APPLETON PARTNERS INC/MA

13F Filings History

Latest 13F report
Q3 2024 - Oct 1, 2024
Value $
$1.36B
Signature - Title
Michael Howard - Chief Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by APPLETON PARTNERS INC/MA. Form 13F is required to be filed within 45 days of the end of a calendar quarter. APPLETON PARTNERS INC/MA reported 255 stock holdings with total value $1.36B as of Q3 2024. Top holdings included AAPL, MSFT, GSLC, SCHX, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 255 $1.36B +$53.8M -$33.8M +$20M AAPL, MSFT, GSLC, SCHX, AMZN 13F-HR 10/1/2024, 03:17 PM
Q2 2024 259 $1.3B +$44.5M -$43.4M +$1.09M AAPL, MSFT, GSLC, SCHX, AMZN 13F-HR 7/2/2024, 10:11 AM
Q1 2024 273 $1.29B +$46.5M -$77.8M -$31.2M AAPL, MSFT, GSLC, SCHX, AMZN 13F-HR 4/1/2024, 12:20 PM
Q4 2023 285 $1.24B +$48.8M -$49.5M -$743K AAPL, MSFT, GSLC, JPST, SCHX 13F-HR 1/2/2024, 02:48 PM
Q3 2023 289 $1.13B +$41.9M -$60.5M -$18.7M AAPL, JPST, MSFT, GSLC, SCHX 13F-HR 10/3/2023, 01:53 PM
Q2 2023 287 $1.18B +$54.7M -$64.3M -$9.6M AAPL, JPST, MSFT, GSLC, SCHX 13F-HR 7/10/2023, 01:18 PM
Q1 2023 295 $1.12B +$45.5M -$33.5M +$12M AAPL, JPST, GSLC, MSFT, SCHX 13F-HR 4/10/2023, 02:53 PM
Q4 2022 295 $1.06B +$45.1M -$49.6M -$4.48M AAPL, JPST, GSLC, MSFT, SCHX 13F-HR 1/19/2023, 01:23 PM
Q3 2022 292 $1B +$44.7M -$23.7M +$20.9M AAPL, JPST, GSLC, MSFT, SCHX 13F-HR 10/27/2022, 12:56 PM
Q2 2022 293 $1.06B +$58.3M -$28M +$30.2M AAPL, JPST, GSLC, MSFT, SCHX 13F-HR 7/8/2022, 11:23 AM
Q1 2022 302 $1.22B +$49.4M -$32.8M +$16.6M AAPL, GSLC, MSFT, JPST, AMZN 13F-HR 4/5/2022, 11:21 AM
Q4 2021 310 $1.33B +$44.9M -$27.1M +$17.8M AAPL, GSLC, MSFT, HD, SCHX 13F-HR 2/3/2022, 09:18 AM
Q3 2021 291 $1.2B +$49M -$25M +$24M AAPL, GSLC, MSFT, JPST, AMZN 13F-HR 10/14/2021, 01:03 PM
Q2 2021 286 $1.17B +$45.9M -$23.4M +$22.6M AAPL, GSLC, AMZN, MSFT, SCHX 13F-HR 7/7/2021, 04:49 PM
Q1 2021 279 $1.08B +$45.9M -$19.7M +$26.2M AAPL, GSLC, AMZN, JPST, MSFT 13F-HR 4/19/2021, 02:06 PM
Q4 2020 273 $1.02B +$30.5M -$17M +$13.5M AAPL, GSLC, AMZN, JPST, V 13F-HR 1/19/2021, 11:32 AM
Q3 2020 261 $906M +$64.3M -$15.4M +$49M AAPL, GSLC, AMZN, JPST, V 13F-HR 10/14/2020, 08:59 AM
Q2 2020 256 $835M +$19.4M -$42.3M -$22.9M AAPL, JPST, GSLC, AMZN, V 13F-HR 8/14/2020, 05:24 PM
Q1 2020 257 $722M +$19M -$52.1M -$33.1M AAPL, JPST, GSLC, V, AMZN 13F-HR 5/4/2020, 11:35 AM
