SEC 13F Intelligence

Appleton Partners Inc/Ma / AAPL

Appleton Partners Inc/Ma’s Apple Inc Position

Does Appleton Partners Inc/Ma own Apple Inc (AAPL)? Yes — 336.6K shares worth $85M (+5.96% of its 13F portfolio) as of Q1 2026, down from 341.7K shares the prior filed quarter.

Position Value
$85M
Q1 2026
Shares
336.6K
% of Portfolio
+5.96%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $22MQ4 ’18Q1 ’19: $28MQ2 ’19: $29MQ3 ’19: $33MQ4 ’19: $45MQ4 ’19Q1 ’20: $37MQ2 ’20: $50MQ3 ’20: $62MQ4 ’20: $70MQ4 ’20Q1 ’21: $63MQ2 ’21: $69MQ3 ’21: $70MQ4 ’21: $87MQ4 ’21Q1 ’22: $84MQ2 ’22: $66MQ3 ’22: $65MQ4 ’22: $61MQ4 ’22Q1 ’23: $76MQ2 ’23: $88MQ3 ’23: $76MQ4 ’23: $83MQ4 ’23Q1 ’24: $69MQ2 ’24: $82MQ3 ’24: $89MQ4 ’24: $91MQ4 ’24Q1 ’25: $79MQ2 ’25: $72MQ3 ’25: $89MQ4 ’25: $93MQ4 ’25Q1 ’26: $85Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026336.6K$85M+5.96%
Q4 2025341.7K$93M+6.12%
Q3 2025348.1K$89M+5.95%
Q2 2025349.4K$72M+5.07%
Q1 2025354.4K$79M+6.08%
Q4 2024362.8K$91M+6.71%
Q3 2024381.9K$89M+6.55%
Q2 2024391.1K$82M+6.34%
Q1 2024401.2K$69M+5.34%
Q4 2023429.1K$83M+6.66%
Q3 2023445.5K$76M+6.78%
Q2 2023456.2K$88M+7.47%
Q1 2023459.6K$76M+6.74%
Q4 2022466.6K$61M+5.74%
Q3 2022469.0K$65M+6.48%
Q2 2022480.8K$66M+6.22%
Q1 2022479.9K$84M+6.85%
Q4 2021492.3K$87M+6.58%
Q3 2021496.5K$70M+5.85%
Q2 2021502.3K$69M+5.86%
Q1 2021513.9K$63M+5.84%
Q4 2020526.4K$70M+6.88%
Q3 2020534.5K$62M+6.84%
Q2 2020136.2K$50M+5.95%
Q1 2020146.8K$37M+5.17%
Q4 2019152.5K$45M+4.92%
Q3 2019146.6K$33M+3.96%
Q2 2019147.7K$29M+3.61%
Q1 2019145.9K$28M+3.67%
Q4 2018142.6K$22M+3.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Appleton Partners Inc/Ma’s full portfolio or all institutional holders of AAPL.