13F Filings History of BOSTON FAMILY OFFICE LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$1,577,117,000
Signature - Title
George Beal - Managing Partner
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by BOSTON FAMILY OFFICE LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BOSTON FAMILY OFFICE LLC reported 309 stock holdings with total value $1,577,117,000 as of Q4 2025. Top holdings included AAPL, MSFT, GOOG, AMZN, and V.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 309 $1,577,117,000 +$67,306,027 -$60,829,015 +$6,477,012 AAPL, MSFT, GOOG, AMZN, V 13F-HR 13 Feb 2026, 09:52
Q3 2025 295 $1,571,122,000 +$55,908,715 -$53,508,518 +$2,400,197 AAPL, MSFT, AMZN, GOOG, V 13F-HR 12 Nov 2025, 15:38
Q2 2025 284 $1,505,775,000 +$42,059,225 -$21,898,999 +$20,160,226 MSFT, AAPL, AMZN, V, GOOG 13F-HR 13 Aug 2025, 11:43
Q1 2025 279 $1,412,607,000 +$38,623,849 -$37,587,320 +$1,036,529 AAPL, MSFT, V, AMZN, GOOG 13F-HR 13 May 2025, 14:09
Q4 2024 273 $1,456,370,000 +$36,273,437 -$31,093,438 +$5,179,999 AAPL, MSFT, AMZN, V, GOOG 13F-HR 12 Feb 2025, 15:33
Q3 2024 275 $1,476,813,000 +$39,670,506 -$34,784,837 +$4,885,669 AAPL, MSFT, AMZN, V, GOOG 13F-HR 13 Nov 2024, 09:42
Q2 2024 264 $1,387,716,000 +$50,584,738 -$48,119,837 +$2,464,901 AAPL, MSFT, AMZN, GOOG, V 13F-HR 12 Aug 2024, 14:49
Q1 2024 263 $1,389,941,000 +$22,877,521 -$33,350,864 -$10,473,343 MSFT, AAPL, AMZN, V, SPY 13F-HR 13 May 2024, 09:59
Q4 2023 259 $1,330,157,000 +$22,209,861 -$40,853,460 -$18,643,599 AAPL, MSFT, AMZN, V, ANSS 13F-HR 12 Feb 2024, 12:12
Q3 2023 252 $1,220,213,000 +$25,651,017 -$32,637,077 -$6,986,060 AAPL, MSFT, AMZN, V, SPY 13F-HR 13 Nov 2023, 10:40
Q2 2023 260 $1,304,868,000 +$26,639,842 -$41,235,197 -$14,595,355 AAPL, MSFT, AMZN, V, ANSS 13F-HR 14 Aug 2023, 12:39
Q1 2023 260 $1,248,088,000 +$18,512,415 -$55,305,540 -$36,793,125 AAPL, MSFT, ANSS, V, SPY 13F-HR 10 May 2023, 10:07
Q4 2022 267 $1,203,956,000 +$28,313,753 -$35,415,644 -$7,101,891 AAPL, MSFT, V, SPY, UNP 13F-HR 07 Feb 2023, 11:00
Q3 2022 260 $1,125,042,000 +$65,903,091 -$35,169,890 +$30,733,201 AAPL, MSFT, AMZN, SPY, UNP 13F-HR 08 Nov 2022, 10:02
Q2 2022 268 $1,196,936,000 +$60,218,987 -$37,846,160 +$22,372,827 AAPL, MSFT, UNP, SPY, AMT 13F-HR 11 Aug 2022, 09:21
Q1 2022 286 $1,405,338,000 +$40,617,341 -$48,157,554 -$7,540,213 AAPL, MSFT, AMZN, UNP, SPY 13F-HR 11 May 2022, 16:05
Q4 2021 282 $1,538,111,000 +$48,163,125 -$39,898,230 +$8,264,895 AAPL, MSFT, ZBRA, AMZN, ANSS 13F-HR 14 Feb 2022, 11:35
Q3 2021 279 $1,380,627,000 +$21,855,455 -$29,085,773 -$7,230,318 AAPL, MSFT, AMZN, ZBRA, ANSS 13F-HR 15 Nov 2021, 10:34
Q2 2021 278 $1,401,357,000 +$32,674,690 -$41,082,282 -$8,407,592 AAPL, AMZN, MSFT, ZBRA, ANSS 13F-HR 12 Aug 2021, 11:54
Q1 2021 265 $1,315,662,000 +$21,046,983 -$42,272,158 -$21,225,175 AAPL, AMZN, ZBRA, MSFT, ANSS 13F-HR 06 May 2021, 20:59
Q4 2020 258 $1,299,777,000 +$126,496,990 -$32,230,952 +$94,266,038 AAPL, AMZN, ANSS, MSFT, ZBRA 13F-HR 16 Feb 2021, 09:15
Q3 2020 236 $1,101,952,000 +$52,956,050 -$23,505,086 +$29,450,964 AAPL, AMZN, MMC, ANSS, MSFT 13F-HR 10 Nov 2020, 10:40
