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MassMutual Private Wealth & Trust, FSB

13F filer · CIK 0001103653
Reported Jul 2, 2026
Net seller this quarter
13F portfolio value$3.87BU.S. long equity reported on 13F
Positions2,195125 new · 100 closed
Net flow last quarter-$80.4MBuys minus sells
Top 10 positions weight27.6%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 2, 20262,195 positions
AAPLApple Inc.$186M4.81%0.00%-4.2%Q4 2013
NVDANvidia Corp$184M4.76%0.00%-6.6%Q1 2014
MSFTMicrosoft Corp$136M3.51%0.00%-1.5%Q4 2013
AMZNAmazon Com Inc$103M2.65%0.00%-3.6%Q4 2013
GOOGLAlphabet Inc.$99.8M2.58%0.00%-8.3%Q4 2015
JPMJPMorgan Chase & Co$86.3M2.23%0.01%+2.2%Q4 2013
AVGOBroadcom Inc.$80.6M2.08%0.00%-0.9%Q1 2016
GOOGAlphabet Inc.$75.4M1.95%Not reported-3.3%Q4 2015
CSCOCisco Systems, Inc.$60M1.55%0.01%-3.6%Q4 2013
METAMeta Platforms, Inc.$56.9M1.47%Not reported+1.7%Q4 2013
VVisa Inc.$50M1.29%0.01%-1.7%Q4 2013
BRK.BBerkshire Hathaway Inc$48.1M1.24%Not reported+6.3%Q4 2013
CVXChevron Corp$45.7M1.18%0.01%-3.5%Q4 2013
JNJJohnson & Johnson$45.3M1.17%0.01%-3.7%Q4 2013
CATCaterpillar Inc$45.3M1.17%0.01%-11.8%Q4 2013
ABBVAbbVie Inc.$41.4M1.07%0.01%-2.3%Q4 2013
HDHome Depot, Inc.$41.2M1.06%0.01%-1.2%Q4 2013
RTXRTX Corp$39.4M1.02%0.02%-4.8%Q2 2020
WMTWalmart Inc.$38.5M0.99%0.00%-4.5%Q4 2013
MDYSPDR S&P Midcap 400 ETF Trust$38.1M0.99%Not reported-4.9%Q3 2014
PGPROCTER & GAMBLE Co$37.4M0.97%0.01%-3.2%Q4 2013
BACBank of America Corp$35.3M0.91%0.01%-4.2%Q4 2013
MCDMcdonalds Corp$34.1M0.88%0.02%+0.7%Q4 2013
PANWPalo Alto Networks Inc$33.8M0.87%0.01%+1.3%Q4 2015
LLYELI LILLY & Co$32.8M0.85%0.00%-2.5%Q1 2014
CBChubb Ltd$31.6M0.82%0.02%-3.4%Q4 2013
AMPAmeriprise Financial Inc$31.4M0.81%0.08%-2.1%Q4 2013
TMOThermo Fisher Scientific Inc.$26.1M0.68%0.01%-2.0%Q4 2013
NEENextera Energy Inc$26.1M0.67%0.01%-2.4%Q4 2013
ECLEcolab Inc.$26M0.67%0.03%-1.8%Q4 2013
BKNGBooking Holdings Inc.$25.8M0.67%0.02%-2.4%Q1 2018
ORLYO Reilly Automotive Inc$24.3M0.63%0.03%-4.8%Q4 2013
XOMExxonMobil Holdings Corp$23M0.59%0.00%-1.1%Q4 2013
LECOLincoln Electric Holdings Inc$21.9M0.57%0.15%-4.1%Q4 2018
