Notify me when MIDDLETON & CO INC/MA files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 166 | $925,271,458 | +$22,422,739 | -$32,846,434 | -$10,423,695 | AAPL, GOOGL, AMZN, AVGO, IVV | 13F-HR | 29 Oct 2025, 16:17 |
| Q2 2025 | 161 | $890,293,629 | +$35,195,359 | -$32,207,987 | +$2,987,372 | AMZN, AAPL, GOOGL, AVGO, IVV | 13F-HR | 06 Aug 2025, 10:34 |
| Q1 2025 | 156 | $855,976,724 | +$19,599,247 | -$32,844,461 | -$13,245,214 | AAPL, AMZN, GOOGL, IVV, V | 13F-HR | 09 May 2025, 12:33 |
| Q4 2024 | 158 | $905,128,790 | +$25,287,153 | -$27,508,322 | -$2,221,169 | AAPL, AMZN, GOOGL, AVGO, IVV | 13F-HR | 05 Feb 2025, 14:40 |
| Q3 2024 | 166 | $904,995,766 | +$36,084,637 | -$13,242,903 | +$22,841,734 | AAPL, AMZN, GOOGL, IVV, AVGO | 13F-HR | 23 Oct 2024, 11:14 |
| Q2 2024 | 164 | $860,702,395 | +$9,171,598 | -$35,485,958 | -$26,314,360 | AAPL, AMZN, GOOGL, IVV, MSFT | 13F-HR | 12 Aug 2024, 15:05 |
| Q1 2024 | 167 | $867,148,239 | +$29,122,869 | -$16,821,896 | +$12,300,973 | AMZN, AAPL, GOOGL, IVV, MSFT | 13F-HR | 14 May 2024, 11:09 |
| Q4 2023 | 157 | $801,786,967 | +$13,396,656 | -$14,546,220 | -$1,149,564 | AAPL, AMZN, GOOGL, MSFT, IVV | 13F-HR | 13 Feb 2024, 13:08 |
| Q3 2023 | 147 | $723,670,904 | +$10,738,661 | -$10,156,624 | +$582,037 | AAPL, AMZN, GOOGL, DHR, IVV | 13F-HR | 26 Oct 2023, 10:19 |
| Q2 2023 | 153 | $754,110,414 | +$33,240,322 | -$17,773,560 | +$15,466,762 | AAPL, AMZN, GOOGL, IVV, DHR | 13F-HR | 28 Jul 2023, 09:12 |
| Q1 2023 | 154 | $695,949,839 | +$9,702,585 | -$19,138,361 | -$9,435,776 | AAPL, AMZN, GOOGL, V, IVV | 13F-HR | 28 Apr 2023, 09:49 |
| Q4 2022 | 156 | $674,812,300 | +$30,579,161 | -$46,827,116 | -$16,247,955 | AAPL, AMZN, GOOGL, DHR, V | 13F-HR | 09 Feb 2023, 13:06 |
| Q3 2022 | 145 | $657,201,000 | +$80,312,376 | -$92,196,364 | -$11,883,988 | AAPL, AMZN, GOOGL, DHR, VCSH | 13F-HR | 02 Nov 2022, 11:34 |
| Q2 2022 | 152 | $780,478,000 | +$38,115,840 | -$16,654,419 | +$21,461,421 | AAPL, AMZN, GOOGL, DHR, V | 13F-HR | 21 Jul 2022, 15:10 |
| Q1 2022 | 161 | $936,963,000 | +$27,402,645 | -$12,560,762 | +$14,841,883 | AAPL, AMZN, GOOGL, DHR, V | 13F-HR | 12 May 2022, 17:22 |
| Q4 2021 | 161 | $1,026,450,000 | +$19,108,512 | -$14,533,118 | +$4,575,394 | AAPL, AMZN, GOOGL, DHR, V | 13F-HR | 09 Feb 2022, 08:45 |
| Q3 2021 | 158 | $934,259,000 | +$18,714,936 | -$17,475,908 | +$1,239,028 | AMZN, AAPL, GOOGL, DHR, V | 13F-HR | 08 Nov 2021, 12:09 |
| Q2 2021 | 154 | $922,414,000 | +$11,950,201 | -$63,704,330 | -$51,754,129 | AMZN, AAPL, GOOGL, DHR, V | 13F-HR | 13 Aug 2021, 12:16 |
| Q1 2021 | 152 | $887,394,000 | +$41,333,502 | -$17,894,785 | +$23,438,717 | AMZN, AAPL, GOOGL, V, DHR | Restatement | 05 May 2021, 18:17 |
| Q4 2020 | 145 | $845,503,000 | +$29,289,057 | -$15,609,989 | +$13,679,068 | AMZN, AAPL, V, GOOGL, DHR | 13F-HR | 29 Jan 2021, 12:34 |
| Q3 2020 | 136 | $743,229,000 | +$53,216,981 | -$10,045,196 | +$43,171,785 | AMZN, AAPL, DHR, V, CRM | 13F-HR | 30 Oct 2020, 15:32 |
| Q2 2020 | 144 | $694,267,000 | +$19,608,545 | -$14,168,355 | +$5,440,190 | AMZN, AAPL, V, DHR, GOOGL | 13F-HR | 28 Jul 2020, 11:45 |
| Q1 2020 | 137 | $571,671,000 | +$10,475,375 | -$16,411,719 | -$5,936,344 | AMZN, AAPL, V, GOOGL, DHR | 13F-HR | 22 Apr 2020, 09:54 |
