Zuckerman Investment Group’s AptarGroup ATR Stock Holding History

Zuckerman Investment Group’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	$1.33M	Hold	10,521	–	–	0.12%	65
2025 Q4	$1.28M	Hold	10,521	–	–	0.11%	69
2025 Q3	$1.41M	Buy	10,521 +1	+0%	+$145	0.13%	73
2025 Q2	$1.65M	Hold	10,520	–	–	0.16%	67
2025 Q1	$1.56M	Hold	10,520	–	–	0.17%	66
2024 Q4	$1.64M	Hold	10,520	–	–	0.16%	66
2024 Q3	$1.69M	Hold	10,520	–	–	0.17%	62
2024 Q2	$1.48M	Hold	10,520	–	–	0.17%	61
2024 Q1	$1.51M	Hold	10,520	–	–	0.17%	61
2023 Q4	$1.3M	Buy	+10,520	New	+$1.32M	0.17%	62

Other funds holding ATR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Zuckerman Investment Group's ATR Position: Q1 2026 in Review

Zuckerman Investment Group held its AptarGroup (ATR) position steady in Q1 2026 at 10,521 shares worth $1.33M. The position accounts for 0.12% of the portfolio, ranked #65.

Zuckerman Investment Group first reported a position in ATR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.69M in Q3 2024. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

Zuckerman Investment Group held 10,521 shares of AptarGroup worth $1.33M as of Q1 2026.
Zuckerman Investment Group left its AptarGroup share count unchanged in Q1 2026.
AptarGroup made up 0.12% of Zuckerman Investment Group's portfolio in Q1 2026, its #65 holding.
Zuckerman Investment Group first reported a position in AptarGroup in Q4 2023 and has held it in 10 quarters since.
Zuckerman Investment Group's AptarGroup position peaked at $1.69M in Q3 2024.
542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.