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  QUALCOMM Inc. (QCOM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 287,239 3.39 Add 32.03% 0.82 $128.78 $36,990,693 SEC
2025   Q4 217,557 3.34 Add 0.24% <0.01 $171.05 $37,213,198 SEC
2025   Q3 217,037 3.35 Add 4.48% 0.14 $166.36 $36,106,235 SEC
2025   Q2 207,733 3.35 Add 8.93% 0.27 $159.26 $33,083,490 SEC
2025   Q1 190,697 3.23 Add 9.44% 0.28 $153.61 $29,292,966 SEC
2024   Q4 174,254 2.92 Add 3.93% 0.11 $153.62 $26,768,899 SEC
2024   Q3 167,660 3.17 Add 15.84% 0.43 $170.05 $28,510,583 SEC
2024   Q2 144,739 3.44 Reduce 21.06% 0.78 $199.18 $28,829,000 SEC
2024   Q1 183,356 3.71 Reduce 9.73% 0.36 $169.30 $31,042,171 SEC
2023   Q4 203,112 3.74 Reduce 1.36% 0.04 $144.63 $29,376,089 SEC
2023   Q3 205,905 3.26 Add 1.42% 0.05 $111.06 $22,867,809 SEC
2023   Q2 203,024 3.33 Add 2.46% 0.08 $119.04 $24,167,977 SEC
2023   Q1 198,159 3.66 Add 0.80% 0.03 $127.58 $25,281,125 SEC
2022   Q4 196,586 3.24 Add 4.48% 0.14 $109.94 $21,612,665 SEC
2022   Q3 188,162 3.48 Reduce 3.66% 0.14 $112.98 $21,259,000 SEC
2022   Q2 195,302 3.83 Add 7.77% 0.28 $127.74 $24,948,000 SEC
2022   Q1 181,218 3.72 Add 11.22% 0.38 $152.82 $27,694,000 SEC
2021   Q4 162,931 3.88 Reduce 0.12% <0.01 $182.87 $29,795,000 SEC
2021   Q3 163,125 2.96 Add 4.18% 0.12 $128.98 $21,040,000 SEC
2021   Q2 156,586 3.22 Add 15.34% 0.43 $142.93 $22,381,000 SEC
2021   Q1 135,761 2.69 Add 1.83% 0.05 $132.59 $18,001,000 SEC
2020   Q4 133,324 3.43 Reduce 1.65% 0.05 $152.34 $20,311,000 SEC
2020   Q3 135,566 3.10 Reduce 29.21% 0.98 $117.68 $15,953,000 SEC
2020   Q2 191,510 3.35 Add 19.15% 0.54 $91.21 $17,468,000 SEC
2020   Q1 160,731 2.47 Reduce 1.42% 0.03 $67.65 $10,873,000 SEC
2019   Q4 163,045 2.35 Reduce 33.59% 1.12 $88.23 $14,385,000 SEC
2019   Q3 245,518 3.33 Reduce 11.80% 0.45 $76.28 $18,728,000 SEC
2019   Q2 278,367 3.82 Reduce 21.68% 0.76 $76.07 $21,175,000 SEC
2019   Q1 355,428 3.52 Reduce 0.98% 0.04 $57.03 $20,270,000 SEC
2018   Q4 358,933 3.86 Add 6.75% 0.24 $56.91 $20,427,000 SEC
2018   Q3 336,244 3.93 Reduce 5.00% 0.17 $72.03 $24,220,000 SEC
2018   Q2 353,953 3.33 Add 5.80% 0.18 $56.12 $19,864,000 SEC
2018   Q1 334,548 3.09 Add 3.27% 0.10 $55.41 $18,537,000 SEC
2017   Q4 323,957 3.31 Add 2.68% 0.09 $64.02 $20,740,000 SEC
2017   Q3 315,513 2.70 Add 12.60% 0.30 $51.84 $16,356,000 SEC
2017   Q2 280,202 2.65 Add 0.83% 0.02 $55.22 $15,473,000 SEC
2017   Q1 277,886 2.80 Reduce 1.40% 0.04 $57.34 $15,934,000 SEC
2016   Q4 281,834 3.11 Add 1.34% 0.04 $65.20 $18,376,000 SEC
2016   Q3 278,115 3.36 Add 1.53% 0.05 $68.50 $19,051,000 SEC
2016   Q2 273,927 2.86 Add 7.83% 0.21 $53.57 $14,674,000 SEC
2016   Q1 254,041 2.56 Add 9.38% 0.22 $51.14 $12,992,000 SEC
2015   Q4 232,266 2.26 Reduce 37.85% 1.09 $49.99 $11,610,000 SEC
2015   Q3 373,738 2.89 Add 0.75% 0.02 $53.73 $20,081,000 SEC
2015   Q2 370,940 2.92 Add 2.88% 0.08 $62.63 $23,232,000 SEC
2015   Q1 360,558 2.89 Add 10.27% 0.27 $69.34 $25,001,000 SEC
2014   Q4 326,986 2.74 Add 3.10% 0.08 $74.33 $24,305,000 SEC
2014   Q3 317,161 2.76 Add 2.09% 0.06 $74.77 $23,714,000 SEC
2014   Q2 310,680 2.80 Reduce 1.63% 0.05 $79.20 $24,606,000 SEC
2014   Q1 315,842 2.98 Add 0.14% <0.01 $78.86 $24,907,000 SEC
2013   Q4 315,401 2.84 Add 25.98% 0.59 $74.25 $23,419,000 SEC
2013   Q3 250,357 2.28 Buy 2.28 $67.32 $16,854,000 SEC