Notify me when MIDDLETON & CO INC/MA files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 163 | $941,841,673 | +$28,253,884 | -$22,075,036 | +$6,178,848 | GOOGL, AAPL, AMZN, AVGO, IVV | 13F-HR | 29 Jan 2026, 16:44 |
| Q3 2025 | 166 | $925,271,458 | +$22,422,738 | -$32,846,432 | -$10,423,694 | AAPL, GOOGL, AMZN, AVGO, IVV | 13F-HR | 29 Oct 2025, 16:17 |
| Q2 2025 | 161 | $890,293,629 | +$35,195,357 | -$32,207,987 | +$2,987,370 | AMZN, AAPL, GOOGL, AVGO, IVV | 13F-HR | 06 Aug 2025, 10:34 |
| Q1 2025 | 156 | $855,976,724 | +$19,599,245 | -$32,844,460 | -$13,245,215 | AAPL, AMZN, GOOGL, IVV, V | 13F-HR | 09 May 2025, 12:33 |
| Q4 2024 | 158 | $905,128,790 | +$25,287,153 | -$27,508,321 | -$2,221,168 | AAPL, AMZN, GOOGL, AVGO, IVV | 13F-HR | 05 Feb 2025, 14:40 |
| Q3 2024 | 166 | $904,995,766 | +$36,084,636 | -$13,242,903 | +$22,841,733 | AAPL, AMZN, GOOGL, IVV, AVGO | 13F-HR | 23 Oct 2024, 11:14 |
| Q2 2024 | 164 | $860,702,395 | +$9,171,597 | -$35,485,958 | -$26,314,361 | AAPL, AMZN, GOOGL, IVV, MSFT | 13F-HR | 12 Aug 2024, 15:05 |
| Q1 2024 | 167 | $867,148,239 | +$29,122,869 | -$16,821,895 | +$12,300,974 | AMZN, AAPL, GOOGL, IVV, MSFT | 13F-HR | 14 May 2024, 11:09 |
| Q4 2023 | 157 | $801,786,967 | +$13,396,657 | -$14,546,220 | -$1,149,563 | AAPL, AMZN, GOOGL, MSFT, IVV | 13F-HR | 13 Feb 2024, 13:08 |
| Q3 2023 | 147 | $723,670,904 | +$10,738,662 | -$18,560,732 | -$7,822,070 | AAPL, AMZN, GOOGL, DHR, IVV | 13F-HR | 26 Oct 2023, 10:19 |
| Q2 2023 | 153 | $754,110,414 | +$33,240,323 | -$25,710,010 | +$7,530,313 | AAPL, AMZN, GOOGL, IVV, DHR | 13F-HR | 28 Jul 2023, 09:12 |
| Q1 2023 | 154 | $695,949,839 | +$9,702,585 | -$34,278,477 | -$24,575,892 | AAPL, AMZN, GOOGL, V, IVV | 13F-HR | 28 Apr 2023, 09:49 |
| Q4 2022 | 156 | $674,812,300 | +$30,579,162 | -$48,010,117 | -$17,430,955 | AAPL, AMZN, GOOGL, DHR, V | 13F-HR | 09 Feb 2023, 14:06 |
| Q3 2022 | 145 | $657,201,000 | +$80,312,353 | -$130,889,367 | -$50,577,014 | AAPL, AMZN, GOOGL, DHR, VCSH | 13F-HR | 02 Nov 2022, 11:34 |
| Q2 2022 | 152 | $780,478,000 | +$38,115,847 | -$19,834,419 | +$18,281,428 | AAPL, AMZN, GOOGL, DHR, V | 13F-HR | 21 Jul 2022, 15:10 |
| Q1 2022 | 161 | $936,963,000 | +$27,402,645 | -$30,975,762 | -$3,573,117 | AAPL, AMZN, GOOGL, DHR, V | 13F-HR | 12 May 2022, 17:22 |
