Appleton Partners Inc

SEC CIK: 0001055290
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

GS holding history

Goldman Sachs Group 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.

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

Shares (Q2 2026): 5,090
Value: $5.15M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of GS by Appleton Partners Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,090	$5.15M	0.3%	−45−0.9%	Reduced	Holders
Q1 2026	5,135	$4.34M	0.3%	−84−1.6%	Reduced	Holders
Q4 2025	5,219	$4.59M	0.3%	−181−3.4%	Reduced	Holders
Q3 2025	5,400	$4.30M	0.3%	−48−0.9%	Reduced	Holders
Q2 2025	5,448	$3.86M	0.3%	−95−1.7%	Reduced	Holders
Q1 2025	5,543	$3.03M	0.2%	−359−6.1%	Reduced	Holders
Q4 2024	5,902	$3.38M	0.2%	−264−4.3%	Reduced	Holders
Q3 2024	6,166	$3.05M	0.2%	−32−0.5%	Reduced	Holders
Q2 2024	6,198	$2.80M	0.2%	−197−3.1%	Reduced	Holders
Q1 2024	6,395	$2.67M	0.2%	−1,358−17.5%	Reduced	Holders
Q4 2023	7,753	$2.99M	0.2%	−863−10.0%	Reduced	Holders
Q3 2023	8,616	$2.79M	0.2%	−905−9.5%	Reduced	Holders
Q2 2023	9,521	$3.07M	0.3%	−1,582−14.2%	Reduced	Holders
Q1 2023	11,103	$3.63M	0.3%	−521−4.5%	Reduced	Holders
Q4 2022	11,624	$3.99M	0.4%	−92−0.8%	Reduced	Holders
Q3 2022	11,716	$3.43M	0.3%	−471−3.9%	Reduced	Holders
Q2 2022	12,187	$3.62M	0.3%	−65−0.5%	Reduced	Holders
Q1 2022	12,252	$4.04M	0.3%	−213−1.7%	Reduced	Holders
Q4 2021	12,465	$4.77M	0.4%	−189−1.5%	Reduced	Holders
Q3 2021	12,654	$4.78M	0.4%	−383−2.9%	Reduced	Holders
Q2 2021	13,037	$4.95M	0.4%	−977−7.0%	Reduced	Holders
Q1 2021	14,014	$4.58M	0.4%	–	–	Holders

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