ETNEaton Corp plc$20.8M0.54%0.01%-2.5%Q4 2014
SYKStryker Corp$20.8M0.54%0.02%-4.6%Q4 2013
PEPPepsico Inc$19.9M0.51%0.01%-3.9%Q4 2013
VZVerizon Communications Inc$19.5M0.50%0.01%-1.6%Q4 2013
MRKMerck & Co., Inc.$19.4M0.50%0.01%-2.3%Q4 2013
LHXL3harris Technologies, Inc.$17.8M0.46%0.03%-4.3%Q4 2019
TSLATesla, Inc.$16.3M0.42%0.00%-2.3%Q4 2015
BLKBlackRock, Inc.$15.9M0.41%0.01%-3.6%Q4 2013
MRVLMarvell Technology, Inc.$15.7M0.41%0.01%-8.9%Q1 2018
UNPUnion Pacific Corp$15.4M0.40%0.01%+0.3%Q4 2013
COSTCostco Wholesale Corp$14.9M0.38%0.00%+0.5%Q4 2013
CSLCarlisle Companies Inc$14.4M0.37%0.10%+3.0%Q4 2013
VRTXVertex Pharmaceuticals Inc / Ma$14.1M0.36%0.01%-1.2%Q4 2015
AOSSmith A O Corp$14M0.36%0.15%-3.0%Q4 2018
GSGoldman Sachs Group Inc$13.7M0.35%0.00%-8.3%Q4 2013
MSMorgan Stanley$13.4M0.35%0.00%-7.6%Q4 2013
Q1 2026Reported Apr 13, 20262,177 positions
NVDANvidia Corp$172M4.68%0.00%-5.5%Q1 2014
AAPLApple Inc.$170M4.64%0.00%-2.2%Q4 2013
MSFTMicrosoft Corp$137M3.72%0.01%-0.8%Q4 2013
AMZNAmazon Com Inc$93.1M2.53%0.00%-2.1%Q4 2013
GOOGLAlphabet Inc.$87.6M2.38%0.00%-5.8%Q4 2015
JPMJPMorgan Chase & Co$75.9M2.07%0.01%-3.1%Q4 2013
AVGOBroadcom Inc.$66.7M1.82%0.00%-0.8%Q1 2016
GOOGAlphabet Inc.$63.4M1.73%Not reported-5.1%Q4 2015
CVXChevron Corp$59.1M1.61%0.01%-2.0%Q4 2013
METAMeta Platforms, Inc.$56.9M1.55%Not reported-0.5%Q4 2013
JNJJohnson & Johnson$45.3M1.23%0.01%-5.4%Q4 2013
VVisa Inc.$44.8M1.22%0.01%-0.9%Q4 2013
WMTWalmart Inc.$44.2M1.20%0.00%-5.8%Q4 2013
BRK.BBerkshire Hathaway Inc$43.3M1.18%Not reported-1.3%Q4 2013
RTXRTX Corp$42.1M1.15%0.02%-7.9%Q2 2020
CSCOCisco Systems, Inc.$41.1M1.12%0.01%-2.3%Q4 2013
MCDMcdonalds Corp$39M1.06%0.02%-1.5%Q4 2013
HDHome Depot, Inc.$38.9M1.06%0.01%+0.8%Q4 2013
PGPROCTER & GAMBLE Co$38M1.04%0.01%+1.9%Q4 2013
ABBVAbbVie Inc.$36.6M1.00%0.01%-2.0%Q4 2013
MDYSPDR S&P Midcap 400 ETF Trust$35.2M0.96%Not reported-1.9%Q3 2014
CATCaterpillar Inc$34.1M0.93%0.01%-11.3%Q4 2013
BACBank of America Corp$31.5M0.86%0.01%-2.6%Q4 2013
CBChubb Ltd$31.3M0.85%0.02%-2.9%Q4 2013
AMPAmeriprise Financial Inc$31M0.85%0.08%+1.0%Q4 2013
XOMExxonMobil Holdings Corp$28.8M0.78%0.00%-9.9%Q4 2013