Q4 2019 288 $910M +$41.3M -$20.4M +$21M AAPL, GSLC, JPST, V, SCHX 13F-HR 1/13/2020, 11:29 AM
Q3 2019 278 $828M +$24.6M -$19M +$5.66M JPST, AAPL, GSLC, V, SCHX 13F-HR 11/4/2019, 11:43 AM
Q2 2019 279 $809M +$43.7M -$19.8M +$23.9M JPST, AAPL, GSLC, V, SCHX 13F-HR 7/25/2019, 01:15 PM
Q1 2019 261 $754M +$33.9M -$27.9M +$5.98M JPST, AAPL, GSLC, V, HD 13F-HR 4/17/2019, 11:41 AM
Q4 2018 255 $667M +$57.8M -$39M +$18.9M JPST, AAPL, GSLC, V, JPM 13F-HR 1/17/2019, 10:20 AM
Q3 2018 259 $751M +$29M -$20.6M +$8.39M AAPL, GSLC, V, JPM, HD 13F-HR 10/9/2018, 08:37 AM
Q2 2018 261 $698M +$52.5M -$31.9M +$20.6M AAPL, GSLC, V, JPM, HD 13F-HR 8/8/2018, 07:06 AM
Q1 2018 258 $659M +$45.8M -$31.3M +$14.5M GSLC, AAPL, SPY, JPM, V 13F-HR 4/11/2018, 08:18 AM
Q4 2017 258 $645M +$36M -$17.1M +$19M AAPL, GSLC, SPY, JPM, HD 13F-HR 1/12/2018, 11:02 AM
Q3 2017 239 $594M +$19.7M -$45.2M -$25.5M SPY, AAPL, GSLC, V, JPM 13F-HR 10/12/2017, 10:08 AM
Q2 2017 244 $595M +$46.1M -$16.9M +$29.2M SPY, AAPL, GSLC, JPM, V 13F-HR 7/11/2017, 04:29 PM
Q1 2017 229 $544M +$129M -$111M +$17.9M AAPL, SPY, GSLC, JPM, V 13F-HR 5/1/2017, 03:34 PM
Q4 2016 209 $495M +$13.1M -$48.6M -$35.5M AAPL, JPM, HD, V, META 13F-HR 2/13/2017, 03:40 PM
Q3 2016 213 $531M +$51.1M -$27.9M +$23.2M AAPL, V, HD, JPM, META 13F-HR 11/3/2016, 09:21 AM
Q2 2016 204 $489M +$27.5M -$40.4M -$12.9M AAPL, HD, V, JPM, META 13F-HR 8/3/2016, 05:02 PM
Q1 2016 206 $506M +$39.8M -$33.3M +$6.45M AAPL, HD, V, PANW, META 13F-HR 4/21/2016, 09:57 AM
Q4 2015 212 $507M +$60.4M -$19.8M +$40.5M AAPL, V, HD, WFC, PANW 13F-HR 1/22/2016, 10:11 AM
Q3 2015 200 $440M +$53M -$21.6M +$31.4M AAPL, V, HD, WFC, PANW 13F-HR 10/15/2015, 08:52 AM
Q2 2015 187 $446M +$31.8M -$28.1M +$3.7M AAPL, V, WFC, HD, IBB 13F-HR 7/15/2015, 11:18 AM
Q1 2015 183 $443M +$52.6M -$47.9M +$4.72M AAPL, V, WFC, HD, IBB 13F-HR 4/30/2015, 02:38 PM
Q4 2014 184 $437M +$24.5M -$26.2M -$1.71M AAPL, V, WFC, HD, JPM 13F-HR 2/4/2015, 10:39 AM
Q3 2014 188 $428M +$28.9M -$30.6M -$1.68M AAPL, V, WFC, SLB, JPM 13F-HR 11/6/2014, 11:46 AM
Q2 2014 176 $428M +$49.1M -$29.5M +$19.6M AAPL, SLB, WFC, V, JPM 13F-HR 7/23/2014, 09:42 AM
Q1 2014 170 $423M +$31.7M -$25.2M +$6.42M AAPL, V, WFC, CBI, CERN 13F-HR 4/30/2014, 08:10 AM
Q4 2013 167 $417M $0 $0 AAPL, V, CERN, CBI, MCD 13F-HR 2/13/2014, 12:41 PM