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Appleton Partners Inc

SEC CIK
0001055290
Latest filing
Jul 21, 2026

AMT holding history

American Tower Corp in every 13F filed by Appleton Partners Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMT overviewAll 13F holders of AMTFull Q2 2026 holdings

Shares (Q2 2026)
19,185
Value
$3.14M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of AMT by Appleton Partners Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,185$3.14M0.2%−636−3.2%ReducedHolders
Q1 202619,821$3.42M0.2%−983−4.7%ReducedHolders
Q4 202520,804$3.65M0.2%−822−3.8%ReducedHolders
Q3 202521,626$4.16M0.3%−21−0.1%ReducedHolders
Q2 202521,647$4.78M0.3%−987−4.4%ReducedHolders
Q1 202522,634$4.92M0.4%−1,959−8.0%ReducedHolders
Q4 202424,593$4.51M0.3%−127−0.5%ReducedHolders
Q3 202424,720$5.75M0.4%−802−3.1%ReducedHolders
Q2 202425,522$4.96M0.4%−753−2.9%ReducedHolders
Q1 202426,275$5.19M0.4%−471−1.8%ReducedHolders
Q4 202326,746$5.77M0.5%−5,530−17.1%ReducedHolders
Q3 202332,276$5.31M0.5%−26,501−45.1%ReducedHolders
Q2 202358,777$11.4M1.0%−3,076−5.0%ReducedHolders
Q1 202361,853$12.6M1.1%−905−1.4%ReducedHolders
Q4 202262,758$13.3M1.3%+379+0.6%AddedHolders
Q3 202262,379$13.4M1.3%−583−0.9%ReducedHolders
Q2 202262,962$16.1M1.5%+694+1.1%AddedHolders
Q1 202262,268$15.6M1.3%−990−1.6%ReducedHolders
Q4 202163,258$18.5M1.4%+892+1.4%AddedHolders
Q3 202162,366$16.6M1.4%−267−0.4%ReducedHolders
Q2 202162,633$16.9M1.4%−866−1.4%ReducedHolders
Q1 202163,499$15.2M1.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.