Williams Jones Wealth Management, LLC. ATR — APTARGROUP INC COM

Ownership history in Williams Jones Wealth Management, LLC.  ·  27 quarters on record

AI Ownership Summary

Williams Jones Wealth Management, LLC. reported APTARGROUP INC COM (ATR) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.31% in 2024 Q3. The latest visible filing shows ATR at 0.91% 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 ATR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Williams Jones Wealth Management, LLC.'s position in APTARGROUP INC COM, 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

ATR was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.31% in 2024 Q3

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.

ATR stock page Williams Jones Wealth Management, LLC. fund profile Williams Jones Wealth Management, LLC. full holdings
How Williams Jones Wealth Management, LLC. held ATR — position size vs. price
% of Fund (quarterly)    ATR 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 REDUCED — — — 587,336 -16,495 -2.7% 0.91% $74.0M 2026-05-05 $122.03
2025 Q4 REDUCED — — — 603,831 -30,026 -4.7% 0.83% $73.6M 2026-02-13 $142.58
2025 Q3 REDUCED 5.9% -7.5% ✅ 633,857 -39,963 -5.9% 0.97% $84.7M 2025-11-14 $118.15
2025 Q2 REDUCED — — — 673,820 -4,294 -0.6% 1.26% $105.4M 2025-08-14 $137.30
2025 Q1 REDUCED — — — 678,114 -4,723 -0.7% 1.29% $100.6M 2025-05-15 $153.36
2024 Q4 REDUCED — — — 682,837 -15,818 -2.3% 1.29% $107.3M 2025-02-14 $142.87
2024 Q3 REDUCED — — — 698,655 -8,137 -1.2% 1.31% $111.9M 2024-11-14 $171.30
2024 Q2 REDUCED — — — 706,792 -6,792 -1.0% 1.23% $99.5M 2024-08-05 $138.05
2024 Q1 REDUCED — — — 713,584 -5,026 -0.7% 1.31% $102.7M 2024-05-07 $146.46
2023 Q4 REDUCED — — — 718,610 -4,293 -0.6% 1.24% $88.8M 2024-02-14 $133.79
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ATR

As of 2026 Q1 — sorted by position size

MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 2.83% SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 2.49% Reynders McVeigh Capital Management, LLC 3Y 7Y 2.0% Baker Chad R 3Y 7Y 1.88% SCHWARTZ INVESTMENT COUNSEL INC 3Y 7Y 1.73% Private Harbour Investment Management & Counsel, LLC 3Y 7Y 1.72% River Road Asset Management, LLC 3Y 7Y 1.68% Boston Trust Walden Corp 3Y 7Y 1.4% HALL LAURIE J TRUSTEE 3Y 7Y 1.31% Howard Capital Management Group, LLC 3Y 1.15%

FAQ About Williams Jones Wealth Management, LLC. and ATR

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

How long has Williams Jones Wealth Management, LLC. reported owning ATR?

Williams Jones Wealth Management, LLC. reported ATR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ATR position in Williams Jones Wealth Management, LLC.'s portfolio?

The largest reported portfolio weight for ATR was 1.31% in 2024 Q3.

What is the latest reported ATR position on this page?

The most recent filing on this page is 2026 Q1, when Williams Jones Wealth Management, LLC. reported 587,336 shares, equal to 0.91% of portfolio, with an estimated market value of $74.0M.

What does the chart on this ATR ownership page compare?

The chart compares Williams Jones Wealth Management, LLC.'s quarterly ATR 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 Williams Jones Wealth Management, LLC. time their ATR position?

Based on 13F filing dates vs. subsequent ATR price moves, Williams Jones Wealth Management, LLC. correctly timed 12 out of 26 reported position changes (46%). The annualised alpha on ATR relative to SPY over the holding period was -11.1%.

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