Appleton Partners Inc

SEC CIK: 0001055290
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

BRK.B holding history

Berkshire Hathaway Inc 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.

BRK.B overview All 13F holders of BRK.B Full Q2 2026 holdings

Shares (Q2 2026): 32,382
Value: $16.2M
% of portfolio: 1.0%
Quarters held: 22; Since Q1 2021

Holdings of BRK.B by Appleton Partners Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	32,382	$16.2M	1.0%	+235+0.7%	Added	Holders
Q1 2026	32,147	$15.4M	1.1%	−1,150−3.5%	Reduced	Holders
Q4 2025	33,297	$16.7M	1.1%	−327−1.0%	Reduced	Holders
Q3 2025	33,624	$16.9M	1.1%	+1,170+3.6%	Added	Holders
Q2 2025	32,454	$15.8M	1.1%	+6,235+23.8%	Added	Holders
Q1 2025	26,219	$14.0M	1.1%	+12,055+85.1%	Added	Holders
Q4 2024	14,164	$6.42M	0.5%	−98−0.7%	Reduced	Holders
Q3 2024	14,262	$6.56M	0.5%	−59−0.4%	Reduced	Holders
Q2 2024	14,321	$5.83M	0.4%	−286−2.0%	Reduced	Holders
Q1 2024	14,607	$6.14M	0.5%	−976−6.3%	Reduced	Holders
Q4 2023	15,583	$5.56M	0.4%	−2,099−11.9%	Reduced	Holders
Q3 2023	17,682	$6.19M	0.6%	−862−4.6%	Reduced	Holders
Q2 2023	18,544	$6.32M	0.5%	+573+3.2%	Added	Holders
Q1 2023	17,971	$5.55M	0.5%	+436+2.5%	Added	Holders
Q4 2022	17,535	$5.42M	0.5%	−53−0.3%	Reduced	Holders
Q3 2022	17,588	$4.70M	0.5%	−142−0.8%	Reduced	Holders
Q2 2022	17,730	$4.84M	0.5%	+3,023+20.6%	Added	Holders
Q1 2022	14,707	$5.19M	0.4%	+1,350+10.1%	Added	Holders
Q4 2021	13,357	$3.99M	0.3%	+137+1.0%	Added	Holders
Q3 2021	13,220	$3.61M	0.3%	+85+0.6%	Added	Holders
Q2 2021	13,135	$3.65M	0.3%	+353+2.8%	Added	Holders
Q1 2021	12,782	$3.27M	0.3%	–	–	Holders

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