| Q4 2019 | 138 | $702,738,000 | +$18,324,119 | -$14,450,793 | +$3,873,326 | AMZN, AAPL, V, DHR, GOOGL | 13F-HR | 29 Jan 2020, 10:14 |
| Q3 2019 | 140 | $648,709,000 | +$11,779,709 | -$17,639,053 | -$5,859,344 | AMZN, AAPL, V, DHR, GOOGL | 13F-HR | 21 Oct 2019, 12:11 |
| Q2 2019 | 138 | $645,099,000 | +$8,606,500 | -$17,720,085 | -$9,113,585 | AMZN, AAPL, V, DHR, GOOGL | 13F-HR | 25 Jul 2019, 09:07 |
| Q1 2019 | 138 | $623,537,000 | +$21,362,539 | -$8,738,664 | +$12,623,875 | AMZN, AAPL, V, DHR, GOOGL | 13F-HR | 25 Apr 2019, 10:40 |
| Q4 2018 | 137 | $543,697,000 | +$20,372,461 | -$21,730,190 | -$1,357,729 | AMZN, AAPL, V, GOOGL, DHR | 13F-HR | 01 Feb 2019, 12:57 |
| Q3 2018 | 152 | $641,018,000 | +$16,051,496 | -$6,977,043 | +$9,074,453 | AMZN, AAPL, GOOGL, V, CRM | 13F-HR | 25 Oct 2018, 12:31 |
| Q2 2018 | 149 | $584,303,000 | +$16,537,103 | -$10,132,515 | +$6,404,588 | AMZN, AAPL, GOOGL, V, CRM | 13F-HR | 26 Jul 2018, 10:11 |
| Q1 2018 | 149 | $558,597,000 | +$15,140,944 | -$40,401,376 | -$25,260,432 | AMZN, AAPL, GOOGL, DHR, V | 13F-HR | 04 May 2018, 11:05 |
| Q4 2017 | 158 | $595,878,000 | +$40,062,901 | -$27,046,726 | +$13,016,175 | AMZN, AAPL, GOOGL, META, DHR | 13F-HR | 25 Jan 2018, 10:58 |
| Q3 2017 | 167 | $553,515,000 | +$91,946,856 | -$14,009,160 | +$77,937,696 | AMZN, AAPL, GOOGL, META, DHR | 13F-HR | 31 Oct 2017, 13:02 |
| Q2 2017 | 149 | $469,501,000 | +$27,388,019 | -$18,761,399 | +$8,626,620 | AMZN, AAPL, XOM, GOOGL, DHR | 13F-HR | 18 Jul 2017, 11:07 |
| Q1 2017 | 153 | $456,048,000 | +$19,136,042 | -$28,360,701 | -$9,224,659 | AMZN, AAPL, XOM, DHR, GOOGL | 13F-HR | 19 Apr 2017, 15:43 |
| Q4 2016 | 154 | $439,801,000 | +$28,110,126 | -$35,731,706 | -$7,621,580 | AMZN, XOM, AAPL, DHR, GOOGL | 13F-HR | 02 Feb 2017, 09:54 |
| Q3 2016 | 156 | $446,329,000 | +$42,838,145 | -$31,479,169 | +$11,358,976 | AMZN, XOM, DHR, AAPL, GOOGL | 13F-HR | 27 Oct 2016, 09:58 |
| Q2 2016 | 156 | $435,013,000 | +$21,779,225 | -$18,581,480 | +$3,197,745 | DHR, XOM, AMZN, LOW, AAPL | 13F-HR | 21 Jul 2016, 09:56 |
| Q1 2016 | 156 | $431,349,000 | +$19,110,070 | -$19,534,102 | -$424,032 | DHR, AAPL, XOM, AMZN, LOW | 13F-HR | 03 May 2016, 15:41 |
| Q4 2015 | 156 | $448,039,000 | +$45,591,221 | -$24,237,940 | +$21,353,281 | DHR, AAPL, XOM, AMZN, GILD | 13F-HR | 19 Jan 2016, 12:33 |
| Q3 2015 | 145 | $421,689,000 | +$17,931,425 | -$11,021,071 | +$6,910,354 | AAPL, DHR, XOM, GILD, V | 13F-HR | 16 Oct 2015, 11:08 |
| Q2 2015 | 155 | $461,409,000 | +$20,048,805 | -$17,162,792 | +$2,886,013 | AAPL, GILD, XOM, DHR, UTX | 13F-HR | 15 Jul 2015, 15:05 |
| Q1 2015 | 155 | $455,244,000 | +$33,791,752 | -$17,647,785 | +$16,143,967 | AAPL, XOM, DHR, GILD, UTX | 13F-HR | 17 Apr 2015, 10:20 |
| Q4 2014 | 157 | $446,767,000 | +$34,965,671 | -$24,816,372 | +$10,149,299 | XOM, AAPL, DHR, GILD, UTX | 13F-HR | 23 Jan 2015, 11:42 |
| Q3 2014 | 160 | $425,687,000 | +$20,610,276 | -$27,919,415 | -$7,309,139 | XOM, GILD, AAPL, DHR, UTX | 13F-HR | 21 Oct 2014, 09:44 |
| Q2 2014 | 153 | $439,892,000 | +$40,392,955 | -$23,148,901 | +$17,244,054 | XOM, AAPL, GILD, DHR, UTX | 13F-HR | 24 Jul 2014, 13:20 |
| Q1 2014 | 148 | $429,054,000 | +$67,534,140 | -$17,975,285 | +$49,558,855 | XOM, DHR, UTX, GILD, AAPL | 13F-HR | 22 Apr 2014, 12:38 |
| Q4 2013 | 129 | $380,938,000 | $0 | XOM, DHR, UTX, GEXXXX, AAPL | 13F-HR | 06 Feb 2014, 09:34 |