MAM
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Morse Asset Management’s Artisan Partners APAM Stock Holding History

Morse Asset Management’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
Q1 		$307K Hold
8,435
– – 0.06% 141
2025
Q4 		$344K Hold
8,435
– – 0.07% 137
2025
Q3 		$366K Hold
8,435
– – 0.07% 126
2025
Q2 		$374K Hold
8,435
– – 0.08% 132
2025
Q1 		$330K Sell
8,435
-1,600
-16% -$67.8K 0.08% 123
2024
Q4 		$432K Sell
10,035
-350
-3% -$16K 0.1% 126
2024
Q3 		$450K Sell
10,385
-50
-0.5% -$2.06K 0.1% 136
2024
Q2 		$431K Buy
10,435
+300
+3% +$12.9K 0.1% 119
2024
Q1 		$464K Buy
10,135
+605
+6% +$26K 0.12% 108
2023
Q4 		$421K Buy
9,530
+2,330
+32% +$87.9K 0.12% 109
2023
Q3 		$269K Buy
7,200
+1,150
+19% +$44.6K 0.09% 121
2023
Q2 		$238K Buy
+6,050
New +$209K 0.07% 133

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VPM
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VCM
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State Street
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VNIM
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Charles Schwab
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Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
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