| Q4 2021 | 161 | $1,026,450,000 | +$19,108,512 | -$15,910,118 | +$3,198,394 | AAPL, AMZN, GOOGL, DHR, V | 13F-HR | 09 Feb 2022, 09:45 |
| Q3 2021 | 158 | $934,259,000 | +$18,714,935 | -$17,475,907 | +$1,239,028 | AMZN, AAPL, GOOGL, DHR, V | 13F-HR | 08 Nov 2021, 12:09 |
| Q2 2021 | 155 | $922,414,000 | +$11,950,201 | -$63,704,332 | -$51,754,131 | AMZN, AAPL, GOOGL, DHR, V | 13F-HR | 13 Aug 2021, 12:16 |
| Q1 2021 | 152 | $887,394,000 | +$41,333,502 | -$17,894,789 | +$23,438,713 | AMZN, AAPL, GOOGL, V, DHR | Restatement | 05 May 2021, 18:17 |
| Q4 2020 | 145 | $845,503,000 | +$29,201,773 | -$15,952,987 | +$13,248,786 | AMZN, AAPL, V, GOOGL, DHR | 13F-HR | 29 Jan 2021, 13:34 |
| Q3 2020 | 138 | $743,229,000 | +$53,216,984 | -$23,929,195 | +$29,287,789 | AMZN, AAPL, DHR, V, CRM | 13F-HR | 30 Oct 2020, 15:32 |
| Q2 2020 | 144 | $694,267,000 | +$19,608,544 | -$23,700,355 | -$4,091,811 | AMZN, AAPL, V, DHR, GOOGL | 13F-HR | 28 Jul 2020, 11:45 |
| Q1 2020 | 137 | $571,671,000 | +$10,475,374 | -$18,070,719 | -$7,595,345 | AMZN, AAPL, V, GOOGL, DHR | 13F-HR | 22 Apr 2020, 09:54 |
| Q4 2019 | 138 | $702,738,000 | +$18,324,118 | -$16,846,789 | +$1,477,329 | AMZN, AAPL, V, DHR, GOOGL | 13F-HR | 29 Jan 2020, 11:14 |
| Q3 2019 | 140 | $648,709,000 | +$11,779,710 | -$18,005,052 | -$6,225,342 | AMZN, AAPL, V, DHR, GOOGL | 13F-HR | 21 Oct 2019, 12:11 |
| Q2 2019 | 138 | $645,099,000 | +$8,606,500 | -$19,062,084 | -$10,455,584 | AMZN, AAPL, V, DHR, GOOGL | 13F-HR | 25 Jul 2019, 09:07 |
| Q1 2019 | 138 | $623,537,000 | +$21,362,537 | -$17,918,663 | +$3,443,874 | AMZN, AAPL, V, DHR, GOOGL | 13F-HR | 25 Apr 2019, 10:40 |
| Q4 2018 | 137 | $543,697,000 | +$20,372,461 | -$32,620,191 | -$12,247,730 | AMZN, AAPL, V, GOOGL, DHR | 13F-HR | 01 Feb 2019, 13:57 |
| Q3 2018 | 152 | $641,018,000 | +$16,051,496 | -$7,309,043 | +$8,742,453 | AMZN, AAPL, GOOGL, V, CRM | 13F-HR | 25 Oct 2018, 12:31 |
| Q2 2018 | 149 | $584,303,000 | +$16,537,104 | -$13,571,514 | +$2,965,590 | AMZN, AAPL, GOOGL, V, CRM | 13F-HR | 26 Jul 2018, 10:11 |
| Q1 2018 | 149 | $558,597,000 | +$15,140,945 | -$57,462,373 | -$42,321,428 | AMZN, AAPL, GOOGL, DHR, V | 13F-HR | 04 May 2018, 11:05 |
