Boit C.F. David’s AptarGroup ATR Stock Holding History

Boit C.F. David’s Portfolio ATR Stock Details ATR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$378K	Hold	3,000	–	–	0.17%	72
2025 Q4	$372K	Hold	3,000	–	–	0.16%	73
2025 Q3	$401K	Hold	3,000	–	–	0.18%	70
2025 Q2	$469K	Hold	3,000	–	–	0.23%	63
2025 Q1	$445K	Hold	3,000	–	–	0.22%	64
2024 Q4	$471K	Hold	3,000	–	–	0.19%	65
2024 Q3	$476K	Hold	3,000	–	–	0.24%	65
2024 Q2	$422K	Hold	3,000	–	–	0.22%	64
2024 Q1	$376K	Hold	3,000	–	–	0.21%	64
2023 Q4	$376K	Buy	+3,000	New	+$377K	0.21%	64

Other funds holding ATR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Boit C.F. David's ATR Position: Q1 2026 in Review

Boit C.F. David held its AptarGroup (ATR) position steady in Q1 2026 at 3,000 shares worth $378K. The position accounts for 0.17% of the portfolio, ranked #72.

Boit C.F. David first reported a position in ATR in Q4 2023 and has held it in 10 quarters since. The position peaked at $476K in Q3 2024. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

Boit C.F. David held 3,000 shares of AptarGroup worth $378K as of Q1 2026.
Boit C.F. David left its AptarGroup share count unchanged in Q1 2026.
AptarGroup made up 0.17% of Boit C.F. David's portfolio in Q1 2026, its #72 holding.
Boit C.F. David first reported a position in AptarGroup in Q4 2023 and has held it in 10 quarters since.
Boit C.F. David's AptarGroup position peaked at $476K in Q3 2024.
542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.