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MJT & Associates Financial Advisory’s AptarGroup ATR Stock Holding History

MJT & Associates Financial Advisory’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 		– Sell
-34
Closed -$4.15K – 447
2025
Q4 		$4.15K Sell
34
-1
-3% -$124 ﹤0.01% 309
2025
Q3 		$4.68K Buy
+35
New +$5.06K ﹤0.01% 300

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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

MJT & Associates Financial Advisory's ATR Position: Q1 2026 in Review

MJT & Associates Financial Advisory sold out of AptarGroup (ATR) in Q1 2026, closing a stake of 34 shares — an estimated $4.15K sold.

MJT & Associates Financial Advisory first reported a position in ATR in Q3 2025 and held it in 2 quarters. The position peaked at $4.68K in Q3 2025. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • MJT & Associates Financial Advisory reported no remaining AptarGroup position as of Q1 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 34 AptarGroup shares in Q1 2026, an estimated $4.15K.
  • MJT & Associates Financial Advisory first reported a position in AptarGroup in Q3 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's AptarGroup position peaked at $4.68K in Q3 2025.
  • 542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q1 2026, filed 2 Apr 2026.