APPLETON PARTNERS INC/MA

Position in BX — Blackstone Inc.

CIK 1055290 BOSTON, MA

Position in BX

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

Position Value

$12,185,669

+$455,885 QoQ

Shares Held

103,558

+1.5% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#320

of 2,112 holders

Holding Since

Jun 2021

21 quarters on record

Financial Services · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $13,062,506 across 4 Asset Management names. BX ranks #1 (93.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	103,558	$12,185,669
2	SAMG	Silvercrest Asset Management Group Inc.	31,650	$319,981
3	BN	BROOKFIELD Corp /ON/	6,789	$289,143
4	NTRS	Northern Trust Corp	1,540	$267,713

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,185,669	103,558	+1.5%	Shares	Sole	2026-07-21
2026-03-31	$11,729,784	102,007	+3.3%	Shares	Sole	2026-04-28
2025-12-31	$15,222,558	98,758	+0.8%	Shares	Sole	2026-01-09
2025-09-30	$16,733,390	97,942	+0.5%	Shares	Sole	2025-11-05
2025-06-30	$14,578,515	97,463	+0.3%	Shares	Sole	2025-07-22
2025-03-31	$13,578,229	97,140	+1.4%	Shares	Sole	2025-04-22
2024-12-31	$16,513,008	95,772	-4.5%	Shares	Sole	2025-01-28
2024-09-30	$15,356,029	100,281	+0.5%	Shares	Sole	2024-10-01
2024-06-30	$12,347,812	99,740	+0.9%	Shares	Sole	2024-07-02
2024-03-31	$12,984,216	98,837	+16.0%	Shares	Sole	2024-04-01
2023-12-31	$11,158,049	85,228	+95.4%	Shares	Sole	2024-01-02
2023-09-30	$4,672,268	43,609	+42.6%	Shares	Sole	2023-10-03
2023-06-30	$2,842,278	30,572	+5.9%	Shares	Sole	2023-07-10
2023-03-31	$2,535,677	28,867	+16.2%	Shares	Sole	2023-04-10
2022-12-31	$1,843,473	24,848	+44.0%	Shares	Sole	2023-01-19
2022-09-30	$1,444,745	17,261	+3.1%	Shares	Sole	2022-10-27
2022-06-30	$1,527,098	16,739	+4.6%	Shares	Sole	2022-07-08
2022-03-31	$2,031,166	16,001	+3.6%	Shares	Sole	2022-04-05
2021-12-31	$1,997,910	15,441	+95.6%	Shares	Sole	2022-02-03
2021-09-30	$918,387	7,894	+105.1%	Shares	Sole	2021-10-14
2021-06-30	$373,891	3,849	—	Shares	Sole	2021-07-07
No filing history on record for this holder in this stock.