MJT & Associates Financial Advisory Group, Inc. APAM — ARTISAN PARTNERS ASSET MGMT IN CL A

Ownership history in MJT & Associates Financial Advisory Group, Inc.  ·  5 quarters on record

AI Ownership Summary

MJT & Associates Financial Advisory Group, Inc. reported ARTISAN PARTNERS ASSET MGMT IN CL A (APAM) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.17% in 2025 Q2. The latest visible filing shows APAM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MJT & Associates Financial Advisory Group, Inc.'s position in ARTISAN PARTNERS ASSET MGMT IN CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

APAM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APAM stock page MJT & Associates Financial Advisory Group, Inc. fund profile MJT & Associates Financial Advisory Group, Inc. full holdings
How MJT & Associates Financial Advisory Group, Inc. held APAM — position size vs. price
% of Fund (quarterly)    APAM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 450 — 0% 0.01% $16K 2026-05-15 (Est.) $36.43
2025 Q4 UNCHANGED — — — 450 — 0% 0.01% $18K 2026-02-10 $42.87
2025 Q3 UNCHANGED — — — 450 — 0% 0.02% $20K 2025-10-15 $40.90
2025 Q2 UNCHANGED — — — 450 — 0% 0.17% $133K 2025-07-16 $42.24
2025 Q1 INITIATED — — — 450 — — 0.02% $18K 2025-05-07 $35.78

🏢 Other funds also holding APAM

As of 2026 Q1 — sorted by position size

Channing Capital Management, LLC 3Y 7Y 1.78% Measured Risk Portfolios, Inc. 1.71% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.16% Optimist Retirement Group LLC 0.97% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 0.95% Carolina Wealth Advisors, LLC 3Y 0.87% FCG Investment Co 0.77% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.74% Twelve Points Wealth Management LLC 3Y 0.65% KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3Y 7Y 0.59%

FAQ About MJT & Associates Financial Advisory Group, Inc. and APAM

These are the practical questions this page is built to answer before you even open the full history table.

How long has MJT & Associates Financial Advisory Group, Inc. reported owning APAM?

MJT & Associates Financial Advisory Group, Inc. reported APAM across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported APAM position in MJT & Associates Financial Advisory Group, Inc.'s portfolio?

The largest reported portfolio weight for APAM was 0.17% in 2025 Q2.

What is the latest reported APAM position on this page?

The most recent filing on this page is 2026 Q1, when MJT & Associates Financial Advisory Group, Inc. reported 450 shares, equal to 0.01% of portfolio, with an estimated market value of $16K.

What does the chart on this APAM ownership page compare?

The chart compares MJT & Associates Financial Advisory Group, Inc.'s quarterly APAM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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