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Brian C. Broderick’s AptarGroup ATR Stock Holding History

Brian C. Broderick’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 		$11.1M Buy
88,442
+4,138
+5% +$539K 2.06% 19
2025
Q4 		$10.3M Buy
84,304
+50
+0.1% +$6.18K 1.94% 19
2025
Q3 		$11.3M Sell
84,254
-1,012
-1% -$146K 2.14% 20
2025
Q2 		$13.3M Sell
85,266
-3,396
-4% -$513K 2.64% 14
2025
Q1 		$13.2M Buy
88,662
+2,515
+3% +$379K 2.68% 15
2024
Q4 		$13.5M Buy
86,147
+1,980
+2% +$331K 2.65% 15
2024
Q3 		$13.5M Sell
84,167
-210
-0.2% -$31.1K 2.64% 15
2024
Q2 		$11.9M Buy
84,377
+574
+0.7% +$83K 2.43% 17
2024
Q1 		$12.1M Buy
83,803
+3,289
+4% +$446K 2.58% 18
2023
Q4 		$9.95M Buy
80,514
+2,413
+3% +$303K 2.48% 18
2023
Q3 		$9.77M Buy
78,101
+588
+0.8% +$72.1K 2.69% 17
2023
Q2 		$8.98M Sell
77,513
-150
-0.2% -$17.6K 2.37% 19
2023
Q1 		$9.18M Sell
77,663
-90
-0.1% -$10.2K 2.58% 19
2022
Q4 		$8.55M Sell
77,753
-1,896
-2% -$195K 2.54% 17
2022
Q3 		$7.57M Sell
79,649
-518
-0.6% -$53.9K 2.37% 18
2022
Q2 		$8.28M Buy
80,167
+159
+0.2% +$17.3K 2.51% 16
2022
Q1 		$9.4M Buy
80,008
+1,177
+1% +$138K 2.4% 17
2021
Q4 		$9.65M Buy
78,831
+4,935
+7% +$614K 2.32% 16
2021
Q3 		$8.82M Buy
73,896
+2,188
+3% +$288K 2.35% 17
2021
Q2 		$10.1M Sell
71,708
-617
-0.9% -$91K 2.68% 16
2021
Q1 		$10.2M Buy
72,325
+123
+0.2% +$17K 2.95% 12
2020
Q4 		$9.88M Sell
72,202
-710
-1% -$88.1K 2.93% 14
2020
Q3 		$8.26M Buy
72,912
+521
+0.7% +$61K 2.63% 14
2020
Q2 		$8.11M Sell
72,391
-379
-0.5% -$40.3K 2.7% 13
2020
Q1 		$7.24M Sell
72,770
-160
-0.2% -$17.3K 2.87% 11
2019
Q4 		$8.43M Sell
72,930
-391
-0.5% -$44.5K 2.73% 12
2019
Q3 		$8.69M Sell
73,321
-99
-0.1% -$12K 2.99% 9
2019
Q2 		$9.13M Sell
73,420
-1,172
-2% -$134K 3.19% 8
2019
Q1 		$7.93M Sell
74,592
-754
-1% -$75.3K 2.83% 14
2018
Q4 		$7.09M Sell
75,346
-8,680
-10% -$884K 2.98% 11
2018
Q3 		$9.05M Sell
84,026
-808
-1% -$83K 3.07% 6
2018
Q2 		$7.92M Buy
84,834
+1,216
+1% +$113K 2.9% 8
2018
Q1 		$7.51M Sell
83,618
-957
-1% -$84.4K 2.82% 7
2017
Q4 		$7.3M Sell
84,575
-10,956
-11% -$955K 2.66% 14
2017
Q3 		$8.25M Sell
95,531
-1,035
-1% -$88K 2.98% 8
2017
Q2 		$8.39M Buy
96,566
+473
+0.5% +$38.9K 3.1% 6
2017
Q1 		$7.4M Sell
96,093
-827
-0.9% -$61.8K 3.02% 8
2016
Q4 		$7.12M Buy
96,920
+1,765
+2% +$131K 3.08% 7
2016
Q3 		$7.37M Sell
95,155
-4,075
-4% -$319K 3.14% 8
2016
Q2 		$7.85M Sell
99,230
-250
-0.3% -$19.3K 3.3% 7
2016
Q1 		$7.8M Buy
99,480
+4,170
+4% +$306K 3.38% 7
2015
Q4 		$6.92M Buy
95,310
+3,475
+4% +$251K 3.1% 9
2015
Q3 		$6.06M Buy
91,835
+3,651
+4% +$242K 2.8% 9
2015
Q2 		$5.62M Sell
88,184
-870
-1% -$55.6K 2.4% 12
2015
Q1 		$5.66M Buy
89,054
+1,365
+2% +$87.8K 2.35% 12
2014
Q4 		$5.86M Buy
87,689
+3,175
+4% +$201K 2.48% 12
2014
Q3 		$5.13M Buy
84,514
+588
+0.7% +$37.4K 2.28% 13
2014
Q2 		$5.63M Buy
83,926
+165
+0.2% +$11K 2.58% 12
2014
Q1 		$5.54M Sell
83,761
-1,300
-2% -$84.7K 2.72% 12
2013
Q4 		$5.77M Sell
85,061
-1,385
-2% -$88.4K 2.87% 12
2013
Q3 		$5.2M Sell
86,446
-45
-0.1% -$2.66K 2.9% 11
2013
Q2 		$4.78M Buy
+86,491
New +$4.86M 2.86% 11

Other funds holding ATR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
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

Brian C. Broderick's ATR Position: Q1 2026 in Review

Brian C. Broderick increased its AptarGroup (ATR) stake by 4.9% in Q1 2026, buying an estimated $539K and bringing the position to 88,442 shares worth $11.1M. The position accounts for 2.06% of the portfolio, ranked #19.

Brian C. Broderick first reported a position in ATR in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.5M in Q4 2024. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Brian C. Broderick held 88,442 shares of AptarGroup worth $11.1M as of Q1 2026.
  • Brian C. Broderick bought 4,138 AptarGroup shares in Q1 2026, an estimated $539K.
  • AptarGroup made up 2.06% of Brian C. Broderick's portfolio in Q1 2026, its #19 holding.
  • Brian C. Broderick first reported a position in AptarGroup in Q2 2013 and has held it in 52 quarters since.
  • Brian C. Broderick's AptarGroup position peaked at $13.5M in Q4 2024.
  • 542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Brian C. Broderick's 13F filing for Q1 2026, filed 7 May 2026.