S&CO INC ALKS — ALKERMES PLC COMMON

Ownership history in S&CO INC  ·  51 quarters on record

AI Ownership Summary

S&CO INC reported ALKERMES PLC COMMON (ALKS) in 51 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.54% in 2026 Q1. The latest visible filing shows ALKS at 0.54% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ALKS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was S&CO INC's position in ALKERMES PLC COMMON, 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

ALKS was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2026 Q1

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

Time in book
Holding Window
2023 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.

ALKS stock page S&CO INC fund profile S&CO INC full holdings
How S&CO INC held ALKS — position size vs. price
% of Fund (quarterly)    ALKS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 244,760 +43,000 +21.3% 0.54% $9K 2026-05-07 $35.40
2025 Q4 ADDED — — — 201,760 +550 +0.3% 0.35% $5.6M 2026-02-05 $33.55
2025 Q3 REDUCED 8.8% -6.6% ✅ 201,210 -19,375 -8.8% 0.37% $6.0M 2025-11-06 $31.68
2025 Q2 REDUCED — — — 220,585 -1,375 -0.6% 0.40% $6.3M 2025-08-07 $26.60
2025 Q1 ADDED — — — 221,960 +7,495 +3.5% 0.49% $7.3M 2025-05-08 $30.38
2024 Q4 REDUCED — — — 214,465 -250 -0.1% 0.42% $6.2M 2025-02-07 $31.57
2024 Q3 UNCHANGED — — — 214,715 — 0% 0.39% $6.0M 2024-11-07 $28.97
2024 Q2 ADDED — — — 214,715 +4,000 +1.9% 0.36% $5.2M 2024-08-08 $26.75
2024 Q1 ADDED — — — 210,715 +37,570 +21.7% 0.40% $5.7M 2024-05-09 $24.26
2023 Q4 ADDED — — — 173,145 +20,145 +13.2% 0.37% $4.8M 2024-02-12 $28.52
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ALKS

As of 2026 Q1 — sorted by position size

PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.32% AXS Investments LLC 3Y 0.27% C WorldWide Group Holding A/S 3Y 7Y 0.19% AdvisorShares Investments LLC 3Y 0.17% PSP Research LLC 0.15% Jackson Creek Investment Advisors LLC 3Y 0.14% INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3Y 7Y 0.12% Gallacher Capital Management LLC 3Y 0.1% PROFUND ADVISORS LLC 3Y 7Y 0.1% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.1%

FAQ About S&CO INC and ALKS

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

How long has S&CO INC reported owning ALKS?

S&CO INC reported ALKS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ALKS position in S&CO INC's portfolio?

The largest reported portfolio weight for ALKS was 0.54% in 2026 Q1.

What is the latest reported ALKS position on this page?

The most recent filing on this page is 2026 Q1, when S&CO INC reported 244,760 shares, equal to 0.54% of portfolio, with an estimated market value of $9K.

What does the chart on this ALKS ownership page compare?

The chart compares S&CO INC's quarterly ALKS 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 S&CO INC time their ALKS position?

Based on 13F filing dates vs. subsequent ALKS price moves, S&CO INC correctly timed 11 out of 21 reported position changes (52%). The annualised alpha on ALKS relative to SPY over the holding period was -12.0%.

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