.03 Reduce 6.11% <0.01 $31.38 $240,000 SEC
2011   Q1 8,145 0.03 Buy 0.03 $30.57 $249,000 SEC
2009   Q1 0 0.00 Sell 100.00% 0.03 SEC
2008   Q4 7,196 0.03 Buy 0.03 $28.49 $205,000 SEC
2008   Q2 0 0.00 Sell 100.00% 0.12 SEC
2008   Q1 6,092 0.12 Buy 0.12 $38.25 $233,000 SEC
2007   Q4 0 0.00 Sell 100.00% 0.02 SEC
2007   Q3 6,913 0.02 Reduce 21.02% <0.01 $42.24 $292,000 SEC
2007   Q2 8,753 0.02 Add 18.06% <0.01 $41.47 $363,000 SEC
2007   Q1 7,414 0.02 Buy 0.02 $39.38 $292,000 SEC