APPLETON PARTNERS INC/MA

Position in IBM — International Business Machines Corp

CIK 1055290 BOSTON, MA

Position in IBM

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

Position Value

$858,252

+$132,779 QoQ

Shares Held

3,052

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,032

of 3,616 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. IBM ranks #2 (32.1% 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 This page	3,052	$858,252
3	ACN	Accenture plc	1,720	$214,036

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$858,252	3,052	+2.0%	Shares	Sole	2026-07-21
2026-03-31	$725,473	2,993	-1.1%	Shares	Sole	2026-04-28
2025-12-31	$896,627	3,027	-7.4%	Shares	Sole	2026-01-09
2025-09-30	$922,663	3,270	-0.2%	Shares	Sole	2025-11-05
2025-06-30	$965,994	3,277	-6.5%	Shares	Sole	2025-07-22
2025-03-31	$871,553	3,505	+27.5%	Shares	Sole	2025-04-22
2024-12-31	$604,312	2,749	-29.8%	Shares	Sole	2025-01-28
2024-09-30	$865,970	3,917	-10.3%	Shares	Sole	2024-10-01
2024-06-30	$755,618	4,369	-2.1%	Shares	Sole	2024-07-02
2024-03-31	$852,063	4,462	-30.6%	Shares	Sole	2024-04-01
2023-12-31	$1,051,953	6,432	-8.5%	Shares	Sole	2024-01-02
2023-09-30	$986,589	7,032	-11.5%	Shares	Sole	2023-10-03
2023-06-30	$1,062,852	7,943	-2.0%	Shares	Sole	2023-07-10
2023-03-31	$1,062,877	8,108	+24.8%	Shares	Sole	2023-04-10
2022-12-31	$915,221	6,496	-16.8%	Shares	Sole	2023-01-19
2022-09-30	$927,549	7,807	-6.9%	Shares	Sole	2022-10-27
2022-06-30	$1,183,736	8,384	+1.4%	Shares	Sole	2022-07-08
2022-03-31	$1,074,875	8,267	+1.7%	Shares	Sole	2022-04-05
2021-12-31	$1,086,923	8,132	-1.8%	Shares	Sole	2022-02-03
2021-09-30	$1,151,035	8,285	-16.2%	Shares	Sole	2021-10-14
2021-06-30	$1,449,042	9,885	+11.5%	Shares	Sole	2021-07-07
2021-03-31	$1,181,882	8,869	-1.7%	Shares	Sole	2021-04-19
2020-12-31	$1,135,437	9,020	+0.1%	Shares	Sole	2021-01-19
2020-09-30	$1,096,489	9,012	-1.4%	Shares	Sole	2020-10-14
2020-06-30	$1,103,596	9,138	-10.1%	Shares	Sole	2020-08-14
2020-03-31	$1,127,603	10,165	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.