NEENextera Energy Inc$28.3M0.77%0.01%-0.6%Q4 2013
TMOThermo Fisher Scientific Inc.$26.1M0.71%0.01%-0.8%Q4 2013
LLYELI LILLY & Co$25.8M0.70%0.00%+8.0%Q1 2014
ORLYO Reilly Automotive Inc$25.6M0.70%0.03%-4.8%Q4 2013
ECLEcolab Inc.$25.3M0.69%0.03%-0.6%Q4 2013
BKNGBooking Holdings Inc.$25M0.68%0.02%+4.6%Q1 2018
PEPPepsico Inc$23.7M0.65%0.01%+14.3%Q4 2013
VZVerizon Communications Inc$23.5M0.64%0.01%+2.9%Q4 2013
SYKStryker Corp$22.7M0.62%0.02%+0.8%Q4 2013
LHXL3harris Technologies, Inc.$22.1M0.60%0.03%-5.1%Q4 2019
LECOLincoln Electric Holdings Inc$21.4M0.58%0.16%-3.9%Q4 2018
HONHoneywell International Inc$19.5M0.53%0.01%-2.5%Q4 2013
MRKMerck & Co., Inc.$18.6M0.51%0.01%-3.8%Q4 2013
ETNEaton Corp plc$17.9M0.49%0.01%+1.4%Q4 2014
BLKBlackRock, Inc.$16.5M0.45%0.01%-3.2%Q4 2013
COSTCostco Wholesale Corp$15.8M0.43%0.00%+5.1%Q4 2013
PANWPalo Alto Networks Inc$15.7M0.43%0.01%+47.2%Q4 2015
AOSSmith A O Corp$15.2M0.41%0.15%+1.8%Q4 2018
RMDResmed Inc$15M0.41%0.05%-1.3%Q3 2014
TSLATesla, Inc.$14.8M0.40%0.00%-4.9%Q4 2015
UNPUnion Pacific Corp$13.7M0.37%0.01%+0.6%Q4 2013
XYLXylem Inc.$13.4M0.36%0.05%+6.3%Q1 2018
CSLCarlisle Companies Inc$12.9M0.35%0.10%+23.7%Q4 2013
VRTXVertex Pharmaceuticals Inc / Ma$12.8M0.35%0.01%+2.9%Q4 2015
Q4 2025Reported Jan 7, 20262,147 positions
NVDANvidia Corp$195M5.01%0.00%-2.8%Q1 2014
AAPLApple Inc.$186M4.80%0.00%-2.7%Q4 2013
MSFTMicrosoft Corp$180M4.63%0.01%-2.7%Q4 2013
AMZNAmazon Com Inc$105M2.71%0.00%-3.7%Q4 2013
GOOGLAlphabet Inc.$101M2.60%0.00%-2.5%Q4 2015
JPMJPMorgan Chase & Co$85.8M2.21%0.01%-4.3%Q4 2013
AVGOBroadcom Inc.$75.2M1.93%0.00%-1.7%Q1 2016
GOOGAlphabet Inc.$73M1.88%Not reported-5.7%Q4 2015
METAMeta Platforms, Inc.$65.9M1.70%Not reported-0.7%Q4 2013
VVisa Inc.$52.4M1.35%0.01%-2.4%Q4 2013
BRK.BBerkshire Hathaway Inc$46.1M1.19%Not reported-1.2%Q4 2013
CVXChevron Corp$44.4M1.14%0.01%-4.4%Q4 2013
RTXRTX Corp$43.5M1.12%0.02%-3.7%Q2 2020
WMTWalmart Inc.$42M1.08%0.00%-2.4%Q4 2013
CSCOCisco Systems, Inc.$41.7M1.07%0.01%-2.5%Q4 2013
JNJJohnson & Johnson$40.5M1.04%0.01%-3.0%Q4 2013
HDHome Depot, Inc.$40.4M1.04%0.01%-3.5%Q4 2013
