NVDA NVIDIA CORP COM COMMON STOCK

Ownership history in APPLETON PARTNERS INC/MA  ·  45 quarters on record

AI Ownership Summary

APPLETON PARTNERS INC/MA reported NVIDIA CORP COM COMMON STOCK (NVDA) in 45 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.11% in 2025 Q3. The latest visible filing shows NVDA at 1.08% 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 NVDA 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 NVIDIA CORP COM COMMON STOCK, 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
2025 Q4

NVDA was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2025 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

How APPLETON PARTNERS INC/MA held NVDA — position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 87,714 -959 -1.1% 1.08% $16.4M 2026-02-14 (Est.) $182.80
2025 Q3 ADDED 88,673 +3,406 +4.0% 1.11% $16.5M 2025-11-05 $195.19
2025 Q2 ADDED 85,267 +1,232 +1.5% 0.95% $13.5M 2025-07-22 $167.00
2025 Q1 REDUCED 84,035 -2,759 -3.2% 0.70% $9.1M 2025-04-22 $98.87
2024 Q4 ADDED 86,794 +4,365 +5.3% 0.86% $11.7M 2025-01-28 $128.95
2024 Q3 ADDED 82,429 +1,417 +1.7% 0.74% $10.0M 2024-10-01 $116.95
2024 Q2 ADDED 81,012 +76,333 +1631.4% 0.77% $10.0M 2024-07-02 $122.61
2024 Q1 REDUCED 4,679 -397 -7.8% 0.33% $4.2M 2024-04-01 $90.31
2023 Q4 REDUCED 5,076 -385 -7.0% 0.20% $2.5M 2024-01-02 $48.14
2023 Q3 REDUCED 5,461 -194 -3.4% 0.21% $2.4M 2023-10-03 $43.49
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About APPLETON PARTNERS INC/MA and NVDA

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 NVDA?

APPLETON PARTNERS INC/MA reported NVDA across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

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

The largest reported portfolio weight for NVDA was 1.11% in 2025 Q3.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when APPLETON PARTNERS INC/MA reported 87,714 shares, equal to 1.08% of portfolio, with an estimated market value of $16.4M.

What does the chart on this NVDA ownership page compare?

The chart compares APPLETON PARTNERS INC/MA's quarterly NVDA 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.

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