Page 4 - Appleton Partners News Today

Appleton Partners Inc. MA cut its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 0.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,621 shares of the social networking company’s stock after selling 35 shares during the period. […]

Appleton Partners Inc. MA lifted its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 25.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 87,972 shares of the entertainment giant’s stock after acquiring an additional 17,996 shares during […]

Appleton Partners Inc. MA lifted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 0.5% in the 3rd quarter, Holdings Channel reports. The fund owned 626,835 shares of the company’s stock after acquiring an additional 3,182 shares during the quarter. Schwab US Large-Cap ETF accounts for 2.8% of Appleton Partners Inc. MA’s […]

Appleton Partners Inc. MA cut its position in shares of Medtronic plc (NYSE:MDT – Free Report) by 2.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 48,134 shares of the medical technology company’s stock after selling 970 shares during the quarter. Appleton Partners […]

Appleton Partners Inc. MA grew its stake in JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE – Free Report) by 0.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 170,211 shares of the company’s stock after purchasing an additional […]

Appleton Partners Inc. MA raised its holdings in shares of Blackstone Inc. (NYSE:BX – Free Report) by 42.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 43,609 shares of the asset manager’s stock after purchasing an additional 13,037 shares […]

Appleton Partners Inc. MA lowered its holdings in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 18.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 195,872 shares of the company’s stock after selling 45,515 shares during the quarter. Appleton Partners […]

Appleton Partners Inc. MA lowered its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 6.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 18,099 shares of the retailer’s stock after selling 1,216 shares during the […]

Appleton Partners Inc. MA trimmed its position in Lockheed Martin Co. (NYSE:LMT – Free Report) by 50.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,830 shares of the aerospace company’s stock after selling 18,417 shares during the period. […]

Appleton Partners Inc. MA reduced its position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 6.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 18,099 shares of the retailer’s stock after selling 1,216 shares during the period. […]