ABBVAbbVie Inc.$39.2M1.01%0.01%-3.4%Q4 2013
MCDMcdonalds Corp$38.9M1.00%0.02%-2.0%Q4 2013
PGPROCTER & GAMBLE Co$37M0.95%0.01%-9.3%Q4 2013
BACBank of America Corp$36.5M0.94%0.01%-2.8%Q4 2013
MDYSPDR S&P Midcap 400 ETF Trust$35.1M0.90%Not reported-3.0%Q3 2014
AMPAmeriprise Financial Inc$33.9M0.87%0.07%-0.3%Q4 2013
CATCaterpillar Inc$31.1M0.80%0.01%-4.8%Q4 2013
TMOThermo Fisher Scientific Inc.$31M0.80%0.01%-1.3%Q4 2013
CBChubb Ltd$30.8M0.79%0.03%-1.8%Q4 2013
BKNGBooking Holdings Inc.$30.4M0.78%0.02%-3.2%Q1 2018
LLYELI LILLY & Co$27.9M0.72%0.00%+2.6%Q1 2014
ORLYO Reilly Automotive Inc$26.5M0.68%0.03%-3.6%Q4 2013
SPYSPDR S&P 500 ETF Trust$25.3M0.65%Not reported+288.9%Q4 2013
ECLEcolab Inc.$25.1M0.65%0.03%-1.9%Q4 2013
NEENextera Energy Inc$24.6M0.63%0.01%-1.9%Q4 2013
SYKStryker Corp$24.1M0.62%0.02%-5.9%Q4 2013
XOMExxonMobil Holdings Corp$22.7M0.58%0.00%+20.5%Q4 2013
LECOLincoln Electric Holdings Inc$21.4M0.55%0.16%-2.9%Q4 2018
LHXL3harris Technologies, Inc.$19.8M0.51%0.04%-2.8%Q4 2019
PEPPepsico Inc$19.2M0.49%0.01%-3.3%Q4 2013
BLKBlackRock, Inc.$19M0.49%0.01%-4.0%Q4 2013
TSLATesla, Inc.$18.8M0.48%0.00%-0.3%Q4 2015
VZVerizon Communications Inc$18.6M0.48%0.01%-6.9%Q4 2013
ADBEAdobe Inc.$17.7M0.45%0.01%-25.5%Q4 2015
HONHoneywell International Inc$17.3M0.45%0.01%-1.4%Q4 2013
MRKMerck & Co., Inc.$16.9M0.43%0.01%-2.3%Q4 2013
RMDResmed Inc$16.3M0.42%0.05%-2.6%Q3 2014
ETNEaton Corp plc$15.7M0.41%0.01%-0.1%Q4 2014
AOSSmith A O Corp$15.1M0.39%0.15%-4.3%Q4 2018
NOWServiceNow, Inc.$14.7M0.38%0.01%-18.8%Q3 2014
ROPRoper Technologies Inc$14.6M0.38%0.03%-6.1%Q3 2014
XYLXylem Inc.$14.4M0.37%0.04%-0.8%Q1 2018
GSGoldman Sachs Group Inc$14.3M0.37%0.01%-6.6%Q4 2013
Q3 2025Reported Oct 22, 20252,129 positions
NVDANvidia Corp$200M5.10%0.00%-3.5%Q1 2014
MSFTMicrosoft Corp$198M5.04%0.01%-2.0%Q4 2013
AAPLApple Inc.$180M4.57%0.00%-0.9%Q4 2013
AMZNAmazon Com Inc$104M2.65%0.00%-1.8%Q4 2013
JPMJPMorgan Chase & Co$87.8M2.24%0.01%-4.4%Q4 2013
GOOGLAlphabet Inc.$80.6M2.05%0.00%-8.7%Q4 2015
METAMeta Platforms, Inc.$73.9M1.88%Not reported-0.5%Q4 2013
AVGOBroadcom Inc.$72.9M1.86%0.00%-0.2%Q1 2016
GOOGAlphabet Inc.$60.1M1.53%Not reported-0.1%Q4 2015