| Q4 2017 | 158 | $595,878,000 | +$40,062,900 | -$34,249,729 | +$5,813,171 | AMZN, AAPL, GOOGL, META, DHR | 13F-HR | 25 Jan 2018, 11:58 |
| Q3 2017 | 167 | $553,515,000 | +$91,946,859 | -$25,917,169 | +$66,029,690 | AMZN, AAPL, GOOGL, META, DHR | 13F-HR | 31 Oct 2017, 13:02 |
| Q2 2017 | 149 | $469,501,000 | +$27,388,022 | -$23,287,401 | +$4,100,621 | AMZN, AAPL, XOM, GOOGL, DHR | 13F-HR | 18 Jul 2017, 11:07 |
| Q1 2017 | 153 | $456,048,000 | +$18,344,481 | -$31,717,700 | -$13,373,219 | AMZN, AAPL, XOM, DHR, GOOGL | 13F-HR | 19 Apr 2017, 15:43 |
| Q4 2016 | 155 | $439,801,000 | +$28,110,126 | -$38,099,710 | -$9,989,584 | AMZN, XOM, AAPL, DHR, GOOGL | 13F-HR | 02 Feb 2017, 10:54 |
| Q3 2016 | 156 | $446,329,000 | +$42,838,142 | -$40,649,158 | +$2,188,984 | AMZN, XOM, DHR, AAPL, GOOGL | 13F-HR | 27 Oct 2016, 09:58 |
| Q2 2016 | 156 | $435,013,000 | +$21,779,222 | -$20,684,482 | +$1,094,740 | DHR, XOM, AMZN, LOW, AAPL | 13F-HR | 21 Jul 2016, 09:56 |
| Q1 2016 | 156 | $431,349,000 | +$19,110,068 | -$27,878,104 | -$8,768,036 | DHR, AAPL, XOM, AMZN, LOW | 13F-HR | 03 May 2016, 15:41 |
| Q4 2015 | 157 | $448,263,000 | +$45,815,213 | -$41,802,942 | +$4,012,271 | DHR, AAPL, XOM, AMZN, GILD | 13F-HR | 19 Jan 2016, 13:33 |
| Q3 2015 | 145 | $421,689,000 | +$17,931,424 | -$22,247,072 | -$4,315,648 | AAPL, DHR, XOM, GILD, V | 13F-HR | 16 Oct 2015, 11:08 |
| Q2 2015 | 155 | $461,409,000 | +$19,884,712 | -$19,075,792 | +$808,920 | AAPL, GILD, XOM, DHR, UTX | 13F-HR | 15 Jul 2015, 15:05 |
| Q1 2015 | 156 | $455,244,000 | +$33,791,757 | -$20,809,782 | +$12,981,975 | AAPL, XOM, DHR, GILD, UTX | 13F-HR | 17 Apr 2015, 10:20 |
| Q4 2014 | 157 | $446,767,000 | +$34,965,671 | -$32,761,373 | +$2,204,298 | XOM, AAPL, DHR, GILD, UTX | 13F-HR | 23 Jan 2015, 12:42 |
| Q3 2014 | 160 | $425,687,000 | +$20,610,275 | -$31,810,422 | -$11,200,147 | XOM, GILD, AAPL, DHR, UTX | 13F-HR | 21 Oct 2014, 09:44 |
| Q2 2014 | 153 | $439,892,000 | +$40,392,955 | -$24,215,904 | +$16,177,051 | XOM, AAPL, GILD, DHR, UTX | 13F-HR | 24 Jul 2014, 13:20 |
| Q1 2014 | 148 | $429,054,000 | +$67,534,143 | -$20,140,287 | +$47,393,856 | XOM, DHR, UTX, GILD, AAPL | 13F-HR | 22 Apr 2014, 12:38 |
| Q4 2013 | 132 | $380,938,000 | $0 | $0 | $0 | XOM, DHR, UTX, GE, AAPL | 13F-HR | 06 Feb 2014, 10:34 |