MJP
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Michael J. Puzo’s AptarGroup ATR Stock Holding History

Michael J. Puzo’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 		$8.43M Sell
66,887
-3,778
-5% -$492K 2.45% 19
2025
Q4 		$8.62M Sell
70,665
-270
-0.4% -$33.4K 2.35% 21
2025
Q3 		$9.48M Buy
70,935
+45
+0.1% +$6.51K 2.59% 17
2025
Q2 		$11.1M Sell
70,890
-3,338
-4% -$504K 3.16% 13
2025
Q1 		$11M Buy
74,228
+474
+0.6% +$71.4K 3.16% 13
2024
Q4 		$11.6M Sell
73,754
-3,722
-5% -$622K 3.24% 10
2024
Q3 		$12.4M Buy
77,476
+470
+0.6% +$69.6K 3.24% 12
2024
Q2 		$10.8M Sell
77,006
-944
-1% -$137K 3.01% 14
2024
Q1 		$11.2M Buy
77,950
+3,770
+5% +$511K 3.11% 15
2023
Q4 		$9.17M Buy
74,180
+45
+0.1% +$5.66K 2.91% 16
2023
Q3 		$9.27M Buy
74,135
+175
+0.2% +$21.5K 3.14% 12
2023
Q2 		$8.57M Buy
73,960
+197
+0.3% +$23.1K 2.71% 16
2023
Q1 		$8.72M Buy
73,763
+1,330
+2% +$151K 2.91% 15
2022
Q4 		$7.97M Sell
72,433
-253
-0.3% -$26K 2.88% 16
2022
Q3 		$6.91M Buy
72,686
+190
+0.3% +$19.8K 2.63% 15
2022
Q2 		$7.48M Buy
72,496
+153
+0.2% +$16.7K 2.66% 14
2022
Q1 		$8.5M Buy
72,343
+268
+0.4% +$31.5K 2.56% 14
2021
Q4 		$8.83M Buy
72,075
+966
+1% +$120K 2.49% 16
2021
Q3 		$8.49M Buy
71,109
+405
+0.6% +$53.3K 2.69% 14
2021
Q2 		$9.96M Sell
70,704
-2,930
-4% -$432K 3.09% 11
2021
Q1 		$10.4M Sell
73,634
-1,180
-2% -$163K 3.32% 10
2020
Q4 		$10.2M Sell
74,814
-287
-0.4% -$35.6K 3.34% 9
2020
Q3 		$8.5M Sell
75,101
-347
-0.5% -$40.6K 3.03% 12
2020
Q2 		$8.45M Sell
75,448
-269
-0.4% -$28.6K 3.16% 12
2020
Q1 		$7.54M Sell
75,717
-1,298
-2% -$141K 3.32% 14
2019
Q4 		$8.9M Sell
77,015
-665
-0.9% -$75.6K 3.19% 13
2019
Q3 		$9.2M Sell
77,680
-2,624
-3% -$317K 3.47% 9
2019
Q2 		$9.98M Sell
80,304
-1,912
-2% -$218K 3.71% 7
2019
Q1 		$8.75M Sell
82,216
-1,091
-1% -$109K 3.41% 11
2018
Q4 		$7.83M Sell
83,307
-2,106
-2% -$215K 3.48% 11
2018
Q3 		$9.2M Sell
85,413
-2,319
-3% -$238K 3.47% 7
2018
Q2 		$8.19M Sell
87,732
-1,235
-1% -$115K 3.47% 8
2018
Q1 		$7.99M Sell
88,967
-250
-0.3% -$22K 3.4% 8
2017
Q4 		$7.7M Buy
89,217
+15,645
+21% +$1.36M 3.17% 11
2017
Q3 		$6.35M Sell
73,572
-685
-0.9% -$58.3K 3.31% 8
2017
Q2 		$6.45M Buy
74,257
+255
+0.3% +$21K 3.48% 7
2017
Q1 		$5.7M Buy
74,002
+650
+0.9% +$48.5K 3.16% 9
2016
Q4 		$5.39M Buy
73,352
+375
+0.5% +$27.9K 3.12% 10
2016
Q3 		$5.65M Buy
72,977
+7,110
+11% +$556K 3.26% 11
2016
Q2 		$5.21M Sell
65,867
-650
-1% -$50.3K 3.44% 7
2016
Q1 		$5.22M Buy
66,517
+2,645
+4% +$194K 3.46% 6
2015
Q4 		$4.64M Buy
63,872
+2,505
+4% +$181K 3.24% 9
2015
Q3 		$4.05M Buy
61,367
+10
+0% +$663 2.88% 11
2015
Q2 		$3.91M Buy
61,357
+200
+0.3% +$12.8K 2.52% 14
2015
Q1 		$3.88M Sell
61,157
-709
-1% -$45.6K 2.48% 13
2014
Q4 		$4.13M Buy
61,866
+180
+0.3% +$11.4K 2.71% 12
2014
Q3 		$3.74M Sell
61,686
-360
-0.6% -$22.9K 2.57% 13
2014
Q2 		$4.16M Buy
62,046
+473
+0.8% +$31.4K 2.88% 12
2014
Q1 		$4.07M Sell
61,573
-736
-1% -$47.9K 2.93% 12
2013
Q4 		$4.22M Buy
62,309
+1,440
+2% +$91.9K 3.08% 12
2013
Q3 		$3.66M Buy
60,869
+400
+0.7% +$23.7K 3.06% 11
2013
Q2 		$3.34M Buy
+60,469
New +$3.4M 2.93% 14

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

Michael J. Puzo's ATR Position: Q1 2026 in Review

Michael J. Puzo reduced its AptarGroup (ATR) stake by 5.3% in Q1 2026, selling an estimated $492K and leaving 66,887 shares worth $8.43M. The position accounts for 2.45% of the portfolio, ranked #19.

Michael J. Puzo first reported a position in ATR in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.4M in Q3 2024. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Michael J. Puzo held 66,887 shares of AptarGroup worth $8.43M as of Q1 2026.
  • Michael J. Puzo sold 3,778 AptarGroup shares in Q1 2026, an estimated $492K.
  • AptarGroup made up 2.45% of Michael J. Puzo's portfolio in Q1 2026, its #19 holding.
  • Michael J. Puzo first reported a position in AptarGroup in Q2 2013 and has held it in 52 quarters since.
  • Michael J. Puzo's AptarGroup position peaked at $12.4M in Q3 2024.
  • 542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.