13F Filings History of Massachusetts Wealth Management

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$214,916,694
Signature - Title
Samuel J. Conte II - President
Location
North Andover, MA
Summary
This page shows a list of all the recent 13F filings made by Massachusetts Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Massachusetts Wealth Management reported 93 stock holdings with total value $214,916,694 as of Q4 2025. Top holdings included XLK, JPST, JPM, C, and XLI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 93 $214,916,694 +$17,349,735 -$3,593,299 +$13,756,436 XLK, JPST, JPM, C, XLI 13F-HR 23 Jan 2026, 18:45
Q3 2025 96 $201,524,717 +$11,343,767 -$982,334 +$10,361,433 XLK, JPM, XLI, AAPL, XLF 13F-HR 20 Oct 2025, 17:37
Q2 2025 94 $177,312,565 +$21,973,090 -$803,015 +$21,170,075 XLK, JPM, XLI, MSFT, XLF 13F-HR 23 Jul 2025, 16:07
Q1 2025 83 $145,835,984 +$5,803,922 -$21,358,276 -$15,554,354 XLK, JPM, VCSH, XLF, XOM 13F-HR 16 Apr 2025, 21:49
Q4 2024 90 $161,981,107 +$6,957,393 -$1,217,665 +$5,739,728 XLK, AAPL, JPM, VCSH, MSFT 13F-HR 27 Jan 2025, 11:56
Q3 2024 88 $158,605,096 +$10,148,629 -$8,648,203 +$1,500,426 XLK, AAPL, VCSH, JPM, MSFT 13F-HR 23 Oct 2024, 17:06
Q2 2024 93 $148,978,342 +$11,306,174 -$1,211,385 +$10,094,789 XLK, AAPL, VCSH, JPM, MSFT 13F-HR 31 Jul 2024, 19:48
Q1 2024 91 $141,914,732 +$9,519,931 -$577,731 +$8,942,200 XLK, JPM, XOM, MSFT, COP 13F-HR 19 Apr 2024, 12:34
Q4 2023 88 $123,905,965 +$8,455,850 -$1,266,134 +$7,189,716 XLK, AAPL, JPM, COP, XOM 13F-HR 24 Jan 2024, 18:14
Q3 2023 85 $108,908,579 +$8,051,607 -$1,602,641 +$6,448,966 XLK, XOM, COP, AAPL, CVX 13F-HR 24 Oct 2023, 21:42
Q2 2023 82 $104,535,877 +$4,510,583 -$397,079 +$4,113,504 XLK, AAPL, XOM, COP, CVX 13F-HR 03 Aug 2023, 12:54
Q1 2023 80 $96,977,177 +$2,502,821 -$5,039,885 -$2,537,064 XOM, XLK, AAPL, CVX, COP 13F-HR 26 Apr 2023, 19:12
Q4 2022 80 $102,541,565 $0 $0 $0 XOM, COP, CVX, SLB, AAPL 13F-HR 16 Feb 2023, 21:50