13F Filings History of APPLETON PARTNERS INC/MA
- Latest 13F filing
- Q2 2026 - 21 Jul 2026
- Latest reported 13F value
- $1,631,983,000
- Largest 13F holdings
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AAPL MU GSLC SCHX GOOG GEV MSFT AVGO AMZN JPM MS XLE
+8 more
V SCHF LLY JPST GFS WELL IEMG GSIE - Form 13F summary
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- APPLETON PARTNERS INC/MA Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- APPLETON PARTNERS INC/MA reported 275 equity holdings with a total reported market value of $1,631,983,000 for Q2 2026. Top reported holdings included AAPL, MU, GSLC, SCHX, and GOOG.
- Manager signature
- Michael Howard - Chief Compliance Officer
- Manager location
- Boston, MA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$1,631,983,000
Quarter delta
+$198,392,000
Accepted
21 Jul 2026, 13:36
Rows shown
1-25 of 51
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 275 | $1,631,983,000 | +$75,581,468 | -$87,459,729 | -$11,878,261 | AAPL, MU, GSLC, SCHX, GOOG | 13F-HR | 21 Jul 2026, 13:36 |
| Q1 2026 | 262 | $1,433,591,000 | +$42,004,113 | -$67,843,413 | -$25,839,300 | AAPL, GSLC, SCHX, MSFT, GOOG | 13F-HR | 28 Apr 2026, 16:34 |
| Q4 2025 | 263 | $1,518,018,000 | +$75,264,102 | -$33,927,274 | +$41,336,828 | AAPL, MSFT, GSLC, SCHX, GOOG | 13F-HR | 09 Jan 2026, 13:47 |
| Q3 2025 | 256 | $1,490,031,000 | +$59,227,102 | -$70,352,731 | -$11,125,629 | AAPL, MSFT, GSLC, SCHX, AVGO | 13F-HR | 05 Nov 2025, 13:40 |
| Q2 2025 | 251 | $1,413,190,000 | +$48,578,123 | -$44,130,934 | +$4,447,189 | AAPL, MSFT, GSLC, SCHX, AMZN | 13F-HR | 22 Jul 2025, 13:32 |
| Q1 2025 | 243 | $1,294,021,000 | +$48,079,809 | -$62,007,684 | -$13,927,875 | AAPL, GSLC, MSFT, SCHX, AMZN | 13F-HR | 22 Apr 2025, 08:35 |
| Q4 2024 | 253 | $1,352,913,000 | +$106,038,935 | -$79,021,926 | +$27,017,009 | AAPL, MSFT, GSLC, SCHX, AMZN | 13F-HR | 28 Jan 2025, 11:17 |
| Q3 2024 | 255 | $1,359,241,000 | +$53,789,140 | -$33,826,205 | +$19,962,935 | AAPL, MSFT, GSLC, SCHX, AMZN | 13F-HR | 01 Oct 2024, 15:17 |
| Q2 2024 | 259 | $1,298,275,000 | +$44,463,771 | -$43,368,842 | +$1,094,929 | AAPL, MSFT, GSLC, SCHX, AMZN | 13F-HR | 02 Jul 2024, 10:11 |
| Q1 2024 | 273 | $1,288,410,000 | +$46,520,963 | -$77,759,108 | -$31,238,145 | AAPL, MSFT, GSLC, SCHX, AMZN | 13F-HR | 01 Apr 2024, 12:20 |
| Q4 2023 | 285 | $1,240,046,000 | +$48,762,787 | -$49,506,040 | -$743,253 | AAPL, MSFT, GSLC, JPST, SCHX | 13F-HR | 02 Jan 2024, 14:48 |
| Q3 2023 | 289 | $1,125,115,000 | +$41,852,579 | -$60,534,791 | -$18,682,212 | AAPL, JPST, MSFT, GSLC, SCHX | 13F-HR | 03 Oct 2023, 13:53 |
| Q2 2023 | 287 | $1,184,418,000 | +$54,696,290 | -$64,294,316 | -$9,598,026 | AAPL, JPST, MSFT, GSLC, SCHX | 13F-HR | 10 Jul 2023, 13:18 |
| Q1 2023 | 295 | $1,124,251,000 | +$45,504,347 | -$33,517,032 | +$11,987,315 | AAPL, JPST, GSLC, MSFT, SCHX | 13F-HR | 10 Apr 2023, 14:53 |
| Q4 2022 | 295 | $1,055,625,000 | +$45,100,245 | -$49,580,905 | -$4,480,660 | AAPL, JPST, GSLC, MSFT, SCHX | 13F-HR | 19 Jan 2023, 13:23 |
| Q3 2022 | 292 | $999,667,000 | +$44,657,589 | -$23,745,773 | +$20,911,816 | AAPL, JPST, GSLC, MSFT, SCHX | 13F-HR | 27 Oct 2022, 12:56 |
| Q2 2022 | 293 | $1,057,457,000 | +$58,250,512 | -$28,023,561 | +$30,226,951 | AAPL, JPST, GSLC, MSFT, SCHX | 13F-HR | 08 Jul 2022, 11:23 |
| Q1 2022 | 302 | $1,223,221,000 | +$49,441,016 | -$32,829,477 | +$16,611,539 | AAPL, GSLC, MSFT, JPST, AMZN | 13F-HR | 05 Apr 2022, 11:21 |
| Q4 2021 | 310 | $1,328,462,000 | +$44,930,599 | -$27,100,704 | +$17,829,895 | AAPL, GSLC, MSFT, HD, SCHX | 13F-HR | 03 Feb 2022, 09:18 |
| Q3 2021 | 291 | $1,200,884,000 | +$49,047,961 | -$25,000,993 | +$24,046,968 | AAPL, GSLC, MSFT, JPST, AMZN | 13F-HR | 14 Oct 2021, 13:03 |
| Q2 2021 | 286 | $1,174,228,000 | +$45,912,579 | -$23,350,065 | +$22,562,514 | AAPL, GSLC, AMZN, MSFT, SCHX | 13F-HR | 07 Jul 2021, 16:49 |
| Q1 2021 | 279 | $1,075,786,000 | +$45,883,586 | -$19,689,533 | +$26,194,053 | AAPL, GSLC, AMZN, JPST, MSFT | 13F-HR | 19 Apr 2021, 14:06 |
| Q4 2020 | 273 | $1,015,714,000 | +$30,463,545 | -$16,953,559 | +$13,509,986 | AAPL, GSLC, AMZN, JPST, V | 13F-HR | 19 Jan 2021, 11:32 |
| Q3 2020 | 261 | $905,609,000 | +$64,342,965 | -$15,372,426 | +$48,970,539 | AAPL, GSLC, AMZN, JPST, V | 13F-HR | 14 Oct 2020, 08:59 |
| Q2 2020 | 256 | $835,102,000 | +$19,368,408 | -$42,274,586 | -$22,906,178 | AAPL, JPST, GSLC, AMZN, V | 13F-HR | 14 Aug 2020, 17:24 |