APPLETON PARTNERS INC/MA

Position in GS — Goldman Sachs Group Inc

CIK 1055290 BOSTON, MA

Position in GS

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

Position Value

$5,147,873

+$803,715 QoQ

Shares Held

5,090

-0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#917

of 3,125 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $46,474,652 across 4 Capital Markets names. GS ranks #3 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	139,249	$29,108,610
2	EVR	Evercore Inc.	32,222	$11,001,879
3	GS	Goldman Sachs Group Inc This page	5,090	$5,147,873
4	HLI	Houlihan Lokey, Inc.	9,068	$1,216,290

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,147,873	5,090	-0.9%	Shares	Sole	2026-07-21
2026-03-31	$4,344,158	5,135	-1.6%	Shares	Sole	2026-04-28
2025-12-31	$4,587,501	5,219	-3.4%	Shares	Sole	2026-01-09
2025-09-30	$4,300,290	5,400	-0.9%	Shares	Sole	2025-11-05
2025-06-30	$3,855,822	5,448	-1.7%	Shares	Sole	2025-07-22
2025-03-31	$3,028,085	5,543	-6.1%	Shares	Sole	2025-04-22
2024-12-31	$3,379,603	5,902	-4.3%	Shares	Sole	2025-01-28
2024-09-30	$3,052,848	6,166	-0.5%	Shares	Sole	2024-10-01
2024-06-30	$2,803,479	6,198	-3.1%	Shares	Sole	2024-07-02
2024-03-31	$2,671,127	6,395	-17.5%	Shares	Sole	2024-04-01
2023-12-31	$2,990,874	7,753	-10.0%	Shares	Sole	2024-01-02
2023-09-30	$2,787,879	8,616	-9.5%	Shares	Sole	2023-10-03
2023-06-30	$3,070,903	9,521	-14.2%	Shares	Sole	2023-07-10
2023-03-31	$3,631,902	11,103	-4.5%	Shares	Sole	2023-04-10
2022-12-31	$3,991,449	11,624	-0.8%	Shares	Sole	2023-01-19
2022-09-30	$3,433,373	11,716	-3.9%	Shares	Sole	2022-10-27
2022-06-30	$3,619,782	12,187	-0.5%	Shares	Sole	2022-07-08
2022-03-31	$4,044,385	12,252	-1.7%	Shares	Sole	2022-04-05
2021-12-31	$4,768,485	12,465	-1.5%	Shares	Sole	2022-02-03
2021-09-30	$4,783,591	12,654	-2.9%	Shares	Sole	2021-10-14
2021-06-30	$4,947,932	13,037	-7.0%	Shares	Sole	2021-07-07
2021-03-31	$4,582,578	14,014	-6.6%	Shares	Sole	2021-04-19
2020-12-31	$3,958,550	15,011	-1.4%	Shares	Sole	2021-01-19
2020-09-30	$3,058,964	15,221	-0.5%	Shares	Sole	2020-10-14
2020-06-30	$3,024,178	15,303	-1.6%	Shares	Sole	2020-08-14
2020-03-31	$2,403,874	15,550	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.