Appleton Partners Inc

SEC CIK: 0001055290
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America 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.

BAC overview All 13F holders of BAC Full Q2 2026 holdings

Shares (Q2 2026): 36,745
Value: $2.09M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Appleton Partners Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	36,745	$2.09M	0.1%	−711−1.9%	Reduced	Holders
Q1 2026	37,456	$1.83M	0.1%	−960−2.5%	Reduced	Holders
Q4 2025	38,416	$2.11M	0.1%	−2,555−6.2%	Reduced	Holders
Q3 2025	40,971	$2.11M	0.1%	−258−0.6%	Reduced	Holders
Q2 2025	41,229	$1.95M	0.1%	−3,155−7.1%	Reduced	Holders
Q1 2025	44,384	$1.85M	0.1%	−234,360−84.1%	Reduced	Holders
Q4 2024	278,744	$12.3M	0.9%	−16,432−5.6%	Reduced	Holders
Q3 2024	295,176	$11.7M	0.9%	−5,915−2.0%	Reduced	Holders
Q2 2024	301,091	$12.0M	0.9%	−3,428−1.1%	Reduced	Holders
Q1 2024	304,519	$11.5M	0.9%	−12,961−4.1%	Reduced	Holders
Q4 2023	317,480	$10.7M	0.9%	+8,438+2.7%	Added	Holders
Q3 2023	309,042	$8.46M	0.8%	−1,541−0.5%	Reduced	Holders
Q2 2023	310,583	$8.91M	0.8%	−32,409−9.4%	Reduced	Holders
Q1 2023	342,992	$9.81M	0.9%	+950.0%	Added	Holders
Q4 2022	342,897	$11.4M	1.1%	−10,120−2.9%	Reduced	Holders
Q3 2022	353,017	$10.7M	1.1%	−53,614−13.2%	Reduced	Holders
Q2 2022	406,631	$12.7M	1.2%	+540+0.1%	Added	Holders
Q1 2022	406,091	$16.7M	1.4%	−576−0.1%	Reduced	Holders
Q4 2021	406,667	$18.1M	1.4%	+13,165+3.3%	Added	Holders
Q3 2021	393,502	$16.7M	1.4%	+4,258+1.1%	Added	Holders
Q2 2021	389,244	$16.0M	1.4%	+13,588+3.6%	Added	Holders
Q1 2021	375,656	$14.5M	1.4%	–	–	Holders

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