VVisa Inc.$52.3M1.33%0.01%-1.9%Q4 2013
HDHome Depot, Inc.$49.3M1.25%0.01%+3.3%Q4 2013
CVXChevron Corp$47.3M1.21%0.02%-2.6%Q4 2013
BRK.BBerkshire Hathaway Inc$46.6M1.19%Not reported0.0%Q4 2013
PGPROCTER & GAMBLE Co$43.8M1.11%0.01%-2.0%Q4 2013
RTXRTX Corp$41.2M1.05%0.02%-2.2%Q2 2020
ABBVAbbVie Inc.$41.1M1.05%0.01%-2.1%Q4 2013
WMTWalmart Inc.$39.8M1.01%0.00%-1.1%Q4 2013
MCDMcdonalds Corp$39.5M1.01%0.02%-0.7%Q4 2013
CSCOCisco Systems, Inc.$38M0.97%0.01%-3.2%Q4 2013
JNJJohnson & Johnson$37.5M0.95%0.01%-1.5%Q4 2013
MDYSPDR S&P Midcap 400 ETF Trust$35.7M0.91%Not reported-0.3%Q3 2014
BACBank of America Corp$35.2M0.90%0.01%-1.6%Q4 2013
AMPAmeriprise Financial Inc$34.1M0.87%0.07%-0.2%Q4 2013
ORLYO Reilly Automotive Inc$32.5M0.83%0.04%-3.9%Q4 2013
BKNGBooking Holdings Inc.$31.6M0.81%0.02%+56.7%Q1 2018
CBChubb Ltd$28.4M0.72%0.03%+0.2%Q4 2013
CATCaterpillar Inc$27.2M0.69%0.01%-3.6%Q4 2013
SYKStryker Corp$26.9M0.69%0.02%+6.3%Q4 2013
ECLEcolab Inc.$26.7M0.68%0.03%-0.1%Q4 2013
TMOThermo Fisher Scientific Inc.$26.3M0.67%0.01%+2.2%Q4 2013
ADBEAdobe Inc.$23.9M0.61%0.02%-5.9%Q4 2015
NEENextera Energy Inc$23.5M0.60%0.02%+4.0%Q4 2013
NOWServiceNow, Inc.$21.8M0.56%0.01%+4.4%Q3 2014
LECOLincoln Electric Holdings Inc$21.7M0.55%0.17%-0.1%Q4 2018
BLKBlackRock, Inc.$21.5M0.55%0.01%-4.9%Q4 2013
VZVerizon Communications Inc$21.5M0.55%0.01%+1.0%Q4 2013
LHXL3harris Technologies, Inc.$21.2M0.54%0.04%+0.1%Q4 2019
PEPPepsico Inc$19.4M0.49%0.01%-37.1%Q4 2013
LLYELI LILLY & Co$19.3M0.49%0.00%+532.7%Q1 2014
RMDResmed Inc$19M0.48%0.05%-0.8%Q3 2014
HONHoneywell International Inc$18.9M0.48%0.01%-5.9%Q4 2013
TSLATesla, Inc.$18.6M0.47%0.00%-1.2%Q4 2015
ETNEaton Corp plc$18.5M0.47%0.01%-2.1%Q4 2014
XOMExxonMobil Holdings Corp$17.6M0.45%0.00%+3.3%Q4 2013
ROPRoper Technologies Inc$17.4M0.44%0.03%-0.6%Q3 2014
AOSSmith A O Corp$17.4M0.44%0.16%+1.0%Q4 2018
FISVFiserv Inc$16.8M0.43%0.02%+0.9%Q3 2014
XYLXylem Inc.$15.7M0.40%0.04%+2.7%Q1 2018
UNPUnion Pacific Corp$14.2M0.36%0.01%+6.5%Q4 2013
COSTCostco Wholesale Corp$14M0.36%0.00%-4.4%Q4 2013
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