Smith Group Asset Management
APAM icon

Smith Group Asset Management’s Artisan Partners APAM Stock Holding History

Smith Group 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
Q3 		$500K Buy
13,833
+222
+2% +$8.77K 0.03% 116
2026
Q2 		$470K Buy
13,611
+175
+1% +$6.44K 0.02% 150
2026
Q1 		$489K Buy
13,436
+1,168
+10% +$47.8K 0.02% 140
2025
Q4 		$500K Buy
12,268
+298
+2% +$12.7K 0.03% 134
2025
Q3 		$519K Buy
11,970
+354
+3% +$16.3K 0.03% 129
2025
Q2 		$515K Sell
11,616
-2
-0% -$80 0.03% 128
2025
Q1 		$454K Buy
11,618
+39
+0.3% +$1.65K 0.03% 151
2024
Q4 		$498K Buy
11,579
+113
+1% +$5.16K 0.04% 149
2024
Q3 		$497K Buy
11,466
+2,279
+25% +$94.1K 0.04% 111
2024
Q2 		$379K Buy
9,187
+56
+0.6% +$2.42K 0.03% 107
2024
Q1 		$418K Hold
9,131
– – 0.02% 147
2023
Q4 		$403K Buy
+9,131
New +$345K 0.02% 140
2021
Q3 		– Sell
-230
Closed -$12K – 373
2021
Q2 		$12K Hold
230
– – ﹤0.01% 276
2021
Q1 		$12K Sell
230
-6,370
-97% -$325K ﹤0.01% 242
2020
Q4 		$332K Sell
6,600
-20
-0.3% -$909 0.02% 155
2020
Q3 		$258K Sell
6,620
-10
-0.2% -$367 0.01% 157
2020
Q2 		$215K Sell
6,630
-90
-1% -$2.5K 0.01% 160
2020
Q1 		$144K Sell
6,720
-300
-4% -$8.99K 0.01% 188
2019
Q4 		$227K Sell
7,020
-300
-4% -$8.66K 0.01% 188
2019
Q3 		$207K Buy
+7,320
New +$205K 0.01% 188

Other funds holding APAM

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Romano Brothers & Co
Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return
Carolina Wealth Advisors
Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Measured Risk Portfolios
Measured Risk Portfolios San Diego, California $93.8M AUM 7.05% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Smith Group Asset Management's APAM Position: Q3 2026 in Review

Smith Group Asset Management increased its Artisan Partners (APAM) stake by 1.6% in Q3 2026, buying an estimated $8.77K and bringing the position to 13,833 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #116.

Smith Group Asset Management first reported a position in APAM in Q3 2019 and has held it in 20 quarters since. The position peaked at $519K in Q3 2025. 79 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • Smith Group Asset Management held 13,833 shares of Artisan Partners worth $500K as of Q3 2026.
  • Smith Group Asset Management bought 222 Artisan Partners shares in Q3 2026, an estimated $8.77K.
  • Artisan Partners made up 0.03% of Smith Group Asset Management's portfolio in Q3 2026, its #116 holding.
  • Smith Group Asset Management first reported a position in Artisan Partners in Q3 2019 and has held it in 20 quarters since.
  • Smith Group Asset Management's Artisan Partners position peaked at $519K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Smith Group Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.