Massachusetts Wealth Management
Massachusetts Wealth Management reported 98 positions worth $262.5M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: JPST (5.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JPST | SH | $14.0M | 5.35% | 277,545 | — | — | |
| ▸ 2 | XLK | SH | $11.3M | 4.32% | 59,455 | — | — | |
| ▸ 3 | MU | SH | $9.3M | 3.53% | 8,028 | — | — | |
| ▸ 4 | XLI | SH | $7.3M | 2.76% | 39,169 | — | — | |
| ▸ 5 | GEV | SH | $7.2M | 2.74% | 6,115 | — | — | |
| ▸ 6 | C | SH | $7.2M | 2.73% | 51,265 | — | — | |
| ▸ 7 | JPM | SH | $6.7M | 2.54% | 20,405 | — | — | |
| ▸ 8 | CAT | SH | $6.5M | 2.49% | 6,141 | — | — | |
| ▸ 9 | AAPL | SH | $6.2M | 2.36% | 21,423 | — | — | |
| ▸ 10 | EXMOC | SH | $6.1M | 2.31% | 44,349 | — | — |
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Frequently Asked Questions
What stocks does Massachusetts Wealth Management hold as of Q2 2026?
Massachusetts Wealth Management reported 98 positions worth $262.5M in its Q2 2026 13F filing. Largest positions: JPST (5.3%), XLK (4.3%), MU (3.5%), XLI (2.8%) and GEV (2.7%).
What did Massachusetts Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Massachusetts Wealth Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.