APPLETON PARTNERS INC/MA

Position in TSLA — Tesla, Inc.

CIK 1055290 BOSTON, MA

Position in TSLA

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

Position Value

$338,162

+$45,595 QoQ

Shares Held

804

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#3,531

of 4,245 holders

Holding Since

Sep 2021

19 quarters on record

Consumer Cyclical · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $650,981 across 2 Auto Manufacturers names. TSLA ranks #1 (51.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TSLA	Tesla, Inc. This page	804	$338,162
2	F	Ford Motor Co	22,505	$312,819

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$338,162	804	+2.2%	Shares	Sole	2026-07-21
2026-03-31	$292,567	787	-8.3%	Shares	Sole	2026-04-28
2025-12-31	$385,859	858	-1.8%	Shares	Sole	2026-01-09
2025-09-30	$388,685	874	+19.6%	Shares	Sole	2025-11-05
2025-06-30	$232,209	731	-17.8%	Shares	Sole	2025-07-22
2024-12-31	$359,013	889	-19.1%	Shares	Sole	2025-01-28
2024-09-30	$287,531	1,099	-37.9%	Shares	Sole	2024-10-01
2024-06-30	$350,445	1,771	-8.4%	Shares	Sole	2024-07-02
2024-03-31	$339,802	1,933	-52.5%	Shares	Sole	2024-04-01
2023-12-31	$1,011,313	4,070	+24.8%	Shares	Sole	2024-01-02
2023-09-30	$815,717	3,260	-0.6%	Shares	Sole	2023-10-03
2023-06-30	$858,343	3,279	0.0%	Shares	Sole	2023-07-10
2023-03-31	$680,261	3,279	0.0%	Shares	Sole	2023-04-10
2022-12-31	$403,907	3,279	-8.4%	Shares	Sole	2023-01-19
2022-09-30	$949,329	3,579	+200.5%	Shares	Sole	2022-10-27
2022-06-30	$802,043	1,191	+3.9%	Shares	Sole	2022-07-08
2022-03-31	$1,234,929	1,146	-24.7%	Shares	Sole	2022-04-05
2021-12-31	$1,607,362	1,521	+457.1%	Shares	Sole	2022-02-03
2021-09-30	$211,706	273	—	Shares	Sole	2021-10-14
No filing history on record for this holder in this stock.