Appleton Partners Inc

SEC CIK: 0001055290
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

V holding history

Visa 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.

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

Shares (Q2 2026): 79,657
Value: $27.3M
% of portfolio: 1.7%
Quarters held: 22; Since Q1 2021

Holdings of V by Appleton Partners Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	79,657	$27.3M	1.7%	−620−0.8%	Reduced	Holders
Q1 2026	80,277	$24.3M	1.7%	+20.0%	Added	Holders
Q4 2025	80,275	$28.2M	1.9%	+209+0.3%	Added	Holders
Q3 2025	80,066	$27.3M	1.8%	−4,444−5.3%	Reduced	Holders
Q2 2025	84,510	$30.0M	2.1%	−2,459−2.8%	Reduced	Holders
Q1 2025	86,969	$30.5M	2.4%	−2,402−2.7%	Reduced	Holders
Q4 2024	89,371	$28.2M	2.1%	−5,786−6.1%	Reduced	Holders
Q3 2024	95,157	$26.2M	1.9%	−1,697−1.8%	Reduced	Holders
Q2 2024	96,854	$25.4M	2.0%	−1,250−1.3%	Reduced	Holders
Q1 2024	98,104	$27.4M	2.1%	−7,290−6.9%	Reduced	Holders
Q4 2023	105,394	$27.4M	2.2%	−3,421−3.1%	Reduced	Holders
Q3 2023	108,815	$25.0M	2.2%	−3,907−3.5%	Reduced	Holders
Q2 2023	112,722	$26.8M	2.3%	−1,850−1.6%	Reduced	Holders
Q1 2023	114,572	$25.8M	2.3%	−574−0.5%	Reduced	Holders
Q4 2022	115,146	$23.9M	2.3%	+531+0.5%	Added	Holders
Q3 2022	114,615	$20.4M	2.0%	−2,009−1.7%	Reduced	Holders
Q2 2022	116,624	$23.0M	2.2%	+144+0.1%	Added	Holders
Q1 2022	116,480	$25.8M	2.1%	−1,629−1.4%	Reduced	Holders
Q4 2021	118,109	$25.6M	1.9%	−2,440−2.0%	Reduced	Holders
Q3 2021	120,549	$26.9M	2.2%	−326−0.3%	Reduced	Holders
Q2 2021	120,875	$28.3M	2.4%	−2,068−1.7%	Reduced	Holders
Q1 2021	122,943	$26.0M	2.4%	–	–	Holders

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