APPLETON PARTNERS INC/MA

Position in ACN — Accenture plc

CIK 1055290 BOSTON, MA

Position in ACN

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$214,036

-$130,988 QoQ

Shares Held

1,720

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,488

of 1,875 holders

Holding Since

Mar 2020

26 quarters on record

Technology · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $2,675,424 across 3 Information Technology Services names. ACN ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BR	Broadridge Financial Solutions, Inc.	11,706	$1,603,136
2	IBM	International Business Machines Corp	3,052	$858,252
3	ACN	Accenture plc This page	1,720	$214,036

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,036	1,720	-1.1%	Shares	Sole	2026-07-21
2026-03-31	$345,024	1,740	-37.3%	Shares	Sole	2026-04-28
2025-12-31	$744,264	2,774	+35.6%	Shares	Sole	2026-01-09
2025-09-30	$504,543	2,046	-4.9%	Shares	Sole	2025-11-05
2025-06-30	$642,912	2,151	-8.2%	Shares	Sole	2025-07-22
2025-03-31	$731,421	2,344	-31.5%	Shares	Sole	2025-04-22
2024-12-31	$1,204,528	3,424	+5.3%	Shares	Sole	2025-01-28
2024-09-30	$1,149,516	3,252	-75.0%	Shares	Sole	2024-10-01
2024-06-30	$3,943,419	12,997	-1.1%	Shares	Sole	2024-07-02
2024-03-31	$4,552,722	13,135	-6.5%	Shares	Sole	2024-04-01
2023-12-31	$4,927,478	14,042	-3.1%	Shares	Sole	2024-01-02
2023-09-30	$4,450,638	14,492	-14.4%	Shares	Sole	2023-10-03
2023-06-30	$5,224,567	16,931	-3.5%	Shares	Sole	2023-07-10
2023-03-31	$5,014,822	17,546	-1.3%	Shares	Sole	2023-04-10
2022-12-31	$4,742,280	17,772	-19.7%	Shares	Sole	2023-01-19
2022-09-30	$5,695,078	22,134	-2.4%	Shares	Sole	2022-10-27
2022-06-30	$6,293,492	22,667	-6.1%	Shares	Sole	2022-07-08
2022-03-31	$8,140,057	24,138	-5.7%	Shares	Sole	2022-04-05
2021-12-31	$10,615,796	25,608	-2.5%	Shares	Sole	2022-02-03
2021-09-30	$8,404,298	26,270	-0.5%	Shares	Sole	2021-10-14
2021-06-30	$7,785,109	26,409	-2.8%	Shares	Sole	2021-07-07
2021-03-31	$7,509,303	27,183	-8.0%	Shares	Sole	2021-04-19
2020-12-31	$7,714,576	29,534	-0.4%	Shares	Sole	2021-01-19
2020-09-30	$6,703,767	29,664	-1.0%	Shares	Sole	2020-10-14
2020-06-30	$6,431,937	29,955	-1.2%	Shares	Sole	2020-08-14
2020-03-31	$4,948,573	30,311	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.