SEC 13F Intelligence

Appleton Partners Inc/Ma / MSFT

Appleton Partners Inc/Ma’s Microsoft Corp Position

Does Appleton Partners Inc/Ma own Microsoft Corp (MSFT)? Yes119.4K shares worth $44M (+3.08% of its 13F portfolio) as of Q1 2026, up from 117.5K shares the prior filed quarter.

Position Value
$44M
Q1 2026
Shares
119.4K
% of Portfolio
+3.08%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $13MQ2 ’19: $15MQ3 ’19: $15MQ4 ’19: $18MQ4 ’19Q1 ’20: $18MQ2 ’20: $23MQ3 ’20: $24MQ4 ’20: $27MQ4 ’20Q1 ’21: $29MQ2 ’21: $33MQ3 ’21: $35MQ4 ’21: $42MQ4 ’21Q1 ’22: $38MQ2 ’22: $32MQ3 ’22: $30MQ4 ’22: $31MQ4 ’22Q1 ’23: $38MQ2 ’23: $46MQ3 ’23: $43MQ4 ’23: $48MQ4 ’23Q1 ’24: $51MQ2 ’24: $54MQ3 ’24: $51MQ4 ’24: $50MQ4 ’24Q1 ’25: $46MQ2 ’25: $59MQ3 ’25: $61MQ4 ’25: $57MQ4 ’25Q1 ’26: $44Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026119.4K$44M+3.08%
Q4 2025117.5K$57M+3.74%
Q3 2025117.3K$61M+4.08%
Q2 2025118.3K$59M+4.16%
Q1 2025122.3K$46M+3.55%
Q4 2024119.6K$50M+3.73%
Q3 2024119.4K$51M+3.78%
Q2 2024120.5K$54M+4.15%
Q1 2024121.5K$51M+3.97%
Q4 2023126.4K$48M+3.83%
Q3 2023135.2K$43M+3.79%
Q2 2023134.7K$46M+3.87%
Q1 2023131.3K$38M+3.37%
Q4 2022129.1K$31M+2.93%
Q3 2022127.0K$30M+2.96%
Q2 2022126.4K$32M+3.07%
Q1 2022122.4K$38M+3.09%
Q4 2021124.3K$42M+3.15%
Q3 2021122.6K$35M+2.88%
Q2 2021120.4K$33M+2.78%
Q1 2021121.5K$29M+2.66%
Q4 2020119.8K$27M+2.62%
Q3 2020114.3K$24M+2.65%
Q2 2020113.6K$23M+2.77%
Q1 2020113.0K$18M+2.47%
Q4 2019112.4K$18M+1.95%
Q3 2019110.6K$15M+1.86%
Q2 2019109.5K$15M+1.81%
Q1 2019108.6K$13M+1.70%
Q4 2018107.0K$11M+1.63%

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 MSFT.