SEC 13F Intelligence

Appleton Partners Inc/Ma / BX

Appleton Partners Inc/Ma’s Blackstone Inc Position

Does Appleton Partners Inc/Ma own Blackstone Inc (BX)? Yes102.0K shares worth $12M (+0.82% of its 13F portfolio) as of Q1 2026, up from 98.8K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
102.0K
% of Portfolio
+0.82%
Quarters Held
20
currently held

Position History BX

Reported value by quarter
Q2 ’21: $374,000Q2 ’21Q3 ’21: $918,000Q4 ’21: $2MQ1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $1MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $5MQ3 ’23Q4 ’23: $11MQ1 ’24: $13MQ2 ’24: $12MQ2 ’24Q3 ’24: $15MQ4 ’24: $17MQ1 ’25: $14MQ1 ’25Q2 ’25: $15MQ3 ’25: $17MQ4 ’25: $15MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026102.0K$12M+0.82%
Q4 202598.8K$15M+1.00%
Q3 202597.9K$17M+1.12%
Q2 202597.5K$15M+1.03%
Q1 202597.1K$14M+1.05%
Q4 202495.8K$17M+1.22%
Q3 2024100.3K$15M+1.13%
Q2 202499.7K$12M+0.95%
Q1 202498.8K$13M+1.01%
Q4 202385.2K$11M+0.90%
Q3 202343.6K$5M+0.42%
Q2 202330.6K$3M+0.24%
Q1 202328.9K$3M+0.23%
Q4 202224.8K$2M+0.17%
Q3 202217.3K$1M+0.14%
Q2 202216.7K$2M+0.14%
Q1 202216.0K$2M+0.17%
Q4 202115.4K$2M+0.15%
Q3 20217.9K$918,000+0.08%
Q2 20213.8K$374,000+0.03%

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 BX.