Charles Schwab’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $97.1M | Buy |
2,812,323
+262,921
| +10% | +$9.67M | 0.01% | 809 |
|
|
2026
Q1 | $92.8M | Sell |
2,549,402
-498,823
| -16% | -$20.4M | 0.01% | 768 |
|
|
2025
Q4 | $124M | Buy |
3,048,225
+54,667
| +2% | +$2.33M | 0.02% | 616 |
|
|
2025
Q3 | $130M | Buy |
2,993,558
+17,407
| +0.6% | +$802K | 0.02% | 583 |
|
|
2025
Q2 | $132M | Buy |
2,976,151
+35,589
| +1% | +$1.42M | 0.02% | 552 |
|
|
2025
Q1 | $115M | Buy |
2,940,562
+167,930
| +6% | +$7.11M | 0.02% | 590 |
|
|
2024
Q4 | $119M | Buy |
2,772,632
+128,717
| +5% | +$5.88M | 0.02% | 570 |
|
|
2024
Q3 | $115M | Buy |
2,643,915
+154,536
| +6% | +$6.38M | 0.02% | 587 |
|
|
2024
Q2 | $103M | Buy |
2,489,379
+43,030
| +2% | +$1.86M | 0.02% | 637 |
|
|
2024
Q1 | $112M | Buy |
2,446,349
+512,347
| +26% | +$22M | 0.03% | 550 |
|
|
2023
Q4 | $85.4M | Buy |
1,934,002
+12,977
| +0.7% | +$490K | 0.02% | 638 |
|
|
2023
Q3 | $71.9M | Buy |
1,921,025
+85,443
| +5% | +$3.31M | 0.02% | 662 |
|
|
2023
Q2 | $72.2M | Buy |
1,835,582
+86,077
| +5% | +$2.97M | 0.02% | 650 |
|
|
2023
Q1 | $55.9M | Buy |
1,749,505
+1,013,988
| +138% | +$34M | 0.02% | 761 |
|
|
2022
Q4 | $21.8M | Buy |
735,517
+38,450
| +6% | +$1.18M | 0.01% | 1364 |
|
|
2022
Q3 | $18.8M | Buy |
697,067
+40,821
| +6% | +$1.44M | 0.01% | 1418 |
|
|
2022
Q2 | $23.3M | Buy |
656,246
+36,309
| +6% | +$1.32M | 0.01% | 1284 |
|
|
2022
Q1 | $24.4M | Buy |
619,937
+44,605
| +8% | +$1.81M | 0.01% | 1378 |
|
|
2021
Q4 | $27.4M | Buy |
575,332
+1,046
| +0.2% | +$50.2K | 0.01% | 1332 |
|
|
2021
Q3 | $28.1M | Buy |
574,286
+30,451
| +6% | +$1.54M | 0.01% | 1289 |
|
|
2021
Q2 | $27.6M | Buy |
543,835
+1,369
| +0.3% | +$71.9K | 0.01% | 1316 |
|
|
2021
Q1 | $28.3M | Buy |
542,466
+22,143
| +4% | +$1.13M | 0.01% | 1230 |
|
|
2020
Q4 | $26.2M | Buy |
520,323
+15,008
| +3% | +$682K | 0.01% | 1201 |
|
|
2020
Q3 | $19.7M | Buy |
505,315
+8,319
| +2% | +$305K | 0.01% | 1216 |
|
|
2020
Q2 | $16.2M | Buy |
496,996
+23,075
| +5% | +$640K | 0.01% | 1326 |
|
|
2020
Q1 | $10.2M | Buy |
473,921
+25,588
| +6% | +$767K | 0.01% | 1444 |
|
|
2019
Q4 | $14.5M | Buy |
448,333
+13,294
| +3% | +$384K | 0.01% | 1432 |
|
|
2019
Q3 | $12.3M | Buy |
435,039
+25,975
| +6% | +$727K | 0.01% | 1481 |
|
|
2019
Q2 | $11.3M | Buy |
409,064
+31,419
| +8% | +$837K | 0.01% | 1526 |
|
|
2019
Q1 | $9.51M | Buy |
377,645
+47,124
| +14% | +$1.15M | 0.01% | 1634 |
|
|
2018
Q4 | $7.31M | Buy |
330,521
+19,733
| +6% | +$526K | 0.01% | 1666 |
|
|
2018
Q3 | $10.1M | Buy |
310,788
+39,167
| +14% | +$1.28M | 0.01% | 1635 |
|
|
2018
Q2 | $8.19M | Buy |
