PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. APAM — ARTISAN PARTNERS ASSET MGMT

Ownership history in PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.  ·  6 quarters on record

AI Ownership Summary

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. reported ARTISAN PARTNERS ASSET MGMT (APAM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.2% in 2025 Q2. The latest visible filing shows APAM at 1.16% 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 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.'s position in ARTISAN PARTNERS ASSET MGMT, 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 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.2% 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
2024 Q4 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 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. fund profile PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. full holdings
How PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 551,336 +113,491 +25.9% 1.16% $20.1M 2026-05-15 $36.43
2025 Q4 REDUCED — — — 437,845 -4,007 -0.9% 1.04% $17.8M 2026-02-17 $41.51
2025 Q3 ADDED — — — 441,852 +2,243 +0.5% 1.11% $19.2M 2025-11-14 $39.93
2025 Q2 ADDED — — — 439,609 +2,542 +0.6% 1.20% $19.5M 2025-08-14 $43.53
2025 Q1 ADDED — — — 437,067 +424,445 +3362.7% 1.12% $17.1M 2025-05-15 $39.75
2024 Q4 INITIATED — — — 12,622 — — 0.03% $543K 2025-02-14 $39.04

🏢 Other funds also holding APAM

As of 2026 Q2 — sorted by position size

Carolina Wealth Advisors, LLC 3Y 0.77% WASATCH ADVISORS LP 3Y 7Y 0.39% Salvus Wealth Management, LLC 3Y 0.19% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 0.06% Hennion & Walsh Asset Management, Inc. 3Y 0.04% MJT & Associates Financial Advisory Group, Inc. 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% FIRST COMMUNITY TRUST NA 3Y 0.0% Handelsbanken Fonder AB 3Y 7Y 0.0% GAMMA Investing LLC 0.0%

FAQ About PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, 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 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. reported owning APAM?

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. reported APAM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported APAM position in PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for APAM was 1.20% in 2025 Q2.

What is the latest reported APAM position on this page?

The most recent filing on this page is 2026 Q1, when PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. reported 551,336 shares, equal to 1.16% of portfolio, with an estimated market value of $20.1M.

What does the chart on this APAM ownership page compare?

The chart compares PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, 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.

How well did PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. time their APAM position?

Based on 13F filing dates vs. subsequent APAM price moves, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on APAM relative to SPY over the holding period was -19.9%.

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