APPLETON PARTNERS INC/MA JUST — GOLDMAN SACHS JUST US LARGE CA

Ownership history in APPLETON PARTNERS INC/MA  ·  21 quarters on record

AI Ownership Summary

APPLETON PARTNERS INC/MA reported GOLDMAN SACHS JUST US LARGE CA (JUST) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2024 Q1. The latest visible filing shows JUST at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JUST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was APPLETON PARTNERS INC/MA's position in GOLDMAN SACHS JUST US LARGE CA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JUST was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JUST stock page APPLETON PARTNERS INC/MA fund profile APPLETON PARTNERS INC/MA full holdings
How APPLETON PARTNERS INC/MA held JUST — position size vs. price
% of Fund (quarterly)    JUST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 4,888 — 0% 0.03% $522 2026-07-21 $107.02
2026 Q1 REDUCED — — — 4,888 -15 -0.3% 0.03% $452 2026-04-28 $101.33
2025 Q4 ADDED — — — 4,903 +775 +18.8% 0.03% $474K 2026-01-09 $98.15
2025 Q3 REDUCED 16.7% +4.0% ❌ 4,128 -825 -16.7% 0.03% $387K 2025-11-05 $95.06
2025 Q2 REDUCED — — — 4,953 -35 -0.7% 0.03% $435K 2025-07-22 $88.44
2025 Q1 REDUCED 12.5% +10.9% ❌ 4,988 -715 -12.5% 0.03% $397K 2025-04-22 $73.60
2024 Q4 REDUCED — — — 5,703 -25 -0.4% 0.04% $474K 2025-01-28 $84.80
2024 Q3 ADDED — — — 5,728 +120 +2.1% 0.03% $469K 2024-10-01 $79.52
2024 Q2 REDUCED 7.2% +5.1% ❌ 5,608 -435 -7.2% 0.03% $438K 2024-07-02 $76.97
2024 Q1 REDUCED 5.8% +4.5% ❌ 6,043 -375 -5.8% 0.04% $454K 2024-04-01 $72.93
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JUST

As of 2026 Q2 — sorted by position size

SBE LLC DBA CEDAR COVE WEALTH PARTNERS 19.61% White Pine Investment CO 3Y 7Y 2.31% Sincerus Advisory, LLC 0.94% LEAVELL INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.44% Ballentine Partners, LLC 3Y 7Y 0.39% Ulland Investment Advisors, LLC 3Y 0.32% SAGE FINANCIAL GROUP INC 3Y 7Y 0.26% Farther Finance Advisors, LLC 0.07% Gradient Investments LLC 3Y 7Y 0.04% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.0%

FAQ About APPLETON PARTNERS INC/MA and JUST

These are the practical questions this page is built to answer before you even open the full history table.

How long has APPLETON PARTNERS INC/MA reported owning JUST?

APPLETON PARTNERS INC/MA reported JUST across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported JUST position in APPLETON PARTNERS INC/MA's portfolio?

The largest reported portfolio weight for JUST was 0.04% in 2024 Q1.

What is the latest reported JUST position on this page?

The most recent filing on this page is 2026 Q2, when APPLETON PARTNERS INC/MA reported 4,888 shares, equal to 0.03% of portfolio, with an estimated market value of $522.

What does the chart on this JUST ownership page compare?

The chart compares APPLETON PARTNERS INC/MA's quarterly JUST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did APPLETON PARTNERS INC/MA time their JUST position?

Based on 13F filing dates vs. subsequent JUST price moves, APPLETON PARTNERS INC/MA correctly timed 11 out of 20 reported position changes (55%). The annualised alpha on JUST relative to SPY over the holding period was -0.4%.

← Back to APPLETON PARTNERS INC/MA Holdings