SEC 13F Intelligence

Appleton Partners Inc/Ma / V

Appleton Partners Inc/Ma’s Visa Inc Position

Does Appleton Partners Inc/Ma own Visa Inc (V)? Yes — 80.3K shares worth $24M (+1.69% of its 13F portfolio) as of Q1 2026, up from 80.3K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
80.3K
% of Portfolio
+1.69%
Quarters Held
30
currently held

Position History V

Reported value by quarter
Q4 ’18: $18MQ4 ’18Q1 ’19: $22MQ2 ’19: $24MQ3 ’19: $23MQ4 ’19: $25MQ4 ’19Q1 ’20: $21MQ2 ’20: $24MQ3 ’20: $25MQ4 ’20: $27MQ4 ’20Q1 ’21: $26MQ2 ’21: $28MQ3 ’21: $27MQ4 ’21: $26MQ4 ’21Q1 ’22: $26MQ2 ’22: $23MQ3 ’22: $20MQ4 ’22: $24MQ4 ’22Q1 ’23: $26MQ2 ’23: $27MQ3 ’23: $25MQ4 ’23: $27MQ4 ’23Q1 ’24: $27MQ2 ’24: $25MQ3 ’24: $26MQ4 ’24: $28MQ4 ’24Q1 ’25: $30MQ2 ’25: $30MQ3 ’25: $27MQ4 ’25: $28MQ4 ’25Q1 ’26: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202680.3K$24M+1.69%
Q4 202580.3K$28M+1.85%
Q3 202580.1K$27M+1.83%
Q2 202584.5K$30M+2.12%
Q1 202587.0K$30M+2.36%
Q4 202489.4K$28M+2.09%
Q3 202495.2K$26M+1.92%
Q2 202496.9K$25M+1.96%
Q1 202498.1K$27M+2.13%
Q4 2023105.4K$27M+2.21%
Q3 2023108.8K$25M+2.22%
Q2 2023112.7K$27M+2.26%
Q1 2023114.6K$26M+2.30%
Q4 2022115.1K$24M+2.27%
Q3 2022114.6K$20M+2.04%
Q2 2022116.6K$23M+2.17%
Q1 2022116.5K$26M+2.11%
Q4 2021118.1K$26M+1.93%
Q3 2021120.5K$27M+2.24%
Q2 2021120.9K$28M+2.41%
Q1 2021122.9K$26M+2.42%
Q4 2020123.3K$27M+2.66%
Q3 2020123.8K$25M+2.73%
Q2 2020126.0K$24M+2.91%
Q1 2020130.1K$21M+2.91%
Q4 2019135.5K$25M+2.80%
Q3 2019136.0K$23M+2.82%
Q2 2019135.9K$24M+2.91%
Q1 2019137.8K$22M+2.85%
Q4 2018139.7K$18M+2.76%

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 V.