Q2 2020 243 $1,028,469,000 +$26,208,795 -$27,345,653 -$1,136,858 AAPL, AMZN, MMC, MSFT, ANSS 13F-HR 06 Aug 2020, 14:35
Q1 2020 235 $846,504,000 +$13,242,528 -$26,245,273 -$13,002,745 AAPL, MMC, AMZN, MSFT, AMT 13F-HR 11 May 2020, 16:37
Q4 2019 251 $1,051,603,000 +$32,702,404 -$20,995,158 +$11,707,246 AAPL, MMC, AMT, ANSS, SPY 13F-HR 05 Feb 2020, 12:11
Q3 2019 250 $964,048,000 +$13,551,359 -$19,433,639 -$5,882,280 AAPL, AMT, SPY, UNP, ANSS 13F-HR 12 Nov 2019, 16:31
Q2 2019 256 $963,147,000 +$20,533,260 -$16,332,293 +$4,200,967 AAPL, AMT, UNP, AMZN, SPY 13F-HR 30 Jul 2019, 15:31
Q1 2019 249 $925,331,000 +$35,509,232 -$36,031,616 -$522,384 AAPL, AMT, UNP, SPY, AMZN 13F-HR 09 May 2019, 11:59
Q4 2018 246 $804,499,000 +$22,104,134 -$47,188,573 -$25,084,439 AAPL, AMT, SPY, UNP, JNJ 13F-HR 12 Feb 2019, 16:20
Q3 2018 263 $948,956,000 +$16,930,878 -$18,632,890 -$1,702,012 AAPL, UNP, SPY, JNJ, AMZN 13F-HR 01 Nov 2018, 16:36
Q2 2018 262 $883,589,000 +$32,599,013 -$40,005,598 -$7,406,585 AAPL, SPY, UNP, AMT, JNJ 13F-HR 26 Jul 2018, 16:43
Q1 2018 259 $876,801,000 +$20,276,673 -$29,509,338 -$9,232,665 AAPL, SPY, JNJ, UNP, AMT 13F-HR 30 Apr 2018, 15:50
Q4 2017 259 $907,772,000 +$26,499,967 -$37,766,621 -$11,266,654 AAPL, JNJ, SPY, UNP, ANSS 13F-HR 06 Feb 2018, 13:30
Q3 2017 255 $880,405,000 +$27,605,732 -$19,476,393 +$8,129,339 AAPL, SPY, JNJ, CELG, UNP 13F-HR 13 Nov 2017, 11:35
Q2 2017 250 $844,829,000 +$19,855,739 -$14,440,925 +$5,414,814 AAPL, JNJ, SPY, CELG, AMT 13F-HR 04 Aug 2017, 12:10
Q1 2017 242 $813,372,000 +$29,307,210 -$24,476,969 +$4,830,241 AAPL, JNJ, SPY, CELG, UNP 13F-HR 05 May 2017, 16:09
Q4 2016 239 $769,906,000 +$8,699,821 -$18,683,979 -$9,984,158 AAPL, JNJ, SPY, XOM, CELG 13F-HR 06 Feb 2017, 11:22
Q3 2016 241 $771,580,000 +$10,231,797 -$23,427,906 -$13,196,109 JNJ, AAPL, SPY, XOM, CELG 13F-HR 03 Nov 2016, 10:11
Q2 2016 245 $771,769,000 +$24,925,410 -$26,451,280 -$1,525,870 JNJ, XOM, SPY, AAPL, SRCL 13F-HR 04 Aug 2016, 10:41
Q1 2016 237 $758,995,000 +$48,056,735 -$35,397,283 +$12,659,452 JNJ, SRCL, XOM, SPY, GILD 13F-HR 26 Apr 2016, 10:54
Q4 2015 236 $730,588,000 +$20,374,686 -$30,504,780 -$10,130,094 SPY, CELG, GILD, JNJ, SRCL 13F-HR 04 Feb 2016, 10:40
Q3 2015 233 $717,870,000 +$21,061,723 -$34,285,065 -$13,223,342 SPY, SRCL, VWO, GILD, CELG 13F-HR 04 Nov 2015, 15:10
Q2 2015 255 $795,584,000 +$19,735,602 -$26,906,627 -$7,171,025 VWO, GILD, SPY, CELG, SRCL 13F-HR 07 Aug 2015, 14:07
Q1 2015 259 $805,410,000 +$13,662,124 -$18,408,398 -$4,746,274 VWO, SPY, GILD, JNJ, CELG 13F-HR 11 May 2015, 11:08
Q4 2014 260 $802,590,000 +$15,767,988 -$16,627,026 -$859,038 VWO, JNJ, GILD, CELG, SPY 13F-HR 09 Feb 2015, 13:10
Q3 2014 257 $777,068,000 +$7,232,144 -$10,120,103 -$2,887,959 VWO, GILD, JNJ, SPY, XOM Restatement 31 Oct 2014, 16:25
Q2 2014 265 $787,808,000 +$46,871,722 -$16,632,741 +$30,238,981 VWO, JNJ, XOM, SPY, GILD 13F-HR 01 Aug 2014, 11:03
Q1 2014 257 $752,744,000 +$22,455,053 -$28,245,193 -$5,790,140 VWO, XOM, SPY, JNJ, GILD Restatement 12 May 2014, 14:58
Q4 2013 251 $757,813,000 $0 $0 $0 VWO, XOM, SPY, JNJ, GILD 13F-HR 10 Feb 2014, 14:45