SEC 13F Intelligence

Appleton Partners Inc/Ma / CW

Appleton Partners Inc/Ma’s Curtiss Wright Corp Position

Does Appleton Partners Inc/Ma own Curtiss Wright Corp (CW)? Yes — 22.2K shares worth $15M (+1.06% of its 13F portfolio) as of Q1 2026, down from 22.7K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
22.2K
% of Portfolio
+1.06%
Quarters Held
6
currently held

Position History CW

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q1 ’25: $8MQ1 ’25Q2 ’25: $11MQ2 ’25Q3 ’25: $12MQ3 ’25Q4 ’25: $12MQ4 ’25Q1 ’26: $15MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.2K$15M+1.06%
Q4 202522.7K$12M+0.82%
Q3 202522.9K$12M+0.83%
Q2 202522.7K$11M+0.79%
Q1 202524.1K$8M+0.59%
Q4 202414.0K$5M+0.37%

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 CW.