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MJT & Associates Financial Advisory’s Artisan Partners APAM Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$16.3K Hold
450
– – 0.01% 142
2026
Q2 		$15.5K Hold
450
– – 0.01% 150
2026
Q1 		$16.4K Hold
450
– – 0.01% 133
2025
Q4 		$18.3K Hold
450
– – 0.01% 132
2025
Q3 		$19.5K Hold
450
– – 0.02% 127
2025
Q2 		$19.9K Hold
450
– – 0.02% 147
2025
Q1 		$17.6K Buy
+450
New +$19.1K 0.02% 158

Other funds holding APAM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MJT & Associates Financial Advisory's APAM Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Artisan Partners (APAM) position steady in Q3 2026 at 450 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #142.

MJT & Associates Financial Advisory first reported a position in APAM in Q1 2025 and has held it in 7 quarters since. The position peaked at $19.9K in Q2 2025. 11 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • MJT & Associates Financial Advisory held 450 shares of Artisan Partners worth $16.3K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Artisan Partners share count unchanged in Q3 2026.
  • Artisan Partners made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #142 holding.
  • MJT & Associates Financial Advisory first reported a position in Artisan Partners in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Artisan Partners position peaked at $19.9K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.