271,621
+37,902
| +16% | +$1.23M | 0.01% | 1726 |
|
|
2018
Q1 | $7.78M | Buy |
233,719
+12,990
| +6% | +$469K | 0.01% | 1669 |
|
|
2017
Q4 | $8.72M | Buy |
220,729
+10,632
| +5% | +$394K | 0.01% | 1573 |
|
|
2017
Q3 | $6.85M | Buy |
210,097
+11,055
| +6% | +$344K | 0.01% | 1712 |
|
|
2017
Q2 | $6.11M | Buy |
199,042
+108,711
| +120% | +$3.12M | 0.01% | 1689 |
|
|
2017
Q1 | $2.49M | Buy |
90,331
+8,721
| +11% | +$250K | ﹤0.01% | 2131 |
|
|
2016
Q4 | $2.43M | Buy |
81,610
+7,854
| +11% | +$224K | ﹤0.01% | 2091 |
|
|
2016
Q3 | $2.01M | Buy |
73,756
+17,550
| +31% | +$479K | ﹤0.01% | 2127 |
|
|
2016
Q2 | $1.56M | Buy |
56,206
+1,680
| +3% | +$53K | ﹤0.01% | 2176 |
|
|
2016
Q1 | $1.68M | Sell |
54,526
-11,960
| -18% | -$349K | ﹤0.01% | 2133 |
|
|
2015
Q4 | $2.4M | Buy |
66,486
+2,600
| +4% | +$96K | ﹤0.01% | 1991 |
|
|
2015
Q3 | $2.25M | Buy |
63,886
+7,852
| +14% | +$339K | ﹤0.01% | 2000 |
|
|
2015
Q2 | $2.6M | Buy |
56,034
+3,105
| +6% | +$142K | ﹤0.01% | 1950 |
|
|
2015
Q1 | $2.41M | Buy |
52,929
+10,409
| +24% | +$492K | ﹤0.01% | 1959 |
|
|
2014
Q4 | $2.15M | Buy |
42,520
+2,681
| +7% | +$134K | ﹤0.01% | 1967 |
|
|
2014
Q3 | $2.07M | Sell |
39,839
-4,273
| -10% | -$231K | ﹤0.01% | 1950 |
|
|
2014
Q2 | $2.5M | Buy |
44,112
+1,627
| +4% | +$93.1K | ﹤0.01% | 1866 |
|
|
2014
Q1 | $2.73M | Buy |
42,485
+25,762
| +154% | +$1.66M | ﹤0.01% | 1778 |
|
|
2013
Q4 | $1.09M | Buy |
16,723
+7,360
| +79% | +$439K | ﹤0.01% | 2229 |
|
|
2013
Q3 | $496K | Buy |
9,363
+779
| +9% | +$40K | ﹤0.01% | 2553 |
|
|
2013
Q2 | $433K | Buy |
+8,584
| New | +$385K | ﹤0.01% | 2576 |
|
Other funds holding APAM
VNIM
CCM
Charles Schwab's APAM Position: Q2 2026 in Review
Charles Schwab increased its Artisan Partners (APAM) stake by 10% in Q2 2026, buying an estimated $9.67M and bringing the position to 2,812,323 shares worth $97.1M. The position accounts for 0.01% of the portfolio, ranked #809.
Charles Schwab first reported a position in APAM in Q2 2013 and has held it in 53 quarters since. The position peaked at $132M in Q2 2025. 380 funds tracked by Wall St. Rank hold APAM as of Q2 2026.
- Charles Schwab held 2,812,323 shares of Artisan Partners worth $97.1M as of Q2 2026.
- Charles Schwab bought 262,921 Artisan Partners shares in Q2 2026, an estimated $9.67M.
- Artisan Partners made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #809 holding.
- Charles Schwab first reported a position in Artisan Partners in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's Artisan Partners position peaked at $132M in Q2 2025.
- 380 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.