SEC 13F Intelligence

Appleton Partners Inc/Ma / META

Appleton Partners Inc/Ma’s Meta Platforms Inc Position

Does Appleton Partners Inc/Ma own Meta Platforms Inc (META)? Yes — 34.0K shares worth $19M (+1.35% of its 13F portfolio) as of Q1 2026, up from 33.5K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
34.0K
% of Portfolio
+1.35%
Quarters Held
29
currently held

Position History META

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $3MQ3 ’19: $2MQ4 ’19: $3MQ1 ’20: $2MQ1 ’20Q2 ’20: $3MQ3 ’20: $3MQ4 ’20: $3MQ1 ’21: $4MQ1 ’21Q2 ’21: $4MQ3 ’21: $4MQ4 ’21: $4MQ1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $1MQ4 ’22: $969,000Q1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $12MQ3 ’24: $15MQ4 ’24: $15MQ1 ’25: $18MQ1 ’25Q2 ’25: $24MQ3 ’25: $25MQ4 ’25: $22MQ1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.0K$19M+1.35%
Q4 202533.5K$22M+1.46%
Q3 202533.8K$25M+1.67%
Q2 202532.6K$24M+1.70%
Q1 202531.9K$18M+1.42%
Q4 202426.3K$15M+1.14%
Q3 202425.4K$15M+1.07%
Q2 202423.2K$12M+0.90%
Q1 20246.9K$3M+0.26%
Q4 20237.3K$3M+0.21%
Q3 20237.6K$2M+0.20%
Q2 20237.7K$2M+0.19%
Q1 20237.8K$2M+0.15%
Q4 20228.1K$969,000+0.09%
Q3 20229.4K$1M+0.13%
Q2 20229.8K$2M+0.15%
Q1 202210.5K$2M+0.19%
Q4 202110.8K$4M+0.27%
Q3 202111.1K$4M+0.31%
Q2 202112.1K$4M+0.36%
Q1 202112.6K$4M+0.35%
Q4 202012.7K$3M+0.34%
Q3 202012.7K$3M+0.37%
Q2 202013.0K$3M+0.35%
Q1 202013.9K$2M+0.32%
Q4 201914.5K$3M+0.33%
Q3 201913.9K$2M+0.30%
Q2 201914.0K$3M+0.33%
Q1 201913.6K$2M+0.30%

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 META.