Institutions / Appleton Partners INC/MA / Activity
Activity — Appleton Partners INC/MA
234 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Arthur J. Gallagher & Co. Common stock | $-12.8K | -49K -100.00% | 0 | low |
| Q1 2026 as of | New | G39387108 Common stock | $12.0K | +269K | 268,748 0.83% of portfolio | low |
| Q1 2026 as of | New | S&P Global Inc. Common stock | $9.7K | +23K | 22,892 0.68% of portfolio | low |
| Q1 2026 as of | Trim | Home Depot, Inc. Common stock | $-9.4K | -29K -43.94% | 36,420 0.84% of portfolio | low |
| Q1 2026 as of | Trim | Intuit Inc. Common stock | $-6.6K | -15K -65.22% | 8,199 0.25% of portfolio | low |
| Q1 2026 as of | Trim | Roper Technologies Inc Common stock | $-6.1K | -17K -80.61% | 4,138 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Micron Technology Inc Common stock | $-5.0K | -15K -12.64% | 102,823 2.42% of portfolio | low |
| Q1 2026 as of | Add | Solventum Corp Common stock | $3.5K | +53K +60.20% | 141,689 0.65% of portfolio | low |
| Q1 2026 as of | Trim | Lockheed Martin Corp Common stock | $-2.6K | -4K -66.54% | 2,147 0.09% of portfolio | low |
| Q1 2026 as of | Add | Netflix Inc Common stock | $2.0K | +21K +12.08% | 191,195 1.28% of portfolio | low |
| Q1 2026 as of | Exit | Zoetis Inc. Common stock | $-1.9K | -15K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Northrop Grumman Corp Common stock | $-1.8K | -3K -50.09% | 2,683 0.13% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y506 Common stock | $-1.4K | -23K -4.29% | 520,194 2.22% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-1.3K | -5K -1.49% | 336,626 5.96% of portfolio | low |
| Q1 2026 as of | Trim | 46641Q837 Common stock | $-1.2K | -24K -5.02% | 455,063 1.61% of portfolio | low |
| Q1 2026 as of | Add | 78464A375 Common stock | $1.2K | +35K +11.50% | 340,815 0.80% of portfolio | low |
| Q1 2026 as of | Trim | GE Vernova Inc. Common stock | $-1.2K | -1K -3.11% | 41,914 2.55% of portfolio | low |
| Q1 2026 as of | Add | 78464A649 Common stock | $1.1K | +44K +13.09% | 381,846 0.68% of portfolio | low |
| Q1 2026 as of | Add | ServiceNow Inc Common stock | $1.1K | +10K +18.87% | 64,057 0.47% of portfolio | low |
| Q1 2026 as of | Trim | State Street SPDR S&P Oil & Gas Exploration & Production ETF Common stock | $-886 | -29K -6.03% | 448,206 0.96% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $880 | +957 +5.28% | 19,092 1.22% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-866 | -3K -6.08% | 46,561 0.93% of portfolio | low |
| Q1 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-814 | -817 -7.99% | 9,413 0.65% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $719 | +2K +1.65% | 119,394 3.08% of portfolio | low |
| Q1 2026 as of | Add | QXO, Inc. Common stock | $687 | +35K +5.76% | 649,265 0.88% of portfolio | low |
| Q1 2026 as of | Trim | Thermo Fisher Scientific Inc. Common stock | $-597 | -1K -8.16% | 13,683 0.47% of portfolio | low |
| Q1 2026 as of | Add | 33739E108 Common stock | $556 | +31K +15.37% | 235,270 0.29% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-551 | -1K -3.45% | 32,147 1.07% of portfolio | low |
| Q1 2026 as of | New | 464287515 Common stock | $508 | +6K | 6,340 0.04% of portfolio | low |
| Q1 2026 as of | Add | 654445303 Common stock | $491 | +36K +27.92% | 163,035 0.16% of portfolio | low |
| Q1 2026 as of | Add | Air Products & Chemicals, Inc. Common stock | $465 | +2K +18.01% | 10,486 0.21% of portfolio | low |
| Q1 2026 as of | Add | Welltower, Inc. Common stock | $423 | +2K +2.30% | 95,106 1.31% of portfolio | low |
| Q1 2026 as of | Add | 46435G672 Common stock | $407 | +8K +5.99% | 143,849 0.50% of portfolio | low |
| Q1 2026 as of | Add | Hershey Co Common stock | $402 | +2K +8.89% | 23,684 0.34% of portfolio | low |
| Q1 2026 as of | Trim | Verisk Analytics, Inc. Common stock | $-389 | -2K -4.34% | 45,173 0.60% of portfolio | low |
| Q1 2026 as of | Add | Blackstone Inc Common stock | $374 | +3K +3.29% | 102,007 0.82% of portfolio | low |
| Q1 2026 as of | Trim | 21037X100 Common stock | $-368 | -209 -8.41% | 2,276 0.28% of portfolio | low |
| Q1 2026 as of | Add | Evercore Inc Common stock | $364 | +1K +3.98% | 31,925 0.66% of portfolio | low |
| Q1 2026 as of | New | EchoStar CORP Common stock | $344 | +3K | 2,941 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-339 | -1K -0.85% | 137,093 2.74% of portfolio | low |
| Q1 2026 as of | Trim | Unitedhealth Group Inc Common stock | $-337 | -1K -2.91% | 41,610 0.79% of portfolio | low |
| Q1 2026 as of | Trim | 381430503 Common stock | $-335 | -3K -0.63% | 420,407 3.67% of portfolio | low |
| Q1 2026 as of | New | CARRIER GLOBAL Corp Common stock | $317 | +6K | 5,634 0.02% of portfolio | low |
| Q1 2026 as of | Add | 46641Q654 Common stock | $306 | +6K +5.01% | 125,568 0.45% of portfolio | low |
| Q1 2026 as of | Exit | MongoDB, Inc. Common stock | $-299 | -712 -100.00% | 0 | low |
| Q1 2026 as of | Trim | Broadcom Inc. Common stock | $-282 | -910 -0.76% | 118,722 2.56% of portfolio | low |
| Q1 2026 as of | Trim | 78462F103 Common stock | $-282 | -433 -2.11% | 20,070 0.91% of portfolio | low |
| Q1 2026 as of | Exit | 336920103 Common stock | $-281 | -2K -100.00% | 0 | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-280 | -2K -1.83% | 86,109 1.05% of portfolio | low |
| Q1 2026 as of | Trim | 46641Q332 Common stock | $-279 | -5K -1.87% | 258,791 1.02% of portfolio | low |