MassMutual Private Wealth & Trust, FSB
Top Portfolio Positions
2,134 positions ·
$2,601,949,278 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
985,383 | $171,850,795 | 6.60% | |
| AAPL |
Apple Inc.
Technology
|
670,956 | $170,281,923 | 6.54% | |
| MSFT |
Microsoft Corp
Technology
|
369,142 | $136,645,294 | 5.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
446,944 | $93,085,026 | 3.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
304,462 | $87,551,092 | 3.36% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
257,880 | $75,857,980 | 2.92% | |
| AVGO |
Broadcom Inc.
Technology
|
215,403 | $66,669,382 | 2.56% | |
| CVX |
Chevron Corp
Energy
|
285,553 | $59,080,915 | 2.27% | |
| META |
Meta Platforms, Inc.
Communication Services
|
99,367 | $56,850,841 | 2.18% | |
| JNJ |
Johnson & Johnson
Healthcare
|
185,261 | $45,285,198 | 1.74% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SRCE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $761 | 11 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $687 | 11 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $677 | 11 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $682 | 11 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $657 | 11 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $642 | 11 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $658 | 11 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $589 | 11 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $576 | 11 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $604 | 11 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $14,731 | 350 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $14,675 | 350 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $15,102 | 350 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $18,581 | 350 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $16,205 | 350 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $20,430 | 450 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $20,812 | 450 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $22,320 | 450 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $21,258 | 450 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $20,907 | 450 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $21,411 | 450 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $18,135 | 450 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,878 | 450 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $16,011 | 450 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $29,187 | 900 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||