LI
APAM icon

LRI Investments’s Artisan Partners APAM Stock Holding History

LRI Investments’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10K Buy
290
+55
+23% +$2.02K ﹤0.01% 954
2026
Q1 		$8.57K Buy
235
+24
+11% +$981 ﹤0.01% 928
2025
Q4 		$8.61K Hold
211
– – ﹤0.01% 913
2025
Q3 		$9.17K Hold
211
– – ﹤0.01% 896
2025
Q2 		$9.37K Buy
211
+110
+109% +$4.4K ﹤0.01% 858
2025
Q1 		$3.96K Hold
101
– – ﹤0.01% 999
2024
Q4 		$4.37K Hold
101
– – ﹤0.01% 967
2024
Q3 		$4.85K Hold
101
– – ﹤0.01% 943
2024
Q2 		$4.18K Hold
101
– – ﹤0.01% 943
2024
Q1 		$4.64K Buy
+101
New +$4.34K ﹤0.01% 642

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

LRI Investments's APAM Position: Q2 2026 in Review

LRI Investments increased its Artisan Partners (APAM) stake by 23% in Q2 2026, buying an estimated $2.02K and bringing the position to 290 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

LRI Investments first reported a position in APAM in Q1 2024 and has held it in 10 quarters since. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • LRI Investments held 290 shares of Artisan Partners worth $10K as of Q2 2026.
  • LRI Investments bought 55 Artisan Partners shares in Q2 2026, an estimated $2.02K.
  • Artisan Partners made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #954 holding.
  • LRI Investments first reported a position in Artisan Partners in Q1 2024 and has held it in 10